check

2023 Black Business Owner Summit Assessment

Tell us about your business so we can align you with advisors, resources, and customize the content covered at the summit. Please try to answer each question as accurately as possible as they will be used during your free one hour consultation.

Click the button below to start your business owner summit.

Start

Business Owner Summit Assessment

Help us customize our content to address the key areas of your business. Please take a minute to complete this brief business assessment.

Section 1: Developing Your Business Strategy

Answer a few brief questions about your companies operations that will assist in directing the masterclass.

Question 3 of 26

1. What is the name of your Company?

Question 4 of 26

1A. Is there a" Doing Business As" D/B/A name you are using? If so, please provide the name.

Question 5 of 26

2. What is the formation of your business?

A

LLC

B

S-Corp

C

C-Corp

Question 6 of 26

3. In a sentence or two, please tell us about your business?

Question 7 of 26

4. Which best describes your client model?

A

Business to Client (BTC)

B

Business to Business (BTB)

Question 8 of 26

5, When did you start your business?

(Select all that apply)
A

After 2020

B

2015 to 2019

C

2010 to 2014

D

2013 to 20000

E

Before 2000

Question 9 of 26

6. What is the projected revenue of your business for 2023?

A

Under $1million

B

$1million to 4million

C

$5million to $9million

D

$10million to $20million

E

Above $21million

Question 10 of 26

6A. What is the annual revenue goal for 2024?

A

Under $1million

B

$!million to $4million

C

$5million to $9million

D

$10million to $20million

E

Above $20million

Question 11 of 26

7. What area do you think is the largest challenging in your business?

A

Growing Revenue

B

Business Planning

C

Operations

D

Hiring Talent

E

Marketing

Section 2: Taking Your Operations To The Next Level

Answer a few brief questions about company operations that will assist in directing the masterclass.

Question 13 of 26

8. Currently, what billing application does your business use?

A

QuickBooks

B

Xero

C

Net Suite

D

Sage

E

Zoho

F

Other

Question 14 of 26

9. Do you have an annual business planning process?

A

Yes

B

No

Question 15 of 26

10. Do you currently use some form of contact management system to track customers, monitor annual goals, sales efforts, and future customer action steps?

A

Yes

B

No

Question 16 of 26

11. If so, what CRM do you currently use?

A

Zapier

B

HubSpot

C

Salesforce

D

Active Campaign

E

Pipedrive

F

Other

Question 17 of 26

12. Do you currently have a formal marketing plan for your products and/or services?

A

Yes

B

No

Question 18 of 26

13. If so, what ways are you utilizing marketing?

(Select all that apply)
A

Social Media

B

CRM Marketing Campaign

C

Referral Program

D

Website Marketing

E

Other

Question 19 of 26

14. Do you currently have an active plan to minimize your liability or risk of running the day to day business?

A

Yes

B

No

Question 20 of 26

15. Please select the current strategies you utilize to minimize risk to your business.

(Select all that apply)
A

Key Man Policy

B

Buy-Sell Agreement

C

Cybersecurity Policy

D

Umbrella Policy

E

Currently, I do not have a strategy in place and would like to learn more.

Question 21 of 26

16. Currently, how many people own equity in the compony?

A

Just One

B

Two Equity Owners

C

Three Equity Owners

D

More Than Three

Question 22 of 26

17. Do you currently use AI in any aspect of your business?

A

Yes

B

No

Question 23 of 26

18. If so, what areas of your business do your utilize AI?

(Select all that apply)
A

Marketing

B

Research

C

Client Proposals

D

Personal Assistant

E

Other

Question 24 of 26

19. Would you like to learn more about revenue planning and forecasting?

(Select all that apply)
A

Yes

B

No

Thank you for completing the Business Owner Assessment

Click the button to finish your assessment

Question 26 of 26

How did you here about the Black Business Owner Summit?

A

Meta Social Media

B

Acrisure

C

BXO

D

CUEED

E

NYNJMSDC

F

New York City Small Business Services

G

Other

Confirm and Submit