Business Questionnaire

Page 1 of 6

Section 1: Business Basics

Purpose: Understand what the business is, how long it's been running, and basic scale.

Personal Information

Name*

First

Last

Contact number*

Birthdate*

Email address*

Business Information

Do you have an active Commercial Registration (CR) in Bahrain or your country?*

Yes, current

Yes, but needs renewal

No, not registered yet

Not sure

Business name*

Commercial Registration number (if you have it):

How long have you been running this business?*

How many people work in your business right now?*

Full-time, part-time, freelancers combined

What do you do?*

Describe your main product or service in 1–2 sentences

Who do you typically serve?*

Describe your main customer type

What's your average monthly revenue right now?*

Less than 3,000

3,000–10,000

10,000–30,000

30,000–50,000

50,000+

Rough estimate is fine

Section 2: Money & Financials

Purpose: Understand financial visibility, cash flow reality, and current pain points around money.

On a scale of 1–10, how clear is your monthly cash position?*

1 = no idea, 10 = crystal clear

What's your biggest money pain point right now?*

Please specify

Do you have organized financial records?*

Bank statements, invoices, receipts

How often do you check your finances?*

Daily

Weekly

Monthly

Quarterly

Rarely or never

Have you ever applied for Tamkeen support, SME Fund, or bank financing?*

Yes, approved

Yes, rejected

No, but interested

No, not interested

Reason:

What's your biggest revenue source?*

e.g., direct sales to customers, retainers, contract work

Do you offer multiple products/services, or are you focused on one main thing?*

One main offer

2–3 main offers

5+ different things (we do a lot)

Section 3: Sales & Marketing

Purpose: Understand how leads come in, how predictable sales are, and sales system maturity.

Where do most of your customers come from right now?*

Select all that apply

Instagram/social media

Direct referrals/word of mouth

Walk-ins (physical location)

Website or online search

LinkedIn or professional networks

Repeat customers

Email or WhatsApp outreach

Other:

Come from

On a scale of 1–10, how predictable is your monthly sales/revenue?*

1 = completely unpredictable, 10 = very consistent

When a lead comes in, what do you do with it?*

How many potential deals or leads are "stuck" in your pipeline right now?*

I don't track this

0–2

3–5

6–10

10+

Do you have a written sales process or pipeline?*

Yes, documented

Yes, but in my head only

No, never had one

Who owns sales in your business?*

Just me (founder)

Me + 1 person

A dedicated sales person/team

Shared across the team

Not sure

What's stopping you from getting more consistent sales?*

e.g., no follow-up system, don't have time to market, hard to convert leads

Section 4: Operations & Delivery

Purpose: Understand operational maturity, process documentation, and delivery reliability.

How do you currently manage tasks and projects?*

WhatsApp groups

Email threads

Spreadsheet or checklist

Project management tool (Trello, Asana, Monday, etc.)

In my head / shared memory

Mix of several

Which tool?

On a scale of 1–10, how often do things fall through the cracks or get missed?*

1 = never, 10 = constantly

What processes do you have documented in writing?*

Client onboarding

Service delivery/production

Invoicing and payment

Handling complaints/support

Quality control

None, nothing is written down

What's your biggest operational pain point right now?*

e.g., nobody follows the same steps, I'm the only one who knows how things work, delivery is inconsistent

On average, how many hours per week do you spend on operational/delivery work*

not sales, not meetings

If you took 2 weeks off, what would break or go wrong?*

Section 5: Team & People

Purpose: Understand team structure, clarity of roles, and delegation gaps.

How many team members do you have, and what do they do?*

e.g., 1 part-time VA, 1 freelance designer, 1 delivery person

On a scale of 1–10, how clear are roles and responsibilities on your team?*

Do you have written job descriptions or role definitions?*

Yes, for all roles

Yes, for some roles

No, nothing written

What's your biggest team challenge right now?*

Unclear roles/responsibilities

People keep asking me about everything

Inconsistent work quality

Turnover/people leaving

Communication breakdowns

Hard to find good people

Language barriers (expat team)

Something else:

Please specify

What decision-making looks like in your business?*

I make all decisions

I make most decisions, some input from team

Team weighs in, but I decide

We decide together, fairly democratic

Not sure

If you could clone yourself, what tasks would you most want to hand off?*

Contact Email*

Section 6: Founder Interior & Vision

Purpose: Understand founder mindset, stress level, and what success looks like.

On a scale of 1-10, how much do you trust your team to handle things without your direct involvement?*

1 = I don't trust them at all, 10 = I fully trust them

What keeps you awake at night about your business?*

If you take an unplanned week off, how stressed do you feel about the business?*

Not stressed at all

A little stressed

Moderately stressed

Very stressed

Extremely stressed (business might break)

What does success look like for your business in 12 months?*

quantify if possible: revenue, team size, what you're doing, what changed

What's your biggest business frustration right now?*

Founder bottleneck (everything depends on me)

Cash flow uncertainty

Inconsistent sales

Team/operational chaos

Not making progress toward vision

Work/life balance (always working)

Something else:

Please specify

If this business was running perfectly without you micromanaging it, what would be different?*

Are you ready to invest time and energy into building systems for this business?*

Definitely yes

Probably yes

Unsure

Probably no

Definitely no

What would success from working with Business OS look like for you?*

Section 1: Business Basics

Personal Information

Business Information

Section 2: Money & Financials

Purpose: Understand financial visibility, cash flow reality, and current pain points around money.

Section 3: Sales & Marketing

Purpose: Understand how leads come in, how predictable sales are, and sales system maturity.

Section 4: Operations & Delivery

Section 5: Team & People

Section 6: Founder Interior & Vision

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