Section 1: Details
Name
Address
City
Postcode
Mobile Number
Email
DOB
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Section 2: Business Overview
Company Name:
Please give a brief description of your business
How long has your business been operational?
—Please choose an option— 1-5 years 6-10 years 10+ years
What industry does your business operate in?
—Please choose an option— Healthcare Hospitality Manufacturing Property Retail/Wholesale Services (Professional/Financial) Technology Other
How does your business operate?
—Please choose an option— 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?
—Please choose an option— Predominantly direct-to-consumer (B2C) Predominantly business-to-business (B2B) A mix of B2C and B2B
How many employees do you currently have?
—Please choose an option— 1-5 6-20 21-50 50+
What is your current annual revenue?
—Please choose an option— £50,000 – £500,000 £500,000–£1 million £1 million–£5 million £5million+
What is your current business structure?
—Please choose an option— Limited company Sole proprietor Partnership
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Section 3: Financial Information
What is your business financial year end: (Optional)
—Please choose an option— Calendar year (December 31st) April Other
Are your accounts up to date and filed?
—Please choose an option— Yes No
Do you prepare monthly management accounts?
—Please choose an option— Yes No
How do you handle financial management for your business?
—Please choose an option— In-house team External accountant/bookkeeper I handle it personally
Do you currently have any debt? (Optional)
—Please choose an option— No Bank loan/CID (Stock Finance) Family funding External investors Other
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Section 4: Current Strengths and Challenges
What do you consider to be your greatest professional strength?
—Please choose an option— Sales Marketing and Branding Leadership Organisational Skills Financial Acumen Technological Proficiency Operations Management
What do you consider your business’s greatest strength or competitive advantage?
—Please choose an option— Quality of products/services Price competitive Loyal customer base Operational efficiency Design/Innovation
What are the biggest challenges your business is currently facing? (Select all that apply)
Capital to support further growth Cash crisis Declining gross profit margins Financial planning and budgeting/bookkeeping Increasing overheads/operational costs Leadership and team management Logistics and warehousing inefficiencies Marketing and customer acquisition Operational logistics or supply chain management Regulatory, compliance or legal challenges Scaling or entering new markets Other
Section 4: Mentorship Goals
What do you hope to achieve through mentorship?
—Please choose an option— Guidance on long-term strategy and vision Assistance with resolving specific operational challenges Financial insights to optimise profitability Marketing and sales growth strategies Guidance to enhance investment attractiveness Evaluate current business management structure Preparing for an exit strategy
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Section 5: Additional Insights
Are you prepared to implement changes and strategies recommended through mentorship?
—Please choose an option— Absolutely, I'm committed to taking action I'm open to suggestions but prefer to evaluate each thoroughly I'm cautious about making changes
Have you worked with a mentor before?
—Please choose an option— Yes, and it was transformative Yes, but the results were limited No, this will be my first time
Do you have a specific goal or milestone you want to achieve within the next 12 months?
—Please choose an option— Yes, I have a clear goal I have some ideas but need clarity and guidance No, I need help identifying goals and priorities
Additional Information
Please share any additional information you feel would be helpful for the JBL team to know
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.
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