BASE Worx Entrepreneur & Financial Literacy Survey

Thank you for your interest in the BASE Worx Program! Your responses will help us understand your needs, match you with the right mentors, and provide tailored resources to support your business journey.

Section 1: About you

First name

Last name

Email

Phone

Age Range:

Preferred Communication Method

Email

Phone

Text Message

Have you participated in any business development programs before?

Yes

No

If you answered yes to the previous question, please specify:

Section 2: Business Goals and Strategy

Do you currently have a business?

Yes, it's operational

Yes, but it's in the planning stages

No, I have an idea but haven’t started

If you have a business or idea, please describe it briefly:

If you have a business, what stage is your business in?

Idea stage (I have an idea but haven’t started)

Startup stage (My business is less than 2 years old)

Growth stage (My business is scaling)

Established stage (My business is operational and steady)

What are your primary business goals? (Select all that apply)

What challenges are you currently facing in your business journey? (Select all that apply)

Operations and logistics

Limited funding or resources

Lack of time to focus on growth

Unclear or undefined business goals

Difficulty identifying my target audience

Challenges in managing cash flow or finances

Other (Please specify):

If other was selected, please specify:

How confident do you feel in your ability to strategize and achieve your business goals?

Very confident

Somewhat confident

Not confident

Do you currently have any business partners or collaborators?

Yes

No

Are you interested in learning about or improving in the following areas? (Select all that apply)

Writing a business plan

Market research and competitor analysis

Pricing and revenue strategies

Creating an operations manual

Building a team and leadership development

Digital marketing and social media strategies

E-commerce or online business tools

Other

If other was selected, please specify:

Are you interested in being matched with a mentor?

Yes

No

What qualities are most important to you in a mentor? (Rank in order of importance 1-4)

Expertise in my industry

Experience as an entrepreneur

Knowledge of financial management

Leadership and communication skills

Section 3: Financial Literacy and Financial Health

How would you rate your current financial literacy?

Beginner (I’m new to understanding financial concepts)

Intermediate (I understand some basics but need more guidance)

Advanced (I’m confident in my financial knowledge and decision-making)

Do you currently have a business budget or financial plan?

Yes

No

Have you attended any financial literacy workshops or training?

Yes

No

If you answered yes to the previous question, please specify:

Which of the following financial topics do you need more support with? (Select all that apply)

Budgeting and cash flow management

Understanding business credit

Managing taxes and compliance

Saving and investing strategies

Debt management and reduction

Do you currently have a personal emergency savings fund?

Yes, I have at least 3–6 months of expenses saved

No, but I’m working on building one

No, and I need guidance to start

Do you currently have business debt?

Yes, and I’m managing it well

Yes, but I need help managing it

No

Are you interested in learning about financial tools such as:

Business loans and financing options

Setting up and managing business accounts

Tools for tracking income and expenses

Other

If other was selected, please specify:

How confident are you in your ability to manage your finances?

Very confident

Somewhat confident

Not confident

Do you feel you have access to the financial resources needed to grow your business?

Yes

No

Section 4: Homeownership and Real Estate

Are you a homeowner?

Yes

No

If you own or plan to own a home, are you interested in learning about financial strategies like:

Leveraging home equity for business or personal goals

Refinancing options to reduce interest rates

Managing property taxes and expenses

Building wealth through real estate

Are you interested in learning more about:

Purchasing a home

Investing in real estate

Refinancing or leveraging home equity

Are you currently interested in investing in real estate or owning rental properties?

Yes, I already own investment properties

Yes, but I need more education on how to start

No, but I’d like to explore this option in the future

No, I’m not interested

What is your biggest challenge or concern about homeownership? (Select all that apply)

If other was selected, please specify:

Have you previously sought assistance or education on homeownership?

Yes, I’ve attended workshops or worked with a counselor

No, but I’m interested in learning

No, and I don’t feel I need assistance

What type of support would you find most helpful in achieving homeownership? (Select all that apply)

Homebuyer education classes

Guidance on improving credit and financial health

Help with down payment assistance programs

Information about low-interest mortgage options

Other

If other was selected, please specify:

Section 5: Estate Planning

Do you have an estate plan (e.g., will, trust, etc.)?

Yes

No

Are you interested in learning about:

If other was selected, please specify:

Section 6: Additional Information

What outcomes do you hope to achieve by participating in BASE Worx?

Are there any other areas you’d like support in?

How did you hear about BASE Worx?

If other was selected, please specify:

Thank You!

Your responses will help us match a program that meets your needs and sets you up for success. We’ll follow up soon with next steps!

BASE Worx - Survey

BASE Worx Entrepreneur & Financial Literacy Survey