WDC Business & Nonprofit Intake Questionnaire
SECTION 1
Business Legitimacy & Legal Structure
What is your full name?
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*
1. Do you currently have a registered business?
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Yes – LLC
Yes – Nonprofit
Yes – Sole Proprietor
Yes – Partnership
Not yet
Not sure
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2. Are you registered with the Colorado Secretary of State?
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Yes
No
Unsure
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3. Do you have an EIN (Employer Identification Number)
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Yes
No
Unsure
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4. Do you have a business bank account?
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Yes
No
No, but I want one
I need guidance
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5. Do you have business liability insurance?
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Yes
No
Not sure
I need help understanding this
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SECTION 2
Business Operations & Tech Readiness
6. Do you currently have a website?
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Yes
No
Working on it
Need help creating one
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7. Do you use any digital tools or systems to run your business? (Example: QuickBooks, Shopify, Square POS, ClickUp, Mailchimp, Google Workspace, etc.)
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Yes
No
Not sure / Need help choosing
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8. How do you currently track your finances? (Select all that apply)
Bookkeeper
Accounting software
Spreadsheet
Not tracking yet
Need guidance
SECTION 3
Funding & Financial Readiness
9. What types of funding are you seeking? (Select all that apply)
Grants
Loans
Microloans
Investors
Crowdfunding
Not sure
10. Are your business documents organized (budget, financial statements, mission, business plan, pitch deck)?
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Yes
Somewhat
No
I need help with this
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11. Do you have any business credit trade lines or business credit cards?
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Yes
No
I don’t know what this is
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12. Would you describe your personal credit situation as:
Strong
Fair
Needs improvement
Prefer not to say
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SECTION 4
Business Stage + Goals
13. Which phase best describes your business?
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Seed (idea development)
Startup (launching)
Growth (systems + revenue)
Maturity (expansion)
Unsure
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14. What is your top business goal for the next 3 months?
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15. What is your biggest challenge right now?
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16. If everything went perfectly this year, what would success look like for you?
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SECTION 5
Readiness to Take Action
17. How soon do you want support?
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ASAP
Within 30 days
Within 90 days
Just exploring
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18. Are you ready and willing to dedicate time to complete action steps between meetings?
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Yes
No
Maybe
Need clarity
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19. Are you looking for: (Select all that apply)
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1-on-1 support
Done-for-you services
Templates + portal access
Funding preparation
Tech assistance
Business connections/mentorship
20. What is your preferred communication method?
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Email
Phone
Text
ClickUp portal
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21. How did you hear about WDC’s Business Support Program?
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Social Media (Facebook/Instagram)
WDC Website
Referral (please list name)
Community Event
Newsletter / Email
Internet Search
Other (please describe)
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Do you have a website or any social media pages you’d like to share?(Please paste links below)
If you have any business documents you’d like us to review, you can upload them here.(Examples: business plan, pitch deck, logo files, financials, mission statement, etc.)
*