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- State of Black Business Report
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About Us
Impact and Insights
- 2023 Impact Report
- State of Black Business Report
Programs & Resources
- Free Small Business Programs
- Business Boost Resource Hub
Partnership
Donate
Contact

DPS Review Saleforce BANK Offboarding Form

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

Step 1 of 2

50%

Which Boomin to the Bank cohort are you offboarding for?(Required)

Basic Business Details

Name of Business(Required)

Choose Your Business Industry(Required)

Number of Full-Time Employees(Required)

Number of Part-Time Employees(Required)

Number of 1099 Contractors(Required)

Do you run your business full or part time?(Required)

Full time

Part time

Current Business Structure(Required)

Sole Proprietor

LLC

Partnership

Corporation

Nonprofit

No Formal Structure

Do you have a business plan?(Required)

Yes

No

Personal & Business Finance

Do you have a business bank account?(Required)

Yes

No

If "No" Would you like assistance with obtaining a business bank account?(Required)

Yes

No

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

Yes

No

Have you established business credit since the program?(Required)

Yes

No

Are you now using a personal budget?(Required)

Yes

No

Are you now using a business budget?(Required)

Yes

No

Do you have a better understanding of your personal finances?(Required)

No, I could use a Financial Advisor

Yes, I understand my finances on my own

Yes, I have a Financial Advisor

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

No, I could use a business finance coach

Yes, I have a bookkeeper or accountant

Yes, I work with a business finance coach

Yes, I understand my finances on my own

If "No" "Do you feel better equipped to reconcile your books and pull financial reports?(Required)

Yes

No

Has Boomin University made you feel more confident 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

Has Boomin University made you feel more supported in running your business? (Scale 1-5)(Required)

1 – No support

2 – Minimal support

3 – Adequate support

4 – Strong support

5 – Excellent support

Which challenges have been addressed through the program? (Select all that apply)(Required)

Improved financial literacy and management

Secured funding or loans

Expanded or Improved business operations

Enhanced operational efficiency

Strengthened customer service or client relations

Gained access to mentorship or network support

Other (please specify)

Other specific challenges (Please specify below):

What new systems, processes, or initiatives have you implemented as a result of this program? (Select all that apply):(Required)

Financial management systems (budgeting, bookkeeping, cash flow tracking)

Business expansion (e.g., new markets, storefront, e-commerce)

Business coaching or mentorship

Business expansion (e.g., new markets, storefront, e-commerce)

Hiring employees or contractors

Other (please specify)

Other new systems, processes, or initiatives (Please specify below):(Required)

If you selected "Hiring employees or contractors," please specify the type(s):(Required)

Full-time employees

Part-time employees

Contractors

Other

Please specify below other staff(Required)

How has your access to funding or capital changed since completing the program?(Required)

Secured a loan (e.g., Kiva loan) Amount______________

Created additional funding streams (e.g., partnerships, grants)

Improved personal/business credit score

No change

Other (please specify)

Other funding or capital changes (Please specify below):

Which aspects of the program were most valuable to you? (Select all that apply)(Required)

Mentorship and networking opportunities

Financial literacy and planning tools

Support in securing funding or loans

Confidence building and empowerment

Community support and collaboration

Other (please specify)

On a scale of 1 to 5, how much has this program helped to provide you with a plan to achieve your business goals?(Required)

1 – Not at all

2 – Slightly

3 – Moderately

4 – Significantly

5 – Fully

What is the most significant change or growth your business experienced during the program? (Select all that apply)(Required)

Secured capital or funding for growth

Expanded team or hired new employees

Launched new products or services

Improved business systems or operational processes

Opened a physical storefront or expanded into new markets

Other (please specify)

Other significant change or growth (Please specify below):

How would you describe your business growth after completing the program?(Required)

Little to no change

Moderate growth in specific areas

Significant growth and expansion

Exponential growth in multiple areas

What additional support or resources would you need for continued success? (Select all that apply)(Required)

Further mentorship or coaching

Financial support or access to more funding

Expansion strategies for new products or services

Operational guidance for efficiency

Other (please specify)

Would you recommend this program to other business owners?(Required)

Yes

No

If yes, what would you say to encourage others to join the program? (Optional)

Business Owner Information

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

Name(Required)

First Last

Phone(Required)

Email(Required)

Enter Email Confirm Email

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100 Powell Place, Nashville, TN 37204

about us
partner with us
contact
100 Powell Place, Nashville, TN 37204

about us
partner with us
contact
100 Powell Place, Nashville, TN 37204

about us
partner with us
contact
100 Powell Place, Nashville, TN 37204

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