Business Services Form
Your Name:
*
First Name
Last Name
Business Name:
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Preferred contact method:
*
Please Select
Email
Text
Phone Call
Video Chat
For video chats, which method do you prefer?:
*
Facebook call
Facetime (Must have an Apple device)
Google Meet
What kind of business do you operate? (Baking, Cleaning, Photography, Etc):
*
What describes your business set up? (Legal entity type):
*
Single member LLC (Just me)
Multi member LLC (2+ Owners)
Partnership
Corporation (S-Corp, C-Corp)
Nonprofit
Independent Contractor / Freelance
Side gig / Informal Business (Ie. Cottage baking business, photography business, etc)
Unsure / Other
Business Size:
*
Just me
2-5 people
6-10 people
25-50 people
50+ people
Not operating yet / Pre-Launch
How long have you been operating?
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Just an idea right now
Formed idea, just pre-launch
Under 1 year
1-3 years
3+ years
Do you have any social media or websites?
*
Yes
No
What would you like help with?
*
Organization/Workflow
Expense or Financial Tracking
Inventory/Supply Tracking
Pricing/Cost Analysis
Spreadsheets/Customized Trackers
Custom Business Tools
SOPs/Documentation (Written procedures for how you run your business/processes)
Project Management
Data/Analytics/Reporting
Process Improvement
Automation
Compliance/General Documentation
Other/Not sure
Explain your goals/pains/desired outcomes:
*
(Optional) List what tools you currently use:
(Optional) Upload any documents you think may help or examples you currently have or anything you want considered:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Is there a dealine or timeframe?
*
Yes
No
Enter your deadline here:
*
-
Month
-
Day
Year
Date
Select a Date/Time for Consultation:
*
Submit Business Inquiry
Should be Empty: