CAM Onboarding Form

CAM Boomin to the Bank Onboarding Form

Please complete the Onboarding Form honestly so you can be properly assisted. Your responses will also help improve the program for future participants.

Step 1 of 4

25%

Basic Business Details

Name of Business(Required)

Please describe your business in two sentences (what is your product or service)

Specify what you are selling and share the benefits of your product(s) or service(s).

Do you currently have any staff members (employees and independent contractors)?

Yes

Include how many employees and/or contractors that are currently staffed by your business below:

Full-Time Employees

Part-Time Employees

Full-Time Contractors

Part-Time Contractors

Number of Years in Business (generating revenue)

The total numbers of years your business has been exchanging products/services for payments (to generate revenue)?

Business Structure

Sole Proprietor

LLC

Corporation

S-Corp

Partnership

No Business Structure/ Did not Register Business with Secretary of State Office

Do you need guidance on how to register your business?

Yes, I need guidance on how to register.

No, I know how to register my business.

Do you have a business license?

Yes

Not Applicable for my business

Have you obtained a EIN?

Yes

I don’t know what that is or why I need it

Business Location Type

Brick and Mortar (a commercial building that you own or rent)

Home-Based

Online

Pop-Up

If the business is located in a physical location, do you rent or own your business location?

Rent

Own

Not Applicable

Business Address

Street Address Address Line 2 City State ZIP Code

Business Website

We want to see your website “as-is”. Please do not make any updates to your website during the program (unless maintenance related) or start creating a website.

Do you own a business website?

Domain Name Examples: .com and .org

Yes – I currently own a domain name and my site has been created (webpages include content)

Yes – I have created a site but do not own a domain name

No – I currently own a domain name, but my site has not been created

No – I am using an online marketplace site (Etsy, Facebook, etc.)

No – I currently do not own a domain name and do not pay for a hosting site (GoDaddy, Wix, Squarespace, etc.)

Please select the reason why your website has not been created.

If you do not already have a hosting site, please do not purchase one during the program.

I have never invested in a hosting site (GoDaddy, Wix, Squarespace, etc.)

I currently pay for a hosting site (GoDaddy, Wix, Squarespace, etc.) but have not created anything yet

Other

Business Website Link

Provide us the link to view your website (example: https://blackbusinessboom.com/). Please double-check that we will be able to view your website with the link you have provided.

Please describe the current state or condition of your website ( e.g. active, under construction, domain expired, etc.)

We want to see your website “as-is”. Please do not make any updates during the program, unless maintenance related.

Business Social Media Handles

Which Social Media Platforms does your business currently use?

Please do not create new or additional accounts during the program. Also please do not make major updates – use the accounts as usual.

Facebook

Instagram

TikTok

X (formerly known as Twitter)

YouTube

Other

No Business Social Media

Facebook Handle

Example: @blackbusinessboom

Instagram Handle

Example: @blackbusinessboom

LinkedIn Name

Pinterest Name

TikTok Handle

Example: @blackbusinessboom

X (formerly known as Twitter) Handle

Example: @blackbusinessboom

YouTube Handle or Channel Name

Example: @blackbusinessboom or Black Business Boom

Other Accounts

Remember to include the social media platform name in addition to the business’ handle name.

Business Financial Details

How do customers pay for your services or products?

Cash

Ecommerce (online store payment system)

In Person Point-of-Sale System

Square

Paypal

Cash App

Invoicing

Other

Please share the other way(s) customers pay for your services or products

Do you have a business bank account?

Yes

No, I Haven’t Used Any Banking For My Business

No, I Am Using My Personal Bank Account For Business Transactions

I Qualify For One But Need Help

I Don’t Think I Qualify For One

Are you reconciling your books monthly?

Yes

Which bookkeeping system does your business currently use?

None

Excel/Sheets

Quickbooks

Wave

Xero

Other

Please do not create a new bookkeeping system during the program.

Does your business currently work with an accountant or CPA?

Yes

Annual Revenue (Previous Year)

A business’s revenue is its gross income before subtracting any expenses.

