Client Questionnaire

Start your plan: tell us about your project and its purpose

We never use templates. Every plan starts here — with a structured understanding of your business, your numbers and exactly what the plan must achieve. Complete what you can; "not sure yet" is a perfectly good answer. Everything you share is treated with a professional practice's confidentiality standard.

1 · About you

Full name *

Email *

Phone / WhatsApp

City & province (or country if outside Canada) *

Your situation

2 · Purpose of the plan

Primary purpose *

Program, lender or stream (if known)

Amount of financing / investment sought

Deadline or intake date (if any)

3 · The business

Business name (or working name)

Stage *

Industry / what the business does *

Business location (city, province)

Legal structure

Premises status

Describe the business in your own words *

4 · Money

Total project cost (estimate)

Your own funds available (equity injection)

Main uses of funds

Current annual revenue (if operating)

Financial documents you already have

5 · Market & team

Who are your customers, and who are your main competitors?

Your relevant experience (years, roles)

Jobs you expect to create (first 2 years)

6 · Immigration (only if applicable)

Immigration pathway

Personal net worth (approximate)

Do you have an RCIC or immigration lawyer?

Have you visited / researched the business location?

7 · Anything else

Questions, concerns, or anything unusual about your situation

Submitting this questionnaire is free and creates no obligation. We review it, come back with any clarifying questions, an honest eligibility read, and a fixed written quote — usually within one business day. Prefer a document? Email info@getbusinessplan.ca and we'll send the questionnaire as a Word file.

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Confidential

Your information is used only to assess and prepare your plan — handled to a professional practice's confidentiality standard.

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No templates

Your answers drive the plan's structure, research and financial model. Nothing is recycled from another client's plan.

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Fast start

A complete questionnaire lets us quote same-day and typically saves a week of back-and-forth.