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Onboarding Questionnaire
Internal use only - PlanInsta team
Business Plan Objective
Is this an existing or an upcoming business?
Select business type
What will the client use the business plan for?
Select purpose
Business Information
Name of the business
GSTIN
Registered Address
Description of the business (Industry served)
Number of founding members
Number of employees
Contact Person Name
Contact Person Email
Contact Person Phone Number
Does the client offer a product or service or both?
Select type
How can customer get the product or service?
Select method
Where do the clients serve the customers?
Select area
Customer Group Information
Customer Group 1
Description
Income Level
Customer Group 2
Description
Income Level
Customer Group 3
Description
Income Level
Product or Service Information
Product/Service 1
Name
Description
Product/Service 2
Name
Description
Product/Service 3
Name
Description
Product/Service 4
Name
Description
Product/Service 5
Name
Description
Product/Service 6
Name
Description
Product/Service 7
Name
Description
Product/Service 8
Name
Description
Product/Service 9
Name
Description
Product/Service 10
Name
Description
Success Drivers
Success Drivers
Success Driver 1
Success Driver 2
Success Driver 3
Opportunity Drivers
Opportunity Driver 1
Opportunity Driver 2
Opportunity Driver 3
Currency & Initial Investment Information
Currency
Bootstrapped or Funded?
Select funding type
Total Initial Investment Amount
Initial Investment Amount Expenditure (Investment Item & Amount)
Fund Required? (If looking out for investment)
Select option
Fund utilization % per each component
Expected First Year Revenue
Expected % Revenue Growth Each Year
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