🔒 Secure Client Portal

Client Questionnaire
& Documents Checklist

Once your order is placed, complete this questionnaire and checklist so our team can get started on your business plan right away.

📂 Documents Checklist 📋 Fill Questionnaire →
📌 How this works: Step 1 — check off all documents you have ready using the checklist below. Step 2 — fill the questionnaire form and submit. We'll receive everything at [email protected] and begin your plan. Questions? WhatsApp us.
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Documents Required — Check off what you have ready

Tick each document you have. You don't need everything right away — we can begin with what's available and collect the rest during the process. Send all documents to [email protected] or share via WhatsApp.

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1. Personal & Background Documents

  • Passport bio page
  • Resume / CV
  • Educational certificates and degrees
  • Professional licenses, certifications, or specialized training certificates
  • Awards, recognitions, media features, or publicationsIf available
  • Letters of support or recommendationIf available

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2. U.S. Company Documents

  • Articles of Incorporation / LLC formation documents
  • EIN Letter (IRS)
  • Operating Agreement or Shareholders Agreement
  • Any business permits, licenses, or certificationsIf available
  • DBA / Fictitious Name RegistrationIf applicable
  • State registration or certificate of good standingIf available

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3. Financial & Investment Documents

  • Proof of total capital investment (bank statements, wire transfer receipts)
  • Breakdown of investment sources
  • Proof of funds for each investorIf applicable
  • Loan approval lettersIf applicable
  • Previous years' financial statementsIf operating
  • Projected financials (if already prepared)If available

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4. Operational & Business Information

  • Detailed business description (write-up about what you do)
  • Product/service catalog, brochures, or presentationsIf available
  • Process maps, workflow descriptions, or SOPsIf available
  • Vendor/supplier listsIf available
  • Pricing sheets or product price lists
  • Cost sheets or bills of materialsIf available

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5. Marketing & Branding Materials

  • Company logo (any format)
  • Website URL, blog links, social media handlesIf available
  • Marketing materials (flyers, brochures, catalogs)If available

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6. Employment & Organizational Documents

  • Resumes/bios of key personnel (if already hired)If available
  • Job descriptions for planned rolesIf available
  • Organizational chartIf available

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7. Financial Planning & Expense Details

  • List of monthly and annual expenses (rent, utilities, salaries, etc.)
  • Office lease agreementIf applicable
  • Equipment quotes or invoicesIf applicable

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8. Market & Expansion Information

  • Any market research conductedIf available
  • Existing customer lists or pipelineIf available
  • Partnership, distributor agreements, or letters of intentIf available

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9. Additional Useful Documents

  • Business deck or pitch deckIf available
  • Previous business plansIf available
  • Photos of existing operations, products, or facilitiesIf available
  • Industry-specific compliance documentsIf applicable

📤 How to Send Documents

Email all documents to: [email protected]

OR share via WhatsApp: +91 96636 19020

Don't have everything? That's OK — send what you have now. We'll let you know if we need anything else.

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