Free business check-up — InteliBusiness

Your company

1. Is your company (LLC) already registered in Texas?

No, I want to start oneNot sure I need oneYes, I have one

2. Do you have an EIN from the IRS?

NoYesNot sure

3. How many owners will the business have?

Just meTwo or more partners

4. What applies to your business?

Select all that apply

I will use a different business nameI sell taxable goods or servicesNone

5. Do you have a website?

NoYes, but it brings no clientsYes, and it works

6. How is your social media?

I have noneI have it but rarely postI post often

8. What language do your clients speak?

SpanishEnglishBoth

9. How do you track clients and quotes?

In my head or on paperExcel, notes or WhatsAppA system (CRM)

10. How many hours a week go to repetitive tasks?

Quoting, answering the same questions, invoicing, following up

0–23–56–10More than 10

11. Have you lost clients by not replying or following up in time?

YesSometimesNo

12. What matters most to you right now?

Getting formalizedGetting more clientsSaving timeAll of the above

13. How much could you invest to get started?

One-time payment

Under $1,000$1,000–2,500$2,500–5,000Over $5,000

14. How much could you invest per month to grow?

Under $300$300–800$800–1,500Over $1,500

15. When do you need it?

This monthIn 1–3 monthsJust exploring

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