BUSINESS COUNSELORS' PAGE

The following forms are to be used as needed by the SBDC Certified Business Counselors to assist in working with our clients. Please contact the SBDC office if you have questions regarding their use.

Forms for the SBDC Office:

Client Counseling Summary Statistics gathering form to be sent to the SBDC office Initial Counseling Session To be completed by the SBDC client during their initial session and returned to the SBDC office

Optional forms to be used at the counselor's discretion:

Client Profile Useful information
Counseling Summary Form to be used with Client, includes next appointment
Counseling Contract Signed contract to assist Client focus
Client Assessment Three page check-off list of counseling topics