Intuit IDEAS Program Onboarding

Intuit IDEAS Program

Invest – Develop – Empower – Accelerate – Scale

Onboarding Assessment for 2024-2025 Program Year

This Assessment Form, is meant to provide the Urban League and its partners with insights about your business allowing the program to be tailored to your specific strategic needs and goals.

This is a comprehensive assessment form. We expect that it will require 20-30 minutes to complete the form and attach the required documentation for a complete submission of the Assessment Form. If you have any questions or are having difficulties completing this form, please contact [email protected].

Owner Information

Owner's Name(Required)

Company Name(Required)

Applicant's Phone Number(Required)

Applicant's Business Email(Required)

What is your official title relative to the business (Director, CEO, etc)?(Required)

How many co-owners do you have, if any?(Required)

Please enter a number greater than or equal to 0.

How many other companies do you or have you owned outside of the Applicant business?(Required)

Please enter a number greater than or equal to 0.

What is the largest number of employees you have managed at a given time?(Required)

What is your FICO credit score(Required)

What is your highest level of education completed(Required)

High School

Some College

College Graduate

Graduate School

Undergraduate Degree / Major

(If applicable)

Graduate Degree

(If applicable)

Owner Objectives

What are your Top 3 personal strengths as a business owner?(Required)

What are your most significant personal challenges as a business owner?(Required)

What factors in your non-business life have the biggest positive impact on your ability to be a successful entrepreneur?(Required)

What factors in your non-business life create the greatest challenges as you strive to be a successful entrepreneur?(Required)

What are the Top 3 objectives you would like to achieve for yourself as an entrepreneur and leader by participating in this program?(Required)

What specific areas of emotional intelligence do you think you need to improve to enhance your business performance:(Required)

- Self-awareness is your ability to perceive and understand the things that make you who you are as an individual, including your personality, actions, values, beliefs, emotions, and thoughts.

- Self-management is your ability to regulate your behaviors, thoughts, and emotions in a productive way.

- Social Awareness is the ability to take the perspective of and empathize with others, including those from diverse backgrounds and cultures.

- Relationship management is the ability to build and maintain healthy relationships.

Self-Awareness

Self-Management

Social Awareness

Relationship Management

Business Information - Financial Documents to be Submitted

2021-2023 and 2024 year-to-date Profit and Loss Statement (as many years as you can provide)

Drop files here or

Accepted file types: pdf, doc, docx, xml, Max. file size: 100 MB.

2021-2023 quarterly and most recent 2024 Balance Sheets (as many years as you can provide)

Drop files here or

Accepted file types: pdf, doc, docx, xml, Max. file size: 100 MB.

2021-2023 business Federal Tax Filings, if applicable (as many years as you can provide) OR appropriate schedules if your business operates as an LLC/tax pass through

Drop files here or

Accepted file types: pdf, doc, docx, xml, Max. file size: 100 MB.

December 2021, 2022, and 2023 Statements for your primary Business Bank (as many years as applicable) and for the last 3 months

Drop files here or

Accepted file types: pdf, jpg, jpeg, png, Max. file size: 100 MB.

What percentage of your sales over the past twelve (12) months were provided through a commercial partner?

(i.e. – Amazon, Shopify or similar 3rd party sales platforms)

Please enter a number from 0 to 100.

What percentage of your sales over the past twelve (12) months were provided via eCommerce?

Please enter a number from 0 to 100.

Business Information – Additional Questions

Is your business “in good standing” relative to your state business registration agencies?(Required)

(i.e. – California Secretary of State)

Yes

Who besides the business owner is part of the core leadership team for the business?(Required)

List team members, if any, by title and/or role; put “none” if applicable.

Do you work full time or part time for the business? If part time, where do you work outside the business?(Required)

How much cash has the business owner invested in or debt has the owner personally assumed to support the business over the past 12 months?(Required)

Please enter a number greater than or equal to 0.

How much cash has the business owner taken out of the business over the past 12 months (excluding periodic salary amounts)?(Required)

Please enter a number greater than or equal to 0.

How much has the business owner received in salary or other profit distributions over the past 12 months?(Required)

Please enter a number greater than or equal to 0.

List any insurance coverages the business has purchased

List any litigation in which the business is currently involved or might be involved within the next six months

Business Objectives

Do you plan to scale, maintain or downsize your business?(Required)

Scale

Maintain

Downsize

Unsure

Rank the objectives you would like to achieve for your business by participating in this program:

Drag and reorder list by priority from highest to lowest (top=highest priority)

Understanding of my business finances
Understanding and improving my personal and business credit scores
Marketing and revenue generation capability
Access to bank financing
Ability to find investors

What are the percentage growth targets for your business over the next 12 months:

Revenue:(Required)

Please enter a number greater than or equal to 0.

