MESO Elevate Program Application

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Micro Enterprise Services of Oregon (MESO) is a 501(c)(3) non-profit organization that offers a wide range of services, including business classes, business growth planning, access to capital, credit building, and a connection to local resources. Our Elevate program is a unique opportunity for you to access an accelerated growth cohort over the course of a year to learn the systems entrepreneurs need to scale to their first six or seven figures and build a sustainable business. Cohort sizes are small with a maximum of 12 participants per quarter.  

The administrative fee for the Elevate program is on a sliding scale ranging from $500-$1500, it provides you with one year of monthly cohort sessions and one-on-one business coaching to implement the systems you are taught. MESO Elevate clients will focus and experience the following throughout the program 

  • Annual and Quarterly Planning  
  • Develop and implement systems in Marketing, Sales, Finance and Operations  
  • Guest speakers in areas that will further the cohort as a whole 
  • Entrepreneurial mindset growth 
Please note that each application is considered on its own merits within the criteria of the program. While we attempt to provide assistance to as many applicants as we can, there are 48 entrepreneurs accepted into our Elevate program per year at 12 per quarter. The filing of an application is not a guarantee of enrollment. You will be notified by the MESO Elevate Program manager once we have made a decision about your Elevate application and invited to proceed through the interview process should your application move to the next round.  

The ideal candidate for this program: 
  • 3+ years in business 
  • Business Gross Revenue at $50,000+  
  • Able to dedicate 5 hours once a month to meet with the cohort and 90 minutes to meeting with an advisor 
  • Looking to scale to 6 or 7 figures in revenue 
Thank you for taking the time to fill out this application. We look forward to serving you! 
Contact Information




Business Information


An EIN is a federal tax ID number, obtained from the IRS. Not all businesses have an EIN#

Business Financials



Marketing

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Business Audit

Using the scoring system of 1-10, please rank the following statements: 1 being not strong or do not have – 10 it is phenomenal and working well in my business
Q1 I have consistent marketing strategies that have greatly improved my bottom line 
1 2 3 4 5 6 7 8 9 10
Q2 I have a strong handle on my business finances (profit and loss, reconciliation of accounts, taxes) 
1 2 3 4 5 6 7 8 9 10
Q3 I am confident that my business is set up strongly from a legal standpoint 
1 2 3 4 5 6 7 8 9 10
Q4 I have marketing systems in place that are automated to help me focus on the day to day of my business 
1 2 3 4 5 6 7 8 9 10
Q5 I generate predictable revenue 
1 2 3 4 5 6 7 8 9 10
Q6 I plan my business revenue quarterly 
1 2 3 4 5 6 7 8 9 10
Q7 I pay myself a livable wage 
1 2 3 4 5 6 7 8 9 10
Q8 I have a clear understanding of inventory & product production processes. (for retail, food and product clients only) 
1 2 3 4 5 6 7 8 9 10
Instructions
Give yourself a score of Red Light, Yellow Light or Green Light for each corresponding quadrant
Square with the words starting clockwise from the 12:00 position: Brand & Marketing, Sales, Finance Health, Operations
Marketing
  • Aligned Identity: Your Mission, Vision, Values, and Purpose are clearly defined and consistently reflected in daily business operations
  • Cohesive Branding: Your brand visuals are consistent and professional across all channels (Website, Print, Social, etc.)
  • Focused Authority: You have a well-defined ideal audience and are recognized as an expert within your market/industry
Sales
  • Financial Management: Your P&L, business taxes, and annual reporting are accurate and up to date
  • Sales Strategy: You have a clear and actionable sales plan in place
  • Operational Budgeting: You maintain a finance plan to cover operational costs effectively
Finance
  • Finance plan to pay for Operations 
  • Written Growth Plan or Business Plan 
  • Loyalty Program or Follow-Up for returning business 
  • Daily, Monthly, and Annual trackable reports that you consistently monitor 
Operations
  • Loyalty Program or Follow-Up for returning business 
  • Standard Operating procedures that are duplicatable and can be handed off to an employee 
RESPONSES
🔴 RED LIGHT 🟡 YELLOW LIGHT 🟢 GREEN LIGHT
Business Mindset
An entrepreneurial mindset is important for success because it helps entrepreneurs navigate uncertainty, adapt to change, and turn challenges into opportunities.

In the following questions please answer truthfully with your gut reaction. There is no wrong or right answer, it allows us to better understand where we can help your growth within the cohort.  






Goals
What do you hope to achieve in your business within the next:



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