Get Client Intake - Small Business Development Center

Completing the Client Intake form for the Small Business Development Center is a crucial step for users seeking guidance and resources for their business endeavors. This guide will provide you with clear and comprehensive steps to ensure accurate and efficient completion of the form online.

Follow the steps to successfully complete the Client Intake form.

1. Click the ‘Get Form’ button to access the Client Intake form and open it for editing.
2. Begin by filling out the 'Client Name' section, which requires your last name, first name, and middle initial.
3. Enter your email address in the designated field. If you do not wish to receive emails from the Small Business Development Center, check the appropriate box.
4. Specify your position by selecting one of the options or filling in 'Other' if applicable.
5. Provide your work phone, cell phone, home phone, and fax number where applicable.
6. Indicate your gender by checking the appropriate box.
7. Select your race from the provided options.
8. Answer the ethnicity question by selecting either Hispanic or Latino, or Not Hispanic or Latino.
9. Fill out your ZIP code and state, and provide your city and mailing address.
10. Answer questions regarding your veteran status and whether you have a disability.
11. In the 'Company Information' section, indicate your month and year of business establishment and whether you are currently in business.
12. If applicable, specify if you are exporting by listing the countries. Provide your company name and website if you have one.
13. Complete the physical address of the business, including city, state, and ZIP code.
14. Indicate how you were prompted to contact the SBDC by selecting one of the options provided.
15. Fill in business ownership details and select the appropriate business size based on ownership demographics.
16. Choose the type of business you operate from the provided categories.
17. Specify your business's legal entity and indicate if you operate a home-based business.
18. List the products or services your business offers.
19. Indicate whether you are 8(A) certified and if you conduct business online.
20. Provide information about the number of employees and their involvement in exporting, as well as financial details from the most recent business year.
21. Read and agree to the statements regarding business counseling services and the usage of your information, then provide your signature and date.
22. Once you have filled out all sections of the form, save your changes, and choose to download, print, or share the document as needed.

Complete your Client Intake form online to access valuable resources and support for your business.