DPS Review Saleforce BANK Onboarding Form

Step 1 of 2

Personal & Business Finance

Do you have a business bank account?(Required)

Yes

Do you have a relationship with a banker?(Required)

Yes

Have you established business credit?(Required)

Yes

Are you currently using a personal budget?(Required)

Yes

Are you currently using a business budget?(Required)

Yes

Do you understand your personal finances?(Required)

No, I could use a Financial Advisor

Yes, but I don’t have a Financial Advisor

Yes, I have a Financial Advisor

Do you understand your business finances?(Required)

No, I could use a business finance coach

Yes, but could use a business finance coach

Yes, I have a bookkeeper or accountant

Yes, I work with a business finance coach

Are you currently reconciling your books and pulling financial reports?(Required)

Yes

How confident are you in running your business? (Scale 1-5)(Required)

1 – Not confident at all

2 – Slightly confident

3 – Moderately confident

4 – Fairly confident

5 – Very confident

Do you have support in running your business? (Scale 1-5)(Required)

1 – No support

2 – Minimal support

3 – Adequate support

4 – Strong support

5 – Excellent support

What specific challenges are you currently facing in your business? (Select all that apply)(Required)

Limited financial literacy or cash flow management

Difficulty securing physical space for expansion

Need for a comprehensive business plan

Struggles with operational efficiency and customer service

Need to secure funding or loans

Limited access to mentors and networks

Other (please specify)

Other specific challenges (Please specify below)

Which areas of your business do you hope to improve through this program? (Select all that apply)(Required)

Financial management (Budgeting, Cash flow, Credit)

Securing funding or investment capital

Streamlining operations and improving efficiency

Expanding products or services (E-commerce, New markets)

Developing a strong business plan or pitch

Strengthening customer service and client relations

Building a support network or mentorship

Other (please specify)

Other areas of improvement (Please specify below)

What financial goals do you want to achieve during this program? (Select all that apply)(Required)

Securing a loan or other funding (e.g., Kiva loan)

Creating a business budget or financial projection

Improving personal or business credit

Achieving profitability or financial stability

Learning about cash flow management

Other (please specify)

Other financial goals (Please specify below)

How confident are you in your current ability to scale your business? (Rate 1-5)(Required)

1 – Not confident at all

2 – Somewhat unsure

3 – Neutral

4 – Fairly confident

5 – Very confident

What steps, if any, have you already taken towards achieving your business goals? (Select all that apply)(Required)

Established HR or hiring processes

Developed a business plan or strategy

Secured a loan or funding

Expanded into new markets or launched new products/services

Created a budget or financial management system

Other (please specify)

Other steps (Please specify below)

Are you currently part of any mentorship or support networks?(Required)

Yes

If yes, please specify:

Please specify mentorship or support networks below

Business Owner Information

This section is collect data that must be reported to our grant funder for this program.

Name(Required)

First Last

Age Group(Required)

18-24 years old

25-34 years old

35-44 years old

45-54 years old

55+ years old

Race(Required)

Hispanic or Latino

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)

Highest Education Level Completed(Required)

High School or Equivalent

Bachelors Degree

Masters Degree

Doctorate Degree

Please check any of the following that apply

Veteran

Disabled

SNAP recipient

Student

Single Parent

Unemployed

Household Income Level(Required)

Household Size(Required)

# of Adults (18+) in Household(Required)

# of Children (Under 18) in Household(Required)

T-Shirt Size(Required)

Please provide your size in men’s size tshirts.

Shipping Address(Required)

Street Address Address Line 2 City State ZIP Code

Phone(Required)

Email(Required)

Enter Email Confirm Email

Basic Business Details

Personal & Business Finance

Business Owner Information