Business Launch Intake Form
Thank you for choosing to work with us. This form will help us understand your background, goals, and project requirements so we can structure your business launch effectively. Please provide accurate and complete information.
Section 1 - Basic Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number (WhatsApp preferred)
*
Please enter a valid phone number.
Format: (000) 000-0000.
Current City & State
*
Preferred Communication Method
*
Phone
WhatsApp
Email
Section 2 - Professional Background
Current Occupation
*
Years of Work Experience
*
Please Select
0–3 years
3–7 years
7–15 years
15+ years
Industry Background
*
Have you owned or managed a business before?
*
Yes
No
If yes, please briefly describe your experience
Section 3 - Business Intent
What type of business are you planning?
*
Franchise
New Startup
Buy an Existing Business
If Franchise, which brand are you considering?
Preferred Location (City/State)
*
Target timeline to launch
*
Immediately (0–3 months)
3–6 months
6+ months
Section 4 - Investment & Financial Readiness
Planned investment range
*
$50,000 – $100,000
$100,000 – $250,000
$250,000 – $500,000
$500,000+
Source of funds
*
Personal savings
Business income
Property / asset sale
Loan / financing
Family support
Other
Are funds readily available?
*
Yes
Partially
Not yet
Will you be the sole investor?
*
Yes
No
Section 5 - Business Goals
What is your primary objective?
*
Full-time business ownership
Additional income stream
Expansion / investment
Long-term wealth building
How involved do you plan to be?
*
Fully hands-on
Semi-involved (hire manager)
Passive
Expected monthly income from business (approx.)
*
Section 6 - Commitment & Readiness
How soon are you ready to proceed?
*
Immediately
Within 30–60 days
Exploring for now
Are you comfortable with a 3–6 month setup timeline?
*
Yes
No
Are you prepared for potential delays or additional costs?
*
Yes
No
Section 7 - Documentation
Please upload (if available): ID / Passport, Resume / CV, Any financial overview (Proof of Funds Available), Any existing business documents
Upload a File
Drag and drop files here
Choose a file
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Section 8 - Project Clarity
Do you already have any of the following?
Selected business / franchise
Location in mind
Business plan
None yet
What is your biggest challenge right now?
Section 9 - Working Style
Preferred level of support
*
Step-by-step guidance
Collaborative approach
Advisory only
Availability for meetings
*
Weekdays
Weekends
Flexible
Section 10 - Final Confirmation
If everything aligns, are you ready to move forward within the next 30 days?
*
Yes
No
I confirm that the information provided is accurate and I am serious about proceeding with this project.
*
I confirm that the information provided is accurate and I am serious about proceeding with this project.
Submit
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