B The Entrepreneur — Intake Vaults
Choose your vault.
Each vault holds the brand-specific intake forms for that service. Pick the one that matches your project.
Business Plan Vault
Brand-specific business plan intakes. · 11 forms
Business Funding Business Plan Intake
A funder-ready business plan built around your story, your solution, and your numbers. Answer with as much detail as possible — put N/A if a question doesn't apply.
Business Funding Plan Questionnaire
For businesses seeking funding — SBA loans, investors, or grants.
Business Plan Revamp Questionnaire
Help us understand your existing business so we can revamp your business plan.
Corporate Real Estate Plan Questionnaire
For real estate businesses or property investment plans.
Financial Projections Intake
Build a realistic year-one financial picture. If you already have revenue, email last year's tax return to startuphelp@btheentrepreneur.com — then complete this form. No financial history? Project realistically — these are educated guesses, not perfection.
General Business Plan Intake
Build a focused, fundable business plan.
Non Profit Business Plan Intake
Build the written vision of your nonprofit's business model. Answer with as much detail as possible — put N/A if a question doesn't apply.
Non-Profit Business Plan Questionnaire
For nonprofit organizations needing a structured business plan.
Non-Profit Financial Information Intake
Capture the full financial picture of your nonprofit — revenue, expenses, cash flow, debt, reserves, governance, and sustainability — to inform planning and reporting.
Organizational Business Plan Questionnaire
To ensure that we are able to properly create the written vision of your business model, please answer each question with as much detail as possible. If a question does not pertain to you, please answer N/A.
Strategic Business Plan Questionnaire
To ensure that we are able to properly create the written vision of your business model, please answer each question with as much detail as possible. If a question does not pertain to you, please answer N/A.
Grant Vault
Grant-specific application intakes. · 3 forms
AI Services Vault
AI build & automation intakes. · 10 forms
AI Assistant Build Intake
Design a custom AI assistant tailored to your business.
AI Avatar Creation Intake
Bring your brand to life on camera — without ever being on camera.
AI Bookkeeping Automation OS Intake
Automate your books with a custom AI bookkeeping system.
AI Chatbots for Social Media Intake
Deploy AI chatbots that respond, qualify, and convert across your social channels.
AI Content Creation Setup Intake
Transform your content creation process with a custom AI content engine + software build.
AI Funnel Systems Intake
Build high-converting AI-powered funnels that capture, nurture, and close on autopilot.
AI Receptionist / Call Center Intake
Professional AI voice agents that sound human, work 24/7, and never miss a call.
AI Support Membership Intake
Ongoing AI management — monthly tweaks, retraining, and optimization as your business grows.
General AI Services Intake
Automate the work that's slowing you down.
Generative AI Services Intake
A private AI trained on your business data and voice — text, images, workflows, and reports on demand.
Branding & Web Vault
Brand identity and website intakes. · 1 form
Business Foundations Vault
Formation, structure, and compliance intakes. · 2 forms
Other Forms
Additional intakes. · 2 forms