Agenda for Phone Interview
Below are a list of topics and questions that your service consultant will discuss with you during
the phone interview about your company. Please think about these topics in advance to prepare
for your interview. If you are unsure, your consultant will explain to you what they are looking
for.
• Why are you creating this plan?
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• Will you be seeking funding from the SBA? (If yes, please contact your local SBA
Office to see whether you need three year or five year projections)
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• Mission
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• How is your company established? Are you an S Corp? C Corp? LLC? Sole
Proprietorship?
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• What are all the services or products you offer, with as much detail as possible? For
example, if you sell coffee, I would like to know what sizes, blends, flavors, styles, etc.
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• How much will each product or service sell for?
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• How much does it cost the company to provide the product or service (do not include
salary or monthly expenses)?
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• Who will your customers be and how can you group them? For example: You customers
will be residents of Orlando. You could then group them even further by age, family
size, income, race, etc. These are the demographics of your customers.
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• Why have you chosen these people to be your customers?
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• How will you market your company? This involves how you let your customers know
that you exist. Examples of marketing include an online website, listing your business in
the phone book, handing out brochures, putting up flyers, mass mailings, etc.
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• What is your sales process? Will all sales be done through telemarketing on the phone?
Will sales consist of giving a price quote and preview of services first? Will sales be
completed in a retail store after the customer shops?