Participant Intake

Please complete one intake for your company. Your responses will help the BGI team prepare your company’s program experience and establish the baseline information used throughout the cohort.

Your invitation came through one of our Strategic Partners

This intake is for invited companies participating in the inaugural Business Growth Initiative cohort.

Your information will be captured securely, routed into the BGI CRM, and used to trigger the appropriate internal follow-up and program alerts.
Step 1 of 7
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Intake progress

  • 1Company
  • 2Prior Support
  • 3Participants
  • 4Growth Priorities
  • 5Program Logistics
  • 6Acknowledgments
  • 7Acceptance

Company Information

Tell us about the company participating in BGI.

Service area
Physical business location
Company size

Prior Business Support

Help us understand the support your company has already received.

Prior support experience Select all that apply. This helps BGI understand what resources and programs you have already used.

Company Participants

Identify the primary contact, required executive participant, and any additional team members.

Primary contact
Required executive participant
Owner / CEO participation is required The owner, CEO, founder, or equivalent senior decision-maker should have the authority to make decisions, implement changes, and guide the company through identified growth priorities.
Additional participants

Add up to four additional team members. Leave this blank if no one else will participate.

Growth Priorities

Tell us where your company is going and what is currently getting in the way.

Top three growth priorities for the next 12 months
What areas would you most like to strengthen through BGI?

Program Logistics

A few practical details to help make participation smooth and productive.

Expected time commitment Roughly 5 hours per month for program sessions and work sessions, plus approximately 2 hours per month for homework and implementation tasks.

Program Acknowledgments

Review the key program, data, and media terms before final acceptance.

ValuCompass diagnostic

Completion of the ValuCompass diagnostic suite is part of the BGI program and helps identify business value drivers, growth priorities, and areas for improvement.

KPI tracking and impact measurement

BGI may request selected performance data during the program and for at least one year following completion, including revenue changes, employee counts, jobs created or retained, capital pursued or secured, and progress against company priorities.

Data privacy and aggregate reporting

Individual company information will not be publicly attributed without permission. BGI may use aggregated and anonymized cohort-level information for program evaluation, sponsor updates, impact reporting, and future program development. Sponsors will not receive identifiable company-level financial or operating information unless separately authorized.

Photo, video, and media consent

Participation Acceptance

Confirm participation and authorize submission on behalf of your company.

Participation summary BGI is a 12-month program. The owner, CEO, founder, or equivalent senior decision-maker is expected to participate. Companies are expected to attend the kickoff, participate actively in monthly virtual sessions and breakout discussions, complete implementation work, support KPI tracking, and attend the graduation dinner.
Authorized acceptance
Upon submission Data is sent to the BGI CRM and associated with the company record.
Internal workflow The CRM triggers the appropriate BGI alerts and follow-up actions.

Company Information

Tell us about the company participating in BGI.

Service area
Physical business location
Company size

Prior Business Support

Help us understand the support your company has already received.

Prior support experience Select all that apply. This helps BGI understand what resources and programs you have already used.

Company Participants

Identify the primary contact, required executive participant, and any additional team members.

Primary contact
Required executive participant
Owner / CEO participation is required The owner, CEO, founder, or equivalent senior decision-maker should have the authority to make decisions, implement changes, and guide the company through identified growth priorities.
Additional participants

Add up to four additional team members. Leave this blank if no one else will participate.

Growth Priorities

Tell us where your company is going and what is currently getting in the way.

Top three growth priorities for the next 12 months
What areas would you most like to strengthen through BGI?

Program Logistics

A few practical details to help make participation smooth and productive.

Expected time commitment Roughly 5 hours per month for program sessions and work sessions, plus approximately 2 hours per month for homework and implementation tasks.

Program Acknowledgments

Review the key program, data, and media terms before final acceptance.

ValuCompass diagnostic

Completion of the ValuCompass diagnostic suite is part of the BGI program and helps identify business value drivers, growth priorities, and areas for improvement.

KPI tracking and impact measurement

BGI may request selected performance data during the program and for at least one year following completion, including revenue changes, employee counts, jobs created or retained, capital pursued or secured, and progress against company priorities.

Data privacy and aggregate reporting

Individual company information will not be publicly attributed without permission. BGI may use aggregated and anonymized cohort-level information for program evaluation, sponsor updates, impact reporting, and future program development. Sponsors will not receive identifiable company-level financial or operating information unless separately authorized.

Photo, video, and media consent

Participation Acceptance

Confirm participation and authorize submission on behalf of your company.

Participation summary BGI is a 12-month program. The owner, CEO, founder, or equivalent senior decision-maker is expected to participate. Companies are expected to attend the kickoff, participate actively in monthly virtual sessions and breakout discussions, complete implementation work, support KPI tracking, and attend the graduation dinner.
Authorized acceptance
Upon submission Data is sent to the BGI CRM and associated with the company record.
Internal workflow The CRM triggers the appropriate BGI alerts and follow-up actions.
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