What We’ll Ask You
Before we begin any service, we’ll ask you to complete a secure intake form.
This page shows a preview of the questions we’ll ask — so you can gather your info in advance and avoid delays.
Choose Your Service to View Sample Questions
Your intake form will be sent after payment, based on the service you purchased.
Refresh Plan Tiers (6-Month, 12-Month, Prepaid)
If you’re updating an existing plan:
- What has changed in your business since your last plan?
- New products, services, or offerings?
- Are your goals still the same?
- Have your competitors changed?
- Are you targeting a new audience?
- Upload your previous plan (if available)
On-Demand Written Advice Tiers (Tier 1–4)
- What’s your question? (Be as detailed as you’d like)
- Provide any relevant background or context
- Do you need strategy, planning, clarification, or something else?
- Upload anything that will help us understand your issue (optional)
Add-On Services
Pitch Deck:
- Branding colors (optional)
- Tagline or mission
- Anything you want us to highlight (grants, funding, customers, etc.)
Grant List:
- Business or nonprofit type
- Purpose of the grant (equipment, program, startup, etc.)
- Geographic focus (U.S., international, specific state
Extra Revision or Follow-Up Question:
- Will be collected after your first service is delivered.
These services require more technical details. You’ll be asked for:
- Legal Name of Organization
- Incorporation Date and State
- Business or Nonprofit Address
- Names & Titles of Board Members
- Business or Nonprofit Purpose
- Primary Activities or Services
- Estimated Annual Revenue (if known)
- EIN or License Filing State
- Upload articles of incorporation (if already filed)
- Upload operating agreement or board bylaws (optional)
- Business Plans: 15–25 minutes
- Advice Tiers: 5–10 minutes
- Filing Services: 20–30 minutes
- Add-ons: 3–5 minutes
All forms are secure and encrypted. You’ll receive a unique link via email after payment.
Reminder Before You Begin
To avoid delays, please have the following ready:
- Accurate business or nonprofit details
- Your short- and long-term goals
- Any documents you’d like to include (optional)
Still Have Questions?
Reach out to us at admin@lurexconsulting.com
