Coaching to Capital Needs Assessment

Please complete the assessment below. There are 6 steps. You can save your progress and return later if needed, using the link below.

- Step 1 of 6

Name *

First

Last

Email *

Business Name

Business Address

Address Line 1

Address Line 2

City

State

Zip Code

Business Website

Tell us a little about your business:

Why do you do what you do? How do you do it? What do you do? Include some information about your industry and product/service offering.

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What year was your business established?

How many employees do you currently have?

Do not include yourself. If you are a solopreneur, please enter 0.

Legal Structure:

If "Other," please specify your business legal structure:

How many owners are a part of your business?

Are all the owners U.S. citizens?

Do you regularly establish and document goals, strategies, and objectives for your business?

Yes
No
I have in the past, but have not recently

Do you have a documented business plan or strategy?

Upload and share your business plan

Click or drag a file to this area to upload.

Does everyone in your business understand which activities have the greatest impact on your business goals?

Do you have documentation, process maps, procedures, or manuals describing your operations in detail?

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Do you regularly monitor your credit score(s)?

What was your credit score the last time you checked?

Do you think your credit score needs to improve?

Has a vendor approved you for payment terms other than pre-pay (e.g. NET 30)?

Yes
No
I'm not sure what this means

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Do you maintain seperate business and personal bank accounts?

Do you track your business expenses and revenue?

How frequently?

Select all that apply. You can hold SHIFT or CTRL to select multiple.

How do you track your business expenses and revenue?

Do you regularly monitor your cash flow?

Yes
No
Maybe—I'm not sure if cash flow is different than my bank statement

Is your cash position better than it was a year ago?

Yes
No
It's about the same

If you were asked to produce monthly financial statements (Income Statement, Balance Sheet, and Cash Flow Statement), would you:

What would you consider a bigger current challenge?

Reducing expenses
Growing revenue

Which statement best describes your revenue?

My revenue grew this year, but not the previous year
My revenue did not grow this year, but grew last year
My revenue has grown consistently the last couple years

What are your financial goals for the business?

Are you acheiving your financial goals?

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Who is your customer(s)?

Do you have a marketing strategy (either as part of or seperate from your business plan)?

Yes, it is a stand alone document
Yes, it is included with my business plan
No

Upload your marketing strategy

Click or drag a file to this area to upload.

Do you run specific marketing campaigns/plans (e.g. Google Ads, Paid Social Media, Advertisements, Tradeshows, etc.)?

Do you measure the Return on Marketing Investment (ROMI) for these campaigns/plans?

Are you satisfied with your current distribution channels (e.g. storefront, online, distributer, etc.)?

What new distribution channels would be beneficial?

Describe your marketing's impact on lead generation

	No Impact	Little Impact	Medium Impact	Strong Impact
Organic Word of Mouth (e.g. referrals)	No ImpactOrganic Word of Mouth (e.g. referrals) No Impact	Little ImpactOrganic Word of Mouth (e.g. referrals) Little Impact	Medium ImpactOrganic Word of Mouth (e.g. referrals) Medium Impact	Strong ImpactOrganic Word of Mouth (e.g. referrals) Strong Impact
Online Social Proof (e.g. reviews)	No ImpactOnline Social Proof (e.g. reviews) No Impact	Little ImpactOnline Social Proof (e.g. reviews) Little Impact	Medium ImpactOnline Social Proof (e.g. reviews) Medium Impact	Strong ImpactOnline Social Proof (e.g. reviews) Strong Impact
Organic Social Media	No ImpactOrganic Social Media No Impact	Little ImpactOrganic Social Media Little Impact	Medium ImpactOrganic Social Media Medium Impact	Strong ImpactOrganic Social Media Strong Impact
Paid Social Media	No ImpactPaid Social Media No Impact	Little ImpactPaid Social Media Little Impact	Medium ImpactPaid Social Media Medium Impact	Strong ImpactPaid Social Media Strong Impact
Organic Search (SEO)	No ImpactOrganic Search (SEO) No Impact	Little ImpactOrganic Search (SEO) Little Impact	Medium ImpactOrganic Search (SEO) Medium Impact	Strong ImpactOrganic Search (SEO) Strong Impact
Paid Search (SEM)	No ImpactPaid Search (SEM) No Impact	Little ImpactPaid Search (SEM) Little Impact	Medium ImpactPaid Search (SEM) Medium Impact	Strong ImpactPaid Search (SEM) Strong Impact
Traditional Advertising (e.g. print ads)	No ImpactTraditional Advertising (e.g. print ads) No Impact	Little ImpactTraditional Advertising (e.g. print ads) Little Impact	Medium ImpactTraditional Advertising (e.g. print ads) Medium Impact	Strong ImpactTraditional Advertising (e.g. print ads) Strong Impact
Traditional Marketing (e.g. tradeshows and events)	No ImpactTraditional Marketing (e.g. tradeshows and events) No Impact	Little ImpactTraditional Marketing (e.g. tradeshows and events) Little Impact	Medium ImpactTraditional Marketing (e.g. tradeshows and events) Medium Impact	Strong ImpactTraditional Marketing (e.g. tradeshows and events) Strong Impact

Other than those listed above, do you acquire new customers in any other way?

Share how you acquire those new customers?

Does the intangible value of your brand add value to your products/services/business?

Yes
No
I'm not sure

Do you set measurable sales goals?

Do you consistently hit those sales goals?

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Are you current on all business annual reports, filings, and taxes (local, state, and federal)?

Yes
No
I'm not sure

How often do you pay taxes?

Can you provide last year's tax returns?

I can provide my personal and business tax returns for the last two years
I can provide my personal and business tax returns for the last year
I'm not sure I would be able to provide my business tax returns, but could provide my personal tax returns
I'm not sure I would be able to provide any tax returns

Have you previously needed a loan for your business?

Were you able to secure that loan?

Can you share some details about that loan?

Please share why you secured the loan, what the capital was used for, was it paid off, who provided the capital, etc.

Can you share why you were unable to secure the loan?

Please share what the goal of the loan request was, what was the capital intended for, why was the loan not secured, and who did you request the capital from.

Do you have an upcoming (planned or forecasted) need for additional capital?

What is the capital needed for? How will you use the money?

e.g. inventory for a large purchase order, additional equipment to increase capacity, payroll needs, etc.

What are your considerations for obtaining the capital?