Business Mentorship: Business Profile & Goals

This questionnaire helps me understand your business and prepare a practical next-step plan. Please answer what you can. We can review anything you’re unsure about together.

Business Basics:

What is the business name?

What products or services does the business provide?

What industry is the business in?

What state do you want to register the business in?

What is the business’s current legal structure, if known?

When did the business begin operating?

Does the business currently have an active website or business email? If yes, please share the website or email domain.

Business Setup:

Do you already have an EIN?

Does the business have a separate business bank account?

Does the business use a business phone number and business mailing address?

Are any licenses, permits, or registrations required for your industry? If so, are they in place?

Do you keep business income and expenses separate from personal finances?

Do you currently use bookkeeping software or work with a bookkeeper?

Current business credit and accounts:

Have you checked whether the business has credit profiles with business credit reporting agencies?

Does the business currently have any vendor accounts, business credit cards, or business loans?

Are any business accounts past due or in collections?

Have you applied for business financing in the past 12 months? If yes, what type?

Goals and readiness:

What are your top three goals for the business over the next 12 months?

What would you like business credit or financing to help you accomplish?

If you are seeking financing, what approximate amount are you considering, and when would you need it?

What is the business’s approximate monthly revenue range?

What feels like the biggest challenge or question you have right now?

Is there anything else you want me to know before I prepare your roadmap?

Business Mentorship: Business Profile & Goals

Business Basics:

Business Setup:

Current business credit and accounts:

Goals and readiness:

Thank you. Once I review your answers, I’ll follow up with the recommended next steps and we can decide together what to prioritize.