Client Meeting/Tracