B.E.A.R. Visit
General Business Information
What type of visit is this?
Please Select
BEAR Visit
Date
-
Month
-
Day
Year
Date
Company
Is this a home-based business?
Yes
No
Physical Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is this the company headquarters?
Yes
No
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Primary Contact Name
First Name
Last Name
Title
Phone Number (Office)
-
Area Code
Phone Number
Phone Number (Cell)
-
Area Code
Phone Number
Email
example@example.com
Website
Business Start Date
-
Month
-
Day
Year
Date
Visit Information
Date of Meeting
-
Month
-
Day
Year
Date
Outreach Specialist
Contact Visited
What factors have made your business successful?
Would you like assistance in developing a strategic plan?
Yes
No
What are the biggest challenges you face in your business?
Do you have adequate capital?
Yes
No
Would you like assistance in obtaining capital?
Yes
No
Do you have a strategic plan?
Yes
No
Local Workforce / Equipment
Total # of employees
Total Number of Employees
Full-time
Part-time
How many employees live in Morgan County
Sales
Have you engaged in government contracting?
Yes
No
Importing/Exporting?
Yes
No
Do you sell products/services on a website?
Yes
No
Types of sales made:
B2C (online direct to consumer)
Retail (Brick and Mortar)
B2B
Would you like marketing training?
Yes
No
Do you have a social media strategy?
Yes
No
Do you need sales training?
Yes
No
Do you have a marketing/advertising budget?
Yes
No
Does your marketing and ad spend have a positive impact on your business?
Yes
No
Internet
Use of Internet
Buy products / services
Email
Market Research
Sell products / services
Building / Equipment
Status of building
Owned
Leased
Is your equipment functioning properly?
Yes
No
Type a question
Government Assistance
Did you receive funding made available from the Covid-19 programs?
Yes
No
Were you able to use the funds to keep your business open?
Yes
No
Is the economy improving, staying the same or getting worse?
In your opinion what could local and state government do to improve the business climate?
Summary
There are many services for business owners to take advantage of.
Are you a member of the Morgan Area Chamber of Commerce?
Yes
No
Are you aware of the services of the Business Resource Center and Small Business Development Center?
Yes
No
Have you used Custom Fit funds to help pay for classes and seminars related to your business?
Yes
No
Submit
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