Customer Needs Assessment Intake | BES Business Solutions

Step 1: Contact & Organization Details

Please provide your primary corporate coordinates so our senior consultants can prepare your file.

Contact Name *

Company / Organization Name *

Email Address *

Primary Telephone *

Secondary / Office Number

Industry Sector *

Street Address

City, State, Zip Code

Step 2: Foundational Business Setup

Auditing current establishment milestones, timelines, and organizational capacity.

1. Have you applied for your EIN (Employer ID Number)?

YesEIN assigned by IRS NoNeed BES assistance

2. Do you have a registered business name?

YesName reserved/registered NoStill selecting name

3. When would you like to launch operations?

4. Do you have a formal mission statement?

YesDrafted or finalized NoNeed formulation help

5. Operating Location Preference:

Commercial FacilityOffice, retail or venue Home-BasedVirtual / remote office

6. Have you managed a company or held management roles?

YesPrior management history NoFirst-time entrepreneur

Step 3: Legal & Financial Architecture

Evaluating your risk shield, banking relationships, and compliance readiness.

7. What is your intended legal entity structure?

LLCPersonal shield CorporationS-Corp / C-Corp Sole PropDirect control

8. Organization Purpose:

For-ProfitCommercial business Non-Profit501(c)(3) or Church

9. Have you opened a dedicated business bank account?

YesSegregated account NoNeed setup guidance

10. Do you need a formal business plan for lenders or investors?

YesRequire BES to draft NoAlready completed

11. Professional Advisors Currently Needed (Check all that apply):

BookkeeperQuickBooks Certified Notary SigningBonded & Insured Corporate AttorneyPartner network CPA / AccountantPartner network

Step 4: Package Selection & Deliverables

Select the advisory tier and project deliverables you wish to include in your initial scope.

Consulting Hour Package:

30 Consulting HoursFoundations, initial filings & business plan 60 Consulting HoursComprehensive setup, operations manual & workflows 90 Consulting HoursFull-spectrum development, staff training & launch

Mentorship Duration Option:

3 Months MentorshipEarly execution & accountability 6 Months MentorshipOperational stabilization & revenue rhythm 12 Months Full GuidanceFrom conception to full commercial birth

Specific Deliverables Checklist (Select all that apply):

Market & Competitor Research Investor-Ready Business Plan Create Operations Manual Office Systems & Filing Notary Signing Services Corporate ID & Cards Administrative Scheduling Grant Proposal Writing

Additional Comments / Bespoke Requirements:

Partner Network Guarantee: If we are not able to provide certain specialized services you need (such as litigation defense or audits), we will consult with one of our vetted partners in Delaware to provide listed services for you.

Customer Contact and Needs Assessment

Step 1: Contact & Organization Details

Step 2: Foundational Business Setup

Step 3: Legal & Financial Architecture

Step 4: Package Selection & Deliverables

Thank You, Partner!

Customer Contact and Needs Assessment

Needs Assessment Intake Wizard

Step 1: Contact & Organization Details

Step 2: Foundational Business Setup

Step 3: Legal & Financial Architecture

Step 4: Package Selection & Deliverables

Thank You, Partner!