Customer Service Forms

Customer Service Forms

This form is about individuals or entrepreneur's who needs career, life or business coaching assistance. Form Preview
  • Tell Us More About You

    To help us with your coaching experience, please complete the information requested below. This should only take about 10-15 minutes to complete.
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  • REASONS FOR POSSIBLE CHANGE

    What are your primary reasons for a possible career change, possible exploration of business ownership, or possible investment in a business?


  • WHERE

    Businesses can operate out of various places. With business ownership, you have control over where you would like to work every day.

    Geographic Area:

    Where would you like your business to be located? (City/State)

  • BUSINESS OWNERSHIP AS AN OPTION

  • BUSINESS SKILLS ASSESSMENT

  •   Not Skilled Minimal Skill Level Average Skill Level Good Skill Level Very Skilled
    General Management/Operations
    Marketing Strategy
    Sales
    Networking and Relationship Building
    Coaching, Consulting, Teaching, Presenting
    How handy are you? (building, fixing, etc.)
    Bookkeeping, Administrative
  • GROWING & SCALING YOUR BUSINESS

  • INCOME, LIFESTYLE, WEALTH & EQUITY

    The goal of business ownership is to use it as a vehicle to get to the future you want to desire. At The Entrepreneur's Source we focus on the your ILWE goals, or Income, Lifestyle, Wealth & Equity goals. 

    Income goals are what you will need annually to support yourself and your family.

    Lifestyle goals are how you live your life, for example, do you want to purchase a boat or a fancy car, maybe you expect to have college tuition payments, or a child's wedding to plan for. Do you plan to stay in your existing home or are you looking to upgrade your home, or possible downsize your home?

    Wealth goals are what you will build up in the bank and other assets that you may purchase over your life time. 

    Equity goals relate to the value of your business when you decide to sell it, or exit the business.

  • POSSIBLE BUSINESS AREAS OF INTEREST

    Franchising typically requires no industry experience, you receive intensive training, and you get surrounded by industry experts who are committed to your success.  This creates numerous possibilities for our clients. Please select some of your possible Business Areas of Interest below. Some advice: Be creative, and have fun with this category! Our goal is to help our clients to reinvent themselves, and often that means working in a whole new industry.   Franchisors are looking for people who can manage & market a proven business model. Be prepared to discuss why you chose to check off various options.


  • EDUCATION

  • CRITERIA & CONCERNS

  • WHO ELSE?

  • CONFIDENTIAL FINANCIAL INFORMATION

    Available Resources:

    As your potential  Coach,  it’s  important  that  I  have  an  understanding  of  your resources,  so  that  I can  provide the most informed advice, coaching, and assistance. You can be assured that any financial information you share with me is always confidential.

    What would you estimate your total net worth to be today (total assets minus total liabilities)?

  • EDUCATION OF FUNDING RESOURCES

    At The Entrepreneur's Source (TES), we have several referral partners who specialize in franchise funding. They would be pleased to talk with you, review your personal situation, and educate you about various funding options that would best suit your needs.

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