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Comprehensive Business Profile Template

This document collects information about a business and its owner through a customer profile form. It requests contact details, company structure and classification, location and size of the business. It also asks personal details of the owner like age, dependents, education and questions about starting the business, goals, marketing, employees, values and plans for the future. The profile aims to understand the business and owner better.

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0% found this document useful (0 votes)
63 views3 pages

Comprehensive Business Profile Template

This document collects information about a business and its owner through a customer profile form. It requests contact details, company structure and classification, location and size of the business. It also asks personal details of the owner like age, dependents, education and questions about starting the business, goals, marketing, employees, values and plans for the future. The profile aims to understand the business and owner better.

Uploaded by

safevuehrmain
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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CUSTOMER PROFILE

COMPANY NAME:* _______________________________________________________


BUSINESS ADDRESS:* _______________________________________________________
RENTED
OWNED
CONTACT PERSON:* _______________________________________________________
CONTACT NUMBER:* _______________________________________________________
EMAIL: ______________________________________________________________
BRANCHES:* ______________________________________________________________
RENTED
OWNED
WAREHOUSES:* _______________________________________________________
RENTED
OWNED

CLASSIFICATION:*
MANUFACTURER DISTRIBUTOR WHOLESALER RETAILER
SERVICES:*
GENERAL CONTRACTOR SPECIAL CONTRACTOR OTHERS
BUSINESS STRUCTURE:*
SOLE PROPRIETORSHIP PARTNERSHIP CORPORATION

PERSONAL INFORMATION
NAME OF OWNER:* _______________________________________________________
ADDRESS:* _____________________________________________________________
CONTACT NUMBER:* ______________________________________________________
AGE: *
18-25 26-35 36-45 46-55 56-65 66 AND UP

WHAT BEST DESCRIBES YOUR MARITAL STATUS*


SINGLE MARRIED WIDOWED LIVING WITH PARTNER SEPARATED PREFER
NOT TO MENTION

NO. OF DEPENDENT CHILDREN: ______________


EDUCATIONAL LEVEL: ___________________________________________

HOW LONG HAS YOUR COMPANY BEEN IN THE BUSINESS?*


3-5 YEARS 6-10 YEARS 1 1-15 YEARS 16-20 YEARS MORE THAN 20
YEARS

HOW MANY PEOPLE ARE EMPLOYED IN YOUR COMPANY?*


10-15 16-30 31-50 51-100 MORE THAN 100
EMPLOYEES
WHY IS YOUR BUSINESS LOCATED AT THIS SITE?*
LOCATION RELATIVE TO STREETS, PARKING, AND OTHER BUSINESSES
FACILITY REQUIREMENTS
NEAR FROM MY RESIDENCE, ACCESSIBLE.
I CAN SEE THAT THERE IS A POTENTIAL TO GET A BIG MARKET IN THIS AREA

HOW DID YOU GET STARTED IN BUSINESS?*


FAMILY BUSINESS
I SAW AN OPPORTUNITY
I WANTED TO HELP OTHERS AND MYSELF
I FOUND THE WAY TO TURN MY HOBBY INTO PROFESSION

WHAT IS/ARE YOUR GOAL UPON STARTING YOUR BUSINESS?


A WAY TO A GREATER FINANCIAL CAPACITY
TO APPLY MY LEARNED SKILL IN INSTALLATION & BECOME A MASTER IN MY CRAFT
TO SHOWCASE MY INNOVATION IN GLASS & ALUMINUM INSTALLATION
OTHERS (Please Specify): ___________________

HOW DO YOU SELECT PROSPECTIVE STORES THAT WOULD GIVE YOU THE SUPPLIES FOR YOUR
BUSINESS?
RELATIONSHIP BUILD WITH THE SUPPLIERS, REGARDLESS WITH ITS PRICE & LOCATION
FAST SERVICE & AFFORDABLE PRICES REGARDLESS OF LOCATION
QUALITY ITEMS & ACCOMODATING SALES REPRESENTATIVES
OTHERS (Please Specify): ___________________

HOW DO YOU MARKET YOUR BUSINESS? HOW ARE PEOPLE AWARE OF YOUR BUSINESS?*
SOCIAL MEDIA (INTERNET) ADVERTISING (TV,RADIO,NEWSPAPER) FIELD SALES
AGENT
OTHERS (Please Specify): ___________________

WHOM DO YOU SEEK ADVICE FROM YOUR BUSINESS?


FAMILY FRIENDS WHO ENGAGE IN BUSINESS SOCIAL MEDIA
OTHERS (Please Specify): ___________________

WHY DO YOUR CUSTOMERS SELECT YOU OVER YOUR COMPETITORS?*


RELATIONSHIP PRICE QUALITY SERVICES

WHAT VALUES DO YOU WANT TO UPHOLD IN YOUR COMPANY? EXPLAIN.


INTEGRITY/HONESTY EFFICIENCY & TIDY LOYALTY CONGENIALITY
OTHERS (Please Specify): ___________________

WHAT DO YOU LOOK FOR AN EMPLOYEE?*


HIRING REALLY OUTSTANDING PEOPLE WHO ARE SELF-MOTIVATED AND DO NOT NEED TO BE
MANAGED
PEOPLE WHO CAN UNDERSTAND AND FOLLOW THE CULTURE WITHIN THE COMPANY
WANT TO LEARN AND TAKE OVER
HIRE PEOPLE WITH GODLY PRINCIPLE

HOW DO YOU MOTIVATE YOUR TEAM TO WORK PRODUCTIVELY & EFFICIENTLY?


FREE MEALS & TOOLS
RECREATIONAL ACTIVITIES
INCENTIVE SCHEME
TEACHING IMPORTANT SKILLS AND TECHNIQUES IN THE LINE OF JOB
INFUSING VALUES IMPORTANT FOR WORKMANSHIP RATHER THAN MATERIAL POSSESSION

HOW DO YOU DISCIPLINE YOUR EMPLOYEES?


REPRIMAND ABOUT WHAT DISPOSITIONS ARE NEEDED TO BE DISPLAYED AS AN EMPLOYEE
IMPOSE SANCTIONS TO CORRECT THEIR BEHAVIOR
TALK TO THEM ABOUT WHAT IS THEIR PROBLEM & TELL THEM NOT TO DO IT AGAIN
FIRE THEM & LOOK FOR ANOTHER PERSONNEL

WHAT DO YOU THINK YOU SHOULD DO TO MAINTAIN YOUR BUSINESS IN THE INDUSTRY?
INNOVATE TYPICAL INSTALLATIONS INTO A NEW KIND OF MECHANISMS AND FEATURES
LOOK FOR THE TRENDS IN THE MARKET & CREATE SOMETHING NEW
PARTICIPATE IN EVENTS SUCH AS CONFERENCE TO SHOWCASE MY BUSINESS
TIE UP WITH AN ORGANIZATION THAT CAN GIVE PROJECTS
OTHERS (Please Specify): ___________________

WHERE DO YOU SEE YOUR BUSINESS IN THE NEXT YEAR? NEXT FIVE YEARS?
ESTABLISHED DIFFERENT BRANCHES
INVESTING NEW PROFILE OF PRODUCTS
PRETTY MUCH THE SAME
CESSATION OF BUSINESS
OTHERS (Please Specify): ___________________

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