THE CENTER FOR SMALL BUSINESS



THE CENTER FOR SMALL BUSINESS

SCHOOL OF BUSINESS ADMINISTRATION

CALIFORNIA STATE UNIVERSITY, SACRAMENTO

Prospective Client Summary Form

Business Name:

Address:

City:

Contact Person:

Telephone: Business: Cell/Residence:

E-mail address: __________

Number of Years in Business:

Have a business license? Yes _____ No _____

Has client received assistance from CSB previously?

Yes _____ Year received assistance: ________

No _____

Bank Used:

Type of Business/Product:

Type of Assistance requested (please check all that are wanted):

Marketing/Sales _____

Accounting _____

Financial Management _____

Human Resource Management _____

Information Systems/Web Design _____

Production & Operating Systems Management _____

Overall Management Audit _____

Other:

Coordinator:

Date: ____________________________________

THE CENTER FOR SMALL BUSINESS

SCHOOL OF BUSINESS ADMINISTRATION

CALIFORNIA STATE UNIVERSITY, SACRAMENTO

WAIVER OF LIABILITY

Dear Perspective Client:

The Center for Small Business in the School of Business Administration at California State University, Sacramento requires that each client read and agree to the Waiver of Liability as expressed below prior to receiving consultative services. It is important to recognize that the service is being provided by students as part of their coursework. Accordingly, you should use the results of this service as only one of many possible sources of information when making your management decisions.

Please read the following, and sign below if you agree with its terms:

This company and I hereby agree to indemnify and hold the trustees of the California State University, Sacramento, the California State University Foundation, and the employees, agents, representatives, faculty, and students of such entity harmless from any and all claims, liability, damages, or costs resulting from any of the counseling or other services provided to this company and me, and we hereby release each such party from any such claims, liability, damage or cost.

I also understand that the analyses made are part of a student(s) coursework and will be used in this context. Furthermore, I understand that any recommendations are advisory in nature and should be used by me as only one of several pieces of information for making management decisions. I understand that no warranties are made as to the success or failure of the strategies described in the report I will receive.

Signed:

Printed Name:

Name Of Company:

Telephone Number:

Date:

THE CENTER FOR SMALL BUSINESS

SCHOOL OF BUSINESS ADMINISTRATION

CALIFORNIA STATE UNIVERSITY, SACRAMENTO

CLIENT SURVEY OF FINANCIAL INSTITUTIONS

The following information will be used by the Center to report on the financial services used by small businesses in the Sacramento area. The information you provide in this Survey will be combined with other small businesses for reporting purposes. Individual surveys will not be made available to outside parties.

1. For how many years have you been in this business?

1. Less than 1 _____

2. 1 to 3 _____

3. 4 to 5 _____

4. 6 to 10 _____

5. More than 10 _____

2. Which one financial institution do you use for most of your business transaction?

3. For how many years have you been a customer of this financial institution?

1. Less than 1 _____

2. 1 to 3 _____

3. 4 to 5 _____

4. 6 to 10 _____

5. More than 10 _____

4. What is your one main reason for using this institution(s)?

1. Convenient location/hours _____

2. Bank staff/management _____

3. Interest rates/loans terms _____

4. Fees for banking services _____

5. Other (please specify) ___________________________________

5. Is this the same institution you use for your personal business?

1. Yes _____

2. No _____

6. Please rate the financial institution you use for most of your business transactions on each of the following:

Very Very

Good Good Fair Poor Poor

1. Competent staff _____ _____ _____ _____ _____

2. Friendly staff _____ _____ _____ _____ _____

3. Interest rates on loans _____ _____ _____ _____ _____

4. Interest rates on deposits _____ _____ _____ _____ _____

5. Fees for bank service _____ _____ _____ _____ _____

Very Very

Good Good Fair Poor Poor

6. Speed of service _____ _____ _____ _____ _____

7. Accuracy of work _____ _____ _____ _____ _____

8. Understands my business and its financial needs _____ _____ _____ _____ _____

7. Overall, how satisfied are you with the financial institution you use for your business transaction?

1. Very satisfied _____

2. Somewhat satisfied _____

3. Uncertain/No opinion _____

4. Not very satisfied _____

5. Not at all satisfied _____

8. What services would you like to have from the financial institution you use for most of your business transactions that you are not receiving now?

9. If you were to switch from your current financial institution to another for your business transactions, which institution do you think you would go to first?

10. Based on what you have seen and/or heard, which one financial institution do you think is best for each of the following in terms of:

a. Understanding the problems of smaller firms?

b. Offering the best interest rates/loan terms for smaller firms?

c. Being most flexible in dealing with individual business customers?

d. Trying the hardest to serve the small community?

e. Being the most aggressive in attracting smaller firms to be customers?

The following information will be used for cross-classification purposes only.

11. Which one of the following best describes your business?

1. Retail _____

2. Wholesale _____

3. Manufacturing _____

4. Construction _____

5. Professional Services _____

6. General Services _____

7. Other (please specify) _____________________________________________

12. Is this business minority-owned?

1. Yes _____

2. No _____

13. Is this business woman-owned?

1. Yes _____

2. No _____

14. What was your total revenues for the last fiscal year?

1. Under $50,000 _____

2. $50,000 to $100,000 _____

3. $100,000 to $250,000 _____

4. $250,001 to $500,000 _____

5. $500,001 to $1,000,000 _____

6. Over $1,000,000 _____

Thank you for your cooperation. Please return this form to the student counselors.

THE CENTER FOR SMALL BUSINESS

SCHOOL OF BUSINESS ADMINISTRATION

CALIFORNIA STATE UNIVERSITY, SACRAMENTO

Student Time Log

Business Name:

Number of Contacts with Client in person and by telephone:_____________________

Number of hours worked on the case ( include hours with client and for each group member in making the analysis and preparing the report ):

THE CENTER FOR SMALL BUSINESS

SCHOOL OF BUSINESS ADMINISTRATION

CALIFORNIA STATE UNIVERSITY, SACRAMENTO

Assistance Completed Form (Client Sign-off Form)

This is to verify that I have received a copy of the report prepared by the CSB student conselor(s):

-------------------------------------------------- -------------------------------------

Name Date

Business Name:

Dear Client:

Would you like to be contacted again about receiving further assistance from the Center for Small Business?

Yes _____

No _____

If “Yes”, please privide the following information:

Contact Person:

Telephone: Business: _______________ Cell/Residence: __________________

Type of Assistance requested (please check all that are wanted):

Marketing/Sales _____

Accounting _____

Financial Management _____

Human Resource Management _____

Information Systems/Web Design _____

Production & Operating Systems Management _____

Overall Management Audit _____

Other:

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