Most Recent Quarterly Revenue

Business Funding

Complete this section only if you are interested in business funding.

Are you able to provide your business tax return for 2022?

Yes

No, I didn’t file business taxes for 2022

No, I wasn’t in business in 2022

No, I requested an extension

No, I don’t plan to file business taxes for 2022

Are you able to provide your business tax return for 2023?

Yes

No, I didn’t file business taxes for 2022

No, I wasn’t in business in 2022

No, I requested an extension

No, I don’t plan to file business taxes for 2022

Are you able to provide an YTD (Year to Date) 2024 profit and loss statement on demand if requested?

Yes

Maybe

Are you able to provide a cash flow statement on demand if requested?

Yes

Maybe

Have you ever prepared financial projections for your business?

Yes

Will you use loan funds to hire additional staff?

Yes

How many additional staff members?

Proposed Use of Funds

Greatest Funding Priority for Business

Total Amount of Funding Needed to Meet Needs

Have you previously applied for a business loan?

Yes

What was the outcome of the loan you previously applied for?

Approved

Denied, please include reason(s) in next response

What were the reasons for the denial?

Business Mindset & Coaching

Do you feel confident in running your business?(Required)

Yes

Sometimes

Do you feel supported in your business?(Required)

Yes

Sometimes

Do you understand all of the financial components of your business?(Required)

Yes

Do you know how to market and convert customers/ clients?(Required)

Yes

Do you have a business model canvas or business plan?(Required)

Yes

Do you have a strategic plan?(Required)

Yes

Do you know your goals and objectives for your business?(Required)

Yes

What goals do (did) you want to accomplish during the program? (list at least 2 goals)(Required)

What support do you want to complete your goals?

What questions do you have about your business?

What do you want to discuss in your session with the coach?

Business Owner Information

Name(Required)

First Last

Date of Birth(Required)

Month

Day

Year

Race(Required)

Hispanic or Latino or Spanish Origin of any race

American Indian or Alaskan Native

Asian

Native Hawaiian or Other Pacific Islander

Black or African American

White

Two or more races

Other

Ethnicity(Required)

Hispanic or Latino

Not Hispanic or Latino

Gender(Required)

Male

Female

Non-Binary

Transgender

Decline to State

Approximate Credit Score (Self-Report)(Required)

Household Annual Income (Previous Year)(Required)

Household Size (Previous Year)(Required)

How many members are in your household, including yourself?

Please rate your level of understanding of bookkeeping(Required)

No Knowledge

Limited Knowledge (can only define bookkeeping)

Basic Knowledge (can define bookkeeping and share what general information is needed for bookkeeping)

Extensive Knowledge (can share basic bookkeeping knowledge and perform basic bookkeeping actions)

Please rate your level of understanding of loan readiness(Required)

No Knowledge

Limited Knowledge (can only define loan readiness)

Basic Knowledge (can define loan readiness and share typical loan requirements)

Extensive Knowledge (can share basic knowledge and knows how to prepare for a loan application)

Please rate your level of confidence in making business decisions based on current finances(Required)

Not Confident

Somewhat Confident

Very Confident

Do you understand how to calculate your break even point?(Required)

Yes

Do you understand the concept of Cost of Goods Sold and how to calculate for your current revenue streams?(Required)

Yes

Additional Details

What business development services needs do you and your business have?(Required)

Creating a Business Plan

Updating a Business Plan

Getting Started with Bookkeeping

Reconciling Books

Understand Financial Statements

Pulling Financial Statements

Personal Credit Improvement

Establishing Business Credit

Preparing to File Taxes for Business

Amending Past Taxes

Catching Up on Missed Tax Filings

Establishing or Changing Legal Business Entity (LLC, Corporation, Sole Proprietor)

Obtaining EIN

Obtaining Business License

Accessing a Business Loan/Line of Credit

Establishing a Way to Take Customer Payments

Planning for Retirement

Wealth Building/Investment Strategy

Other

What other business development services needs do you and your business have?(Required)

Comments/Feedback

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