11223344551/51Section 1: Business Overview How long has your business been operational? 1-5 years6-10 years10+ years What industry does your business operate in? Retail/WholesaleManufacturingTechnologyHealthcareHospitalityServices (Professional/Financial)Other How does your business operate? Primarily online (e-commerce or digital services)Primarily offline (brick-and-mortar or local services)Omni-channel (a mix of both online and offline) What is your business’s current revenue channel mix? Predominantly direct-to-consumer (B2C)Predominantly business-to-business (B2B)A mix of B2C and B2B How many employees do you currently have? 1-56-2021-5050+ What is your current annual revenue? £50,000 – £500,000£500,000–£1 million£1 million–£5 million£5million+ What is your current business structure? Limited companySole proprietorPartnership Next0% Section 2: Financial Information What is your business financial year end: Calendar year (December 31st)AprilOther Are your accounts up to date and filed? YesNo Do you prepare monthly management accounts? Profit and loss statementsBalance sheetCash flow statementsNo, we do not have monthly management accounts How do you handle financial management for your business? In-house teamExternal accountant/bookkeeperI handle it personally Do you currently have any debt? NoBank loan/CID (Stock Finance)Family fundingExternal investorsOther PreviousNext25% Section 3: Current Strengths and Challenges What do you consider to be your greatest professional strength? SalesMarketing and BrandingLeadershipOrganisational SkillsFinancial AcumenTechnological ProficiencyOperations Management What do you consider your business’s greatest strength or competitive advantage? Quality of products/servicesPrice competitiveLoyal customer baseOperational efficiencyDesign/Innovation What are the biggest challenges your business is currently facing? Cash crisisLack of revenue growthIncreasing overheads/operational costsDeclining gross profit marginsCapital to support further growthLogistics and warehousing inefficienciesRegulatory, compliance or legal challengesLeadership and team managementFinancial planning and budgeting/bookkeepingMarketing and customer acquisitionOperational logistics or supply chain managementScaling or entering new marketsOther PreviousNext50% Section 4: Mentorship Goals What do you hope to achieve through mentorship? Guidance on long-term strategy and visionAssistance with resolving specific operational challengesFinancial insights to optimise profitabilityMarketing and sales growth strategiesGuidance to enhance investment attractivenessEvaluate current business management structurePreparing for an exit strategy PreviousNext75%h3>Section 5: Additional Insights Are you prepared to implement changes and strategies recommended through mentorship? Absolutely, I'm committed to taking actionI'm open to suggestions but prefer to evaluate each thoroughlyI'm cautious about making changes Have you worked with a mentor before? Yes, and it was transformativeYes, but the results were limitedNo, this will be my first time Do you have a specific goal or milestone you want to achieve within the next 12 months? Yes, I have a clear goalI have some ideas but need clarity and guidanceNo, I need help identifying goals and priorities The Mentee confirms and agrees that they shall not bring any claim, action, or proceeding against the Mentor in respect of any loss, damage, cost, or expense incurred as a result of relying upon any advice, guidance, or information provided by the Mentor, whether such advice is financial, business, legal, accounting, or of any other nature, in the course of the mentoring relationship, regardless of the nature of the loss. Previous100%