New Products or Services(Required)

Please enter a number greater than or equal to 0.

Customers(Required)

Please enter a number greater than or equal to 0.

Locations:(Required)

Please enter a number greater than or equal to 0.

Employees:(Required)

Please enter a number greater than or equal to 0.

Other:

Intuit Product information

Does your company have a computer capable of running QuickBooks, Mailchimp and TurboTax(Required)

(Computer that is less than 4 years old, Windows 10 or higher for PCs, etc.)

Yes

How familiar are you with Intuit’s product suite for small businesses?(Required)

Not At All Familiar	Somewhat Familiar	Experienced User

What’s your view on Intuit’s brand and reputation?(Required)

What's your view on Intuit product suite: Quality of Products in their Range of Offerings(Required)

What's your view on Intuit's product line? Relevance of their Products to your Business(Required)

What's your view on Intuit's product suite: Value for Price for their Products(Required)

Intuit Products Survey(Required)

	How likely are you to recommend Intuit and its products?	How likely are you to recommend use of Intuit’s experts?	How likely are you to recommend use of Intuit TurboTax?	How likely are you to recommend use of Intuit QuickBooks?	How likely are you to recommend use of Intuit Mailchimp?
Do Not Recommend
Recommend Somewhat
No Opinion
Recommend
Highly Recommend

Do you currently use QuickBooks? If yes, which version? Simple Start, Essentials, Plus, or Advanced(Required)

If not, please list the software you and/or your employees use for accounting (put “none” if you don’t use accounting software)

If you are an existing user would you like to keep your current plan (at no cost to you) for 12 months or upgrade to QBO Advanced (at no cost to you) for 12 months?

Keep Current Plan

Upgrade

If you are an existing user, please provide your QuickBooks Company ID.

Here are instructions on how to find that number: CLICK HERE TO VIEW

If you currently use QB, do you currently have your own accountant/bookkeeper?

Yes

If you are an existing user, and you have an accountant, bookkeeper or employee who uses your QB subscription, can you confirm your existing subscription is billed directly to you?

Yes

Please choose your entity type:

Sole Proprietor

Single Member LLC

S-Corp

Partnership

For partnerships, if partner is spouse, do they reside in a community property state?

Yes

For Sole Proprietors and Single Member LLC - please provide your filing status?

Single

Married Filing Jointly

Married Filing Seperately

Head of Household

Are you up to date on your 2023 tax year filings?(Required)

Yes

Who prepared your prior year return?

Self (incl. friend or family member)

Professional Accountant/Firm

Do you currently use Mailchimp?(Required)

Yes

If yes, which pricing plan? Free, Essentials, Standard, Premium

Free

Essentials

Standard

Premium

If yes, please provide your Mailchimp username

If yes, please provide the email associated with your account

If you use Mailchimp, how many years has your business used it?

If not, please list the software you and/or your employees use for email marketing

How many client contacts do you have in your Mailchimp (or similar) application database?

How would you rate your personal proficiency with Mailchimp

I'm not the one who uses it	Beginner (I can make it work)	Intermediate (fairly frequent user)	Expert (I know the product well)

If you are not the main MC user for your company, how would you rate the proficiency of the main user

Beginner	Intermediate	Expert

What are your marketing goals?(Required)

Select all that apply

Increase Brand Awareness: Establish and strengthen your brand presence in the market.

Generate Leads and Boost Sales: Attract potential customers and drive higher sales to maximize revenue.

Drive Customer Engagement and Retention: Create stronger relationships with your audience and improve customer loyalty.

Optimize Marketing Efficiency: Streamline marketing processes and maximize ROI through automation and data analysis.

Leverage Data for Decision Making: Use CRM and analytics tools to understand audience data and make informed marketing decisions.

Affirmation(Required)

I hereby affirm that all the information provided above is correct, is my own information and input and that I can provide follow up supporting materials if requested by the Urban League affiliate in my city.

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Intuit IDEAS Program Onboarding

Intuit IDEAS Program

Invest – Develop – Empower – Accelerate – Scale

Onboarding Assessment for 2024-2025 Program Year

Owner Information

Owner Objectives

Business Information - Financial Documents to be Submitted

Business Information – Additional Questions

Business Objectives

What are the percentage growth targets for your business over the next 12 months:

Intuit Product information

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