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Client Name
First Name
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Last Name
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Phone
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Email
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Consultant Name
If Yes, Business Name:
Consultant Assessment
Entrepreneurial Literacy
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Credit Worthiness/Preparedness
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Technical & Media Proficiency
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Funding Readiness
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What is the Clients Priorities and what are the Classes that meet these Priorities?
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Credit/Banking Basics Training
Inidividual Credit Counseling
Microsoft Word/Excel Training
Google Business/Communications Training
Business Plan/Marketing Plan
Budget/Projections/$ Record-Keeping Consults
Regulatory/Tax/Certifications Training
Loan Feasibility/Application for Funding
Action Plan
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Training Plan
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Task Date
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Completion Date
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SUBMIT
