Mentorship Onboarding Questionnaire
Please complete this form to help us prepare for your 1-on-1 mentorship session. Your honest and thorough responses will allow us to focus on strategy and execution from the start.
Welcome
This onboarding questionnaire helps us prepare for your 1-on-1 mentorship session. Please answer honestly and thoroughly. Your responses allow us to move directly into strategy and execution.
SECTION 1: CLIENT INFORMATION
Full Legal Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Name (if applicable)
Business Website / LinkedIn Profile
City & State
*
What are you willing to invest for 1:1 mentorship?
*
$10K-$15K
$15K-$20K
$20K-$25K
$25K-$30K
$30K-$40K
$40K-$50K
SECTION 2: BUSINESS STATUS
Do you currently have a registered business entity?
*
LLC
Corporation
Sole Proprietor
Not yet registered
What state is your business registered in?
*
Year business was formed
SECTION 3: EXPERIENCE LEVEL
Which best describes your current experience level?
*
Brand new / no experience
Some research, no contracts
Submitted bids before
Actively operating a call center
Currently holding contracts
Have you ever submitted a government or telecom proposal before?
*
Yes
No
If yes, briefly describe the contract and outcome
SECTION 4: FOCUS AREA
What are you primarily focused on?
*
Government contracting
Telecom / call center contracts
Both
Which contract level are you targeting?
*
Local / City
State
Federal
Private telecom companies
SECTION 5: OPERATIONS & TEAM
Do you currently have a team?
*
No, solo
Yes – Onshore
Yes – Offshore
Hybrid
If yes, how many agents and where are they located?
Do you currently have access to any of the following?
Call center software
CRM
Dedicated phone system
Secure internet/workstations
None yet
SECTION 6: CONTRACT READINESS
Which of the following do you already have completed?
Business email
EIN
Business bank account
Capability statement
NAICS codes selected
SAM.gov registration
What do you feel is your biggest obstacle right now?
SECTION 7: GOALS & COMMITMENT
What is your primary goal for this mentorship?
*
What would success look like in the next 90 days?
*
Monthly revenue goal from contracts
How many hours per week can you realistically dedicate?
*
5–10
10–20
20+
Investment for 1:1 Mentorship
SECTION 8: EXECUTION & ALIGNMENT
How quickly are you aiming to secure your first contract?
*
ASAP
30 days
60–90 days
Are you prepared to invest in tools, staffing, or compliance if required?
*
Yes
No
Possibly
What are you expecting from this mentorship?
*
SECTION 9: FINAL ACKNOWLEDGMENT
I understand this is a high-level mentorship and results depend on my execution and follow-through.
*
I acknowledge and accept
Is there anything else you want us to know before your first session?
Submit
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