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Existing Business Pre-counseling Questionnaire

Please submit this questionnaire if you are currently operating the business.  The questions are designed to help your counseling team gain insight into your business, the needs of the business and prepare for the counseling session without taking up your valuable time asking these basic questions.  If you don't feel comfortable answering any particular question, just skip it and go on to the next one.

  • The following characteristics are generally considered helpful when running a successful small business. Check all that apply.

    When participating in a small group people look to you to provide leadership.

    You like to make your own decisions.

    Others turn to you for help in making decisions.

    You enjoy competition.

    You routinely exhibit will power and self discipline.

    You plan ahead.

    You like people.

    You get along well with others.

    You have worked in a managerial or supervisory capacity for a company other than your own.

    You have worked in a business similar to the one you now operate.

    You had business administration training in school.

     

    List the standard industrial code and description for the business in the space below. 

         You can find the industrial code and description by clicking on this link: Code Index

    Specific knowledge and skills are required to operate any business. Who does each of the following activities in your business and what is their level of expertise.

     

    Business Planning  

     

    Office Management  

     

    Sales  

     

    Write Proposals and Customer Contracts   

     

    Marketing Communication  

     

    Computer Systems Management  

     

    Accounting/Bookkeeping  

     

    Forecasting  

     

    Money Management and Banking  

     

    Taxes  

     

    Operations   

     

    Regulatory Compliance (legal filings, record keeping, etc.)  

     

    Insurance  

     

    Purchasing  

     

    Contracts with suppliers of products and services  

     

    HREmployee Hiring, Training, Performance Management, Terminating  

     

    ALL THE THE ANSWERS TO THE FOLLOWING QUESTIONS ADDED TOGETHER SHOULD BE NO MORE THAN TWO PAGES

     

    Write or paste a brief description of the company's history in the box

    Write or paste the company's objectives

    Write or paste a brief description of the company's products or services

     

    Write or paste a description of the market the business is now in and any new markets you will compete in next year

    Write or paste a persuasive statement as to why and how the business will become

    more successful, discussing the business's competitive advantage

    Write or past your projected growth for the company and the market

    (Year, Your Sales, Growth %, Market Growth %)

     

    Write or paste a brief description of the key management team

    (include outsource services and consultants if applicable)

    Write or past a list of what the business needs in order to meet your goals and objectives

    Write or paste the projected sources of funding during the next 12 months and the uses of the funds

     

    SCORE Counselor Name (s): 

           If the assigned small business counselors' name is not know, please list the date and time of your first counseling session.

     

    Your Name:                                           (required)

     

    Your Email:                                            (required)

     

     

    Please PRINT prior to clicking on the submit button. Then, click on the submit button and PRINT a copy of the receipt. 

     

     

  • Copyright © 2009 SCORE. All Rights Reserved.
       

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    Chapel Hill Carrboro

    Offering free counseling to existing & start-up businesses.

     

     

    Chamber of Commerce Building

    104 South Estes Drive, Chapel Hill, NC 27514

    (919) 968-6894