Phoenix Rising Cohort Application
Many businesses need strategic planning, mentorship, coaching and consulting services to sustain the marketplace and potentially take their business to the next level. Sherman Phoenix was built on the premise that we all need each other, so doing our part to help local businesses grow, is imperative. Phoenix Rising is about creating success and reaching maximum potential by gaining clarity on business vision, and finding a direct path to accomplish goals and navigate the complex world of entrepreneurship with experienced professionals who understand. The Phoenix Rising Business Development Program is here to help you start, strengthen or scale your business. By offering workshops, networking events, 1:1 Coaching and access to grants. This application includes a business assessment tool which takes a deeper dive into you and your business so we can best serve you. Please take 20 - 30 minutes to complete this so we can connect you to the resources you need.
Name
*
First Name
Last Name
Email - please use the same email you applied with
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a resident of the Sherman Park or Sherman Phoenix neighborhood?
*
Yes
No
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Business Information
Business Name
*
Does your business have a physical location? If so, how many locations do you have?
*
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Type of Business
*
Business Product or Service
*
Describe your business in one to two sentences.
*
What is the current status of your business? (Examples may include: business registration with sales, has employees (including owners), and/or incurred business expenses.)
*
Pre-Business/Exploring Ideas (not yet operating)
Start-Up/In-Business (operating 12 months or less)
In-Business/Established (operating more than 12 months)
Ready for Growth, Expansion, Scaling-Up
Ideation: I have a great idea and will start my business in the next 3-6 months.
Please enter how long you have been in business.
Business Structure
*
Non-Profit
Sole Proprietorship
Partnership
C-Corporation
S-Corporation LLC
Limited Liability Company (LLC) - Single Member
Limited Liability Company (LLC) - Multiple Members
Co-Owners’ names if applicable.
Employees: How many employees do you have? Include yourself.
*
Revenue: Explain how your business makes or will make money.
*
What is your annual business revenue?
*
Less than $10,000
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 and up
Growth: Describe how your business is making progress or growing.
*
What are you excited about and concerned about with your business?
*
Do you have an EIN-Employer Identification Number?
*
Yes
No - (You can apply for one for free at the IRS website, ideally if registered with the State of Wisconsin first.)
Is your business legally registered in the State of Wisconsin?
*
Yes
No
Do you have a business banking account separate from your personal bank account?
*
Yes
No
Do you have a DUNS number?
*
Yes
No- Apply for one at Duns & Bradstreet: https://www.dnb.com/duns-number/get-a-duns.html
Do you have a business framework or business plan?
*
Yes
Yes and I have a Business Framework - One Pager.
No. I need a business plan.
No but I have a Business Framework - One Pager.
If you answered Yes, does your business plan have the following:
*
Company Description with business goals and objectives and background of the industry
Business Organization with advisors, ownership type, managing people and managing the sales/expense records
Marketing Plan with products/services description, customer analysis, competitive analysis, pricing structure, promotional strategies and customer service/sales
Strengths and Weaknesses Analysis
Financial plan with Start-up Costs/Needs, One Year Projections, Three Year Profit and Loss Projections, and other financial documents/analysis
Need to create a framework or plan
If you are an existing/established business, do you have a current Profit/Loss statement for the previous year from your tax filings?
*
Yes
No
No, not applicable. Business started or will start this year.
Marketing: How do you currently market your business or interact with your customers?
*
Word of mouth
Referrals
Google Ads
Social Media Marketing
Email Blast
Other
What are three goals that you would like to accomplish in the next three to six months?
*
Please select organizations that you have or are currently receiving business assistance from.
*
African American Chamber of Commerce of WI
WI Black Chamber of WI
SCORE
SCALE UP
WWBIC
Phoenix Rising Business Community Network
SBDC - Small Business Development Center
Hmong Chamber of Commerce
WEDC - WI Economic Development Center
Private consulting and coaching services
Other
Select your top 3 to 5 business needs
*
Accounting
Advertising
Business Development
Grant Writing
HR Consulting
Legal
Marketing and Branding
Operations
Photography
Public Relations
Real Estate
Sales Strategy
Social Media Management
Tax Accounting
Videography
Web Design
Funding
Business Plan
Other
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Finances and Equity
How often do you check your personal and business finances including your account balance, spending habits, and/or budget?
*
Daily
Weekly
Monthly
Quarterly
Has your personal or business credit impacted your ability to launch or grow your business
*
Yes
No
What types of business equity do you have?
*
Developed a unique product or service
Marketing - able to create social media content, flyers, brochures
Created business website
Time - your personal time investment dedicated to your business (at least 10 hours per week)
Money - your personal financial investment into your business
Business Training Classes
Feel free to share any additional information about your business equity.
Is your business currently using accounting software such as Quickbooks, Quicken, Fresh, Square, etc?
*
Yes
No
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Online Presence Links
Website
Google My Business Profile
Facebook
Instagram
Other
LinkedIn
YouTube
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Optional Uploads
Business Logo
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Business Plan or Framework
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Marketing Flier
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Business Taxes filed (Schedule C, K-1, etc)
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Submit
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