CBC Business Infrastructure Assessment

I’m starting a business or still getting the foundation in place

I have a business, but I need a stronger website or customer experience

I have customers, but too much of the work is manual

My tools and processes exist, but they are disconnected or hard to manage

My organization serves entrepreneurs or small businesses and needs a program, curriculum, or implementation partner

I’m not sure yet — I just know the business needs to operate better

First, what are you building?

They contact me and I manually take it from there

They can book or inquire online, but I still do several steps manually

We have a process, but it is inconsistent or spread across different tools

We have a clear automated or documented process

Finding documents or business information

Keeping track of customers, participants, or staff

Creating emails, documents, or repetitive content

I’m not sure — things just feel harder than they should

Get the business properly set up and ready to operate

Turn the website into a clearer path from interest to inquiry, booking, or purchase

Create one organized system for customers, tasks, documents, and workflows

Train my team so the systems are actually used consistently

Create a program or curriculum we can offer to entrepreneurs or participants

I need someone to look at the whole business and tell me what should be fixed first

I would struggle to keep up with leads or customers

My scheduling, intake, or onboarding process

Internal organization, tasks, files, or staff coordination

Technology — our tools do not work together

Nothing major — I’m preparing for the next stage before it becomes a problem

Build it, connect it, and train me or my team

Teach a group of entrepreneurs or participants

License or customize a CBC program for my organization

Nonprofit, community organization, school, workforce program, or economic development organization

This would serve a cohort or multiple businesses/participants

Under $1,000 — I need strategy, guidance, or a focused fix

$1,000–$3,000 — I need a targeted build

$3,000–$7,500 — I need multiple pieces built or connected

$7,500–$15,000 — I need a substantial implementation

$15,000–$30,000+ — I need a full infrastructure, program, or organizational build

Funding or grant dollars may be available

I’m not sure yet — I need to understand the scope first