TDI Assessment Form

Welcome to the Entrepreneurship Center at Community Teamwork! Please work through this form thoroughly and answer all questions to the best of your ability so our team can get better knowledge of your business!

Section 1: General Information

Full Name

Date

Phone Number

Gender

Section 2: Business Details

Business Name

Business Email

Business Phone

Business Legal Structure

Business Address

City / State / Zip Code

# of Employees

# of Employees located IN LOWELL

Owner(s) of Business

Date Business Established

What are your business hours? Are you open to the public or appointment only?

Do you sell a product or service?

Section 3:Management

Is there a general manager in charge of your business, or do owners and the management team share leadership responsibilities?

How do you oversee day-to-day tasks? Are you hands-on or prefer a more hands-off approach?

How do you handle challenges within your business?

How frequently do your managers meet with staff and conduct annual reviews?

Section 4: Accounting and Finance

Do you have any outstanding debt?

Do you have a POS system for payments? What does it cost you monthly?

Can you produce a monthly profit and loss statement balance sheet?

Are you up to date on sales taxes?

Do you have a line of credit?

Who is your accountant, and how often do you meet with them?

Do you have a bookkeeping system in place?

Who is your banker?

Is your business and personal account separated?

Is anyone else an authorized user other to your accounts?

Do you pay a monthly servicing fee for your checking account?

Section 5: Human Resources

How do you find your employees?

Do you have the proper postage OSHA federal compliance?

Do you use hiring firms for employment purposes?

Do you use an HR firm to work with your small business?

How do you determine their pay scale?

Do you have a lot of turn over at your business?

Which company handles your payroll, and how frequently do you process payroll?

Section 6: Marketing

Do you have social media accounts? Please list your socials below:

Have you done SCO?

Do you have a smartphone?

Do you use print media?

Do you have a CRM system?

Do you have a website? Please list it below

How do you both reach out to existing clients and attract new customers to your business?

Do you have a mailing list?

Do you take orders and sell products online?

Do you have recurring customers? If so, how many?

If you don't sell your products online, where do you sell your products?

Do you have customers who speak different languages? If yes, how do you connect with them?

Section 7: Operations

Do you currently hold inventory, and do you have any outstanding payments from customers?

Do you have your license to operate?

Do you have an employee handbook?

What type of insurance do you have?

Do you have legal representation, such as an attorney or lawyer, for your business?

- If there is more than one person in your business, could you please describe the overall work structure or how responsibilities are distributed?

Section 8: Owners Additional Thoughts

Please share any additional thoughts or ideas you have regarding your business. Your input is valuable in helping us understand your unique situation and needs.

Contact Information