Once you have completed the Pre-Counseling Questionnaire and submitted the Request for Counseling Form (also download, print and complete here: Request for Counseling Form (PDF)), the SBDC staff will call or email you to schedule your counseling session. Information from the pre-counseling questionnaire will be used to determine which counselor will meet with you at your first session. Depending on your area of assistance, there may be additional information that you will need to complete prior to your counseling session. Please see the list below to determine if you will need to provide any additional information:
Startups– Please review the checklist in the Start Your Business section and prepare a first draft of the Business Description and Marketing sections of your Business Plan, found on pages 15 – 22 of the Business Planning Guide. The SBDC will review your draft and assist you with the next steps to a completed Business Plan.
Existing Companies (in business at least one year) that need financing – Review the Finance section and obtain your FICO credit score. Be ready to review your company’s financial information with the Business Analyst.
Social Media Counseling – Contact the SBDC for the link to the Social Media Questionnaire that must be completed before social media counseling is scheduled.
HR Counseling – Contact the SBDC for the list of information that must be submitted prior to scheduling a HR session.