Intake Form | Fresh Start Consulting

First and Last Name*

Preferred Name *

Phone Number*

Your email*

Industry/Business idea you want to pursue? *

What industry do you have experience in? *

What role do you see yourself doing in this business career? *

Describe your business or business idea in detail. What motivated you to start it?*

What are the top three challenges you face in your business or pursuing your idea? How have you addressed them so far?*

What are your long-term goals for this business? How do you envision achieving them?*

Who is your target audience?*

Individuals (B2C)

Small businesses (B2B)

Corporations

Other: (Please specify)

What problem does your product or service solve for your target audience?*

What is your desired monthly revenue goals?*

Have you ever used or created a budget?

Are you currently working with consultants or advisors?*

Yes

What stage of business are you in? *

Idea stage

Early startup (0-1 year)

Growth phase (1-5 years)

Established (5+ years)

Do you have a business plan or strategy document?*

Yes

No, but I’m working on one

No, I need help creating one

What resources do you already have in place for your business? (e.g., staff, tools, funding)*

Which of the following services are you most interested in? *

Business plan creation

Website development

Marketing and branding

Financial planning and budgeting

Legal assistance

Tech/AI integration

Insurance coverage

Other: (please specify)

What is your preferred timeline for starting these services?*

Immediately

Within 1-3 months

Within 6 months

Other: (Please specify)

What is your biggest barrier to achieving your business goals?*

Lack of funding

Lack of expertise

Marketing challenges

Operational inefficiencies

Other: (Please specify)

Do you have any prior experience running a business? If yes, please describe it briefly.*

Are you willing to dedicate time to implement strategies and plans?*

Yes

Unsure

What inspired you to pursue entrepreneurship or start this business?*

How do you define success for yourself and your business?*

Intake Form

Please complete this form so that we can better understand you and your needs before we schedule your free consultation. There are no wrong answers; some may seem redundant, but please complete this form to the best of your abilities.

We can't wait to work with you!