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Smart Solutions Consulting, LLC
+12524222447
solutionsbykeisha@gmail.com
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+12524222447
solutionsbykeisha@gmail.com
Intake form
Help us serve you better
Business Name
*
Business Owner(s) Name(s)
Email address
*
Business Location
What is your business industry?
Select
Retail
Construction
Healthcare
Technology
Manufacturing
Transportation
Equipment
Medical
E-Commerce
Wholesale Distribution
Business Website (if applicable)
What is your business structure?
Please select at least one option.
Sole Proprietorship
Partnership
Limited Liability Company (LLC)
Corporation (C-Corp or S-Cor)
Non-Profit
Other (please specify)
How long have you been in business?
Please select at least one option.
Less than 1 year
1-3 years
3-5 years
Over 5 years
What is your current stage of business
Please select at least one option.
Start-up
Growth
Established
Expanding
What are your primary sources of revenue
Please select at least one option.
Product Sales
Service Contracts
Memberships/Subscriptions
Other
What is your average monthly revenue
*
Please select at least one option.
Less than $10,000
$10,000 - $50,000
$50,000 - $100,000
Over $100,000
What are your average monthly expenses?
Please select at least one option.
Less than $10,000
$10,000 - $50,000
$50,000 - $100,000
Over $100,000
Do you currently have a business budget or financial plan in place?
Please select at least one option.
Yes
No
What type of funding are you interested in?
Please select at least one option.
Business Line of Credit
Equipment financing
Fix and flip financing
Term loans
Working capital
Revolving Lines of Credit
What is the amount of funding you are seeking?
What specific financial support do you seek from this consultation?
What is the purpose of the funding?
What are your current business challenges
Please select at least one option.
Managing cash flow
Accessing funding or investment
Increasing revenue
Reducing expenses
Financial planning
Other (please specify)
Do you have any existing debts or loans?
Select
Yes
No
What are you short-term (1 year) business goals?
What are your long-term (3-5 years) business goals?
What is your preferred method of communication?
Please select at least one option.
Video Conference
In-person meeting
Phone
Email
Do you have any specific documents or data you would like us to review before the consultation? (e.g. income statements, balance sheets, business plans)?
How did you hear about us?
Message
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