First & Last Name *

Company Name *

Phone # *

1) Do you have a written business plan? (if you answered yes or maybe move to question #2 if you answered no move to question #3) *

2) if answered yes or maybe to question #1 please select all that apply to your written business plan

3) What is the purpose of your business plan (i.e. investors, strategy, create organizational structure)

4) Do you have a written Marketing Plan? *

5) Do you have Marketing Content? (videos, blogs, educational material, social media posts, etc) *

6) Do you use social media for marketing? *

7) If you use social media for marketing, please select platforms you currently use

8) Do you have set Marketing Strategies & Implementations, whether documented or not? *

9) Which areas do you need more information or help with in your business? (select all that apply) *

10) What are some challenges or obstacles you are currently facing in your business? *

11) What are 3 primary business goals you would like to accomplish this year? *

12) What are 3 primary personal goals you would like to accomplish this year? *