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    Survey

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    api-3747889
    This survey collects information from businesses about their operations, financing needs, and banking services. It asks about the business's annual sales, any past loans obtained and from what sources, anticipated financing needs over the next year and for what purposes, current bank accounts, desired banking services, and advice for new business owners and areas for improvement in small business support. The survey also requests contact information to follow up for clarification if needed.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd

    Survey

    Uploaded by

    api-3747889
    151 views2 pages
    This survey collects information from businesses about their operations, financing needs, and banking services. It asks about the business's annual sales, any past loans obtained and from what sources, anticipated financing needs over the next year and for what purposes, current bank accounts, desired banking services, and advice for new business owners and areas for improvement in small business support. The survey also requests contact information to follow up for clarification if needed.

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    © Attribution Non-Commercial (BY-NC)

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    This survey collects information from businesses about their operations, financing needs, and banking services. It asks about the business's annual sales, any past loans obtained and from what sources, anticipated financing needs over the next year and for what purposes, current bank accounts, desired banking services, and advice for new business owners and areas for improvement in small business support. The survey also requests contact information to follow up for clarification if needed.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    151 views2 pages

    Survey

    Uploaded by

    api-3747889
    This survey collects information from businesses about their operations, financing needs, and banking services. It asks about the business's annual sales, any past loans obtained and from what sources, anticipated financing needs over the next year and for what purposes, current bank accounts, desired banking services, and advice for new business owners and areas for improvement in small business support. The survey also requests contact information to follow up for clarification if needed.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
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    Survey

    Name of Business ( Optional)

    What do you sale or manufacture? ___________________________________


    Type of Business: Service _____ Manufacturing ____ Other ______

    Number of Years/Months in Business? ________

    Annual Sales? _____________

    Have you obtained a loan from any source for the business? Yes ______ No _______

    If yes, from what source and how much (check all that apply):
    Family / Friends $____________;
    Non Profit Agency $____________ (e.g. ACCION, Business Outreach Center, Project
    Enterprise);
    Governmental Agency $ ____________ (e.g. SBA, Empire State Development, UMEZ);
    Bank $____________
    Other __________________ $______

    Do you anticipate seeking a loan within the next 12 months? Yes _____ No _______

    If yes for what amount, and for what purpose: $ ___________


    Purpose: Inventory ___ Equipment ___ Working Capital ____
    Leasehold Improvements ____ Mortgage _____ Other _________

    Do you have a Bank account for your business? Yes ___ No ____

    List all of the type of bank accounts you have whether business or personal:

    If you have a bank account, how can your bank improve its service to meet your
    business/personal needs?

    What banking services are you interested in learning more about (check all that apply):
    Business loans ____; Checking account ____; Investment/Brokerage account ____;
    Commercial Mortgage ___; Residential mortgage ____; Credit Card ___:
    Personal Loans ____; Other _______

    “Please write down any other questions or comments you may have on the back of this
    page”.

    Can we talk to you about this survey if more information or clarification is needed? If so, please
    provide your name and telephone number, or email address below.

    Name telephone number

    E-mail address
    Survey (continued)
    What is the smartest business move you have made:

    What would you advise a new business owner / entrepreneur NOT to do?

    How would you rate the service you received from a bank, governmental agency,
    or non-profit loan / technical assistance provider?
    Excellent __ Very Good __ Satisfactory __ Fair __ Poor __

    What do you base this rating on?

    What can small business agencies and banks do to assist in your success?

    What do you wish you had known before starting your business?

    What is stopping your business from moving forward?

    Do you have a business plan and marketing strategy?

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