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BASE Worx - Survey

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

Age Range:
18-24
25-34
35-44
45-54
55+
Preferred Communication Method
Email
Phone
Text Message
Have you participated in any business development programs before?
Yes
No

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, 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)
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)
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)

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
Which of the following financial topics do you need more support with? (Select all that apply)
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:
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:
Are you interested in learning more about:
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)
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)

Section 5: Estate Planning

Do you have an estate plan (e.g., will, trust, etc.)?
Yes
No
Are you interested in learning about:

Section 6: Additional Information

How did you hear about BASE Worx?

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!

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