First Name
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Last Name
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Email
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Organization
Section 1: Cash Flow Management
How frequently do you track your cash flow?
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Daily
Weekly/Monthly
Occasionally
I don't track it
Do you have a system in place for managing late payments or outstanding invoices?
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Yes, I have a process for following up
I follow up sometimes but not consistently
No, I don’t have a system in place
How confident are you in forecasting future cash flow for your business?
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Very confident—I create forecasts regularly
Somewhat confident—I have an idea, but nothing formal
Not confident—I don’t do cash flow projections
How much cash do you have in reserves
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More than 3 months of operating expenses
1-3 months of operating expenses
Less than 1 month of operating expenses
What percentage of your revenue goes toward expenses?
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Less than 50% (Healthy cash flow)
50-70% (Caution)
More than 70% (Warning Sign)
How often do you review your profit margins?
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Monthly
Quarterly
Rarely/Never
Section 2: Financial Strategy & Business Readiness
Do you currently have a financial strategy for the next 6-12 months?
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Yes, I have a solid plan
I have some ideas but no formal training
No, I don't have a financial strategy in place
Do you review and analyze financial reports (Profit & Loss, Balance Sheet, Cash Flow Statement) at least quarterly?
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Yes, I review tham and make decisions based on them
I look at them occasionally but don't use them for decision-making
No, I don't review financial reports regularly
What’s your biggest financial challenge right now?
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Managing inconsistent cash flow
Not enough profit despite revenue growth
Unorganized financial records
Need help understanding financial reports
Other
Section 3: Business Insights & Next Steps
How comfortable are you with creating a cash flow strategy for your business?
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Very comfortable - I have a clear strategy
Somewhat comfortable - I have an idea but need guidance
Not comfortable - I don't have a strategy in place
How established is your business financially?
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My business has steady revenue and financial stability
My business is growing, but financial management is a challenge
My business is in its early stages or facing financial uncertainty