Business Intake Form

Your Name*
First Last
Your Email*
Your Phone*
Your Company*
Your Company Website
Add your current website if you have one.
Ready to get started?*
- Yes!
- Absolutely!
- Not sure, but diving in anyways!

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WHAT do you do?
Let’s get clear on what you offer your customers.
List what services/products you offer.*
What is your experience doing this?*
Education, formal training, years in business and other related activities.
Have you received any formal awards or recognition for your work?*
Please list them and give the organizations name who delivered it. e.g. Westword’s Best of Denver for Hair Salons.
What is your most important customer-focused business goal?*
Eg. Our goal is to make moving homes easy and with no surprises.
Anything else you want to add?
Tell us anything your think might help us attract more potential customers to your site in terms of the WHAT that you do. This is the time to “toot” your own horn!

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WHERE do you do WHAT you do?
Give us an idea of where you conduct your business.
Do you publicly list your business address?*
- Yes, I have a single physical location
- Yes, I have multiple physical locations
- No, I work out of my private residence
What is your primary business address?*
Do you conduct business out of another location? If yes, please list the location(s) below.*
EG. If you’re a personal trainer, that trains clients out of a gym or a few gyms – you would list all those locations below. (Listing this will help clients in those areas find you.)
What areas do you serve?*
International? Nationwide? Just metro Denver? Front Range? All of Colorado? Which cities?
Do you travel to provide services?*
- Yes
- No
Where do you provide services?*
International? Nationwide? Just metro Denver? Front Range? All of Colorado? Which cities?
Do you have a Google My Business account?*
- Yes
- No

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WHY do you do WHAT you do?
What motivates you? What are your passions regarding your business?
Do you have a written Mission Statement?*
- Yes
- No
- We would like help writing our Mission Statement
What is your Mission Statement?*
This could be a page long explanation or as simple as, “I want to share my love of cycling with every customer who comes through our door.” But the more you tell us, the more we can tell your customers.
What are your primary goals for your business?*
What is it exactly that you want to provide to your customers? How do you feel about your other stakeholders such as employees, vendors, your community? What problem are you solving with your products or services?
What do you love about what you do?*
As always, list as many things as you like. Have fun with this!
Anything else you want to add?
What more can you tell us to help us communicate to your customers the WHY you do WHAT you do?

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HOW do you do WHAT you do?
How you do what you do and what is it that sets you apart from the competition?
Who is your number 1 competitor?*
Number 1 Competitor Website?*
Who is your number 2 competitor?*
Number 2 Competitor Website?*
Who is your number 3 competitor?*
Number 3 Competitor Website?*
Who are your top 3 competitors in your market?
Basically, how are you different from others who provide the same services you do?
For example:
1. High quality product
2. Years of knowledge in this field
3. Superb customer service
4. More attention to each client
The thing I/We do better than our competitors…*
Another thing I/We do better is…*
And…I also do this better…*
Now…What’s the benefit of those 3 things? How are your customer’s lives better from having worked with you?
For example:
1. High quality product -> I sell the best widgets so my customers aren’t dealing with widgets that break in 2 months.
2. Unparalleled years in my field -> My years of experience enable me to solve problems that often stump my competition.
3. Superb customer service -> I provide superb customer service so my customers never have to worry about a downed website or lost sales.
The first benefit is:*
The second benefit is:*
The third benefit is of working with me/us is:*
List at least 3 adjectives that describe your business or how you work.*
Eg. friendly, professional, confidential, private and secure
That should do it! Thanks for filling this out! Anything else you want to add?
Do you have additional ideas that can help us help you compete?

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Business Intake Form

Tell us about your business

Step 1 of 6

WHAT do you do?

WHO do you do this for?

WHERE do you do WHAT you do?

WHY do you do WHAT you do?

HOW do you do WHAT you do?

Who are your top 3 competitors in your market?

Now…What’s the benefit of those 3 things? How are your customer’s lives better from having worked with you?