Client Intake Questionaire

Please select as well as describe below how you plan to use the funds. Examples:

Working Capital, Equipment Purchase, Renovations, Inventory, Marketing, Payroll, Technology, Research & Development, Other (please specify).

To help us tailor a strategic plan for your business, please share as much detail as possible about your current goals, key challenges, and any specific outcomes you want to achieve. You may wish to address questions such as:

What are your top three strategic goals for the next 12-24 months?

What major challenges or obstacles is your organization facing?

Are there specific areas (e.g., growth, risk, operations, talent, new markets) where you want focused advice?

What would a successful outcome from this project look like for you?

The more detail you provide, the better we can customize our recommendations."

Help us understand your government program engagement:

To better support your business with grants, incentives, and public sector opproortunitias, please let s know if you are currently participating in any government programs or initiatives (federal, provincial, or municipal).

Examples; wage subsidles, tax credits; innovation grants, training funds, government-backed loans, conpliance audits, public-private partnorships.

Areas of Interest

Note: All information provided will be treated with strict confidentiality and used solely for the purpose of tailoring our services to your needs.

What to Upload:

To ensure we can prepare a detailed, accurate business plan and successful grant funding application, please upload any of the following documents that you have available:

Your existing business plan (if any)

Company profile or brochure

Financial statements or cash flow forecasts

Articles of incorporation or business registration documents

Organizational chart (if applicable)

Any market research or feasibility studies

Previous grant applications or approvals (if any)

Other supporting documents (e.g., partnership agreements, contracts, quotes for purchases, business licenses)

Don't worry if you don't have all of these yet-just upload what you have.

All documents are treated with strict confidentiality and used solely for the purpose of preparing your business plan and grant applications.

Consent and Agreement

By submitting this form, you confirm that hau have read, dnderslood, and agree to the Tems of Service and Privacy Policy of Barron Stretegic Consulting.

Preferred method of communication: [Email/Phone/Video Call]