At ZATEGIC, business credit is not approached as a single application, isolated vendor account, or one-time funding event. It is viewed as a structured credit and fundability system that supports business credibility, financing readiness, borrowing capacity, and long-term growth.
Many businesses struggle with business credit due to issues such as:
Many businesses struggle operationally due to:
Before making recommendations, our advisory team conducts a structured Business Credit Audit to evaluate the current condition of your business credit profile and determine the most appropriate path forward.
This intake allows us to assess how your business credit position aligns with:
Your responses will enable our team to:
This intake focuses specifically on business credit profile development, business credit repair, fundability alignment, and strategic credit positioning. It is not a general business funding application and it is not limited to surface-level credit tips.
The form typically takes 20–30 minutes to complete. For the best experience, please complete this intake on a laptop or desktop computer, as some fields may not display properly on mobile devices.
Please answer each question thoughtfully and as accurately as possible. The level of detail you provide will directly impact the quality and effectiveness of your preliminary consultation.
All responses are reviewed confidentially by the ZATEGIC Business Advisory Team and are used solely for internal evaluation and consultation preparation.
Following review, our team will prepare for your preliminary consultation, where we will discuss your current position, identify key areas of opportunity, and outline potential next steps for strengthening your business credit profile.
You will receive follow-up communication with next-step instructions within 24–48 hours.
We look forward to supporting you in strengthening your business credit foundation, improving fundability, and positioning your business for strategic growth.
Let’s begin with your basic details so we can properly create your client profile and prepare for your consultation. This information allows our advisory team to match your submission with any existing records and ensure accurate routing within our system.
Your location helps us assess any geographic, regulatory, or market factors that may influence your business and recommendations.
This section helps us understand how you found ZATEGIC so we can track referrals, partnerships, and outreach efforts. Your response is used for internal reporting only and does not affect your services or recommendations.
This section helps us understand whether you currently have a business, how it is structured, and how your business is established from a legal and operational standpoint. This information is used to assess your business foundation and readiness for business credit development.
This section helps us understand how your business operates, generates revenue, and is positioned within its market. This information is used to evaluate your business model, operating profile, and readiness for business credit, funding, and long-term scalability.
This section helps us understand what currently exists on your business credit profile. Do not worry if you are unsure about every detail. Just answer as accurately as possible based on what you know today.
This section helps us identify what business credit accounts already exist, whether anything is reporting negatively, and whether your current profile reflects a build need, a repair need, or both.
ZATEGIC supports clients who need business credit building, business credit repair, or a combined strategy. This section helps us determine where to focus first and what results matter most to you.
Business credit strength is directly tied to fundability. This section evaluates whether your business appears credible, consistent, and lender-ready based on key factors such as business address, contact information, online presence, banking, and compliance.
This section helps us understand what you have already tried, whether prior efforts were successful, and what documentation may already be available to support your audit and strategy plan.
This section helps us understand who currently supports your business and whether you have internal capacity to maintain compliance, documentation, and financial organization as your business credit profile grows.
This section helps us understand your larger business credit objectives, financing direction, and how business credit fits into your broader growth strategy.
ZATEGIC offers multiple service models depending on your goals, timeline, and preferred level of involvement.
Before we prepare your consultation, we would like to understand what you see as the most important challenges or priorities in your business right now. Your answers help our advisory team focus the consultation on the areas that matter most to you.
Successful business credit improvement requires clarity around timing, commitment, and investment. This section helps us understand your readiness to move forward with business credit building, business credit repair, fundability alignment, and related implementation support.
ACKNOWLEDGMENT AND CONSENT:
I understand that ZATEGIC provides strategic advisory services designed to evaluate and improve various aspects of my business, including, but not limited to, marketing, sales processes, branding, operations, funding readiness, and overall business performance.
I acknowledge that this intake form is submitted for evaluation and consultation preparation purposes only and will be used by the ZATEGIC advisory team to assess my business needs and develop preliminary recommendations. I consent to being contacted by ZATEGIC regarding my business, objectives, and potential solutions.
I acknowledge that this intake, along with any related consultation, is provided for informational and advisory purposes only and does not establish an attorney-client relationship, tax preparer-client relationship, financial advisory relationship, or any other fiduciary relationship.
I understand that any services requiring implementation, including but not limited to legal, tax, financial, operational, or systems-related work, will only be performed pursuant to a separate written service agreement executed between myself and ZATEGIC.
I agree that ZATEGIC may use the information provided in this intake solely for internal evaluation, consultation preparation, and service recommendation purposes.
I authorize ZATEGIC to contact me regarding next steps, recommendations, and potential services relevant to my business needs.
I acknowledge that results are not guaranteed and are dependent on multiple factors, including, but not limited to, business operations, implementation efforts, market conditions, and financial position.
I confirm that the information provided is accurate to the best of my knowledge and understand that incomplete or inaccurate information may impact the quality of any recommendations provided.
By typing your name above, you acknowledge and agree that this constitutes your electronic signature.
Thank you for completing your ZATEGIC Audit.
Please click the “Submit” button below to finalize your submission.
Your responses will be reviewed by our advisory team to assess your current position and prepare for your personalized consultation.
During this consultation, we will gain a deeper understanding of your business, identify key challenges and opportunities, and outline potential next steps for moving forward.
You will receive scheduling instructions and additional details by email within 24–48 hours.
We look forward to connecting with you.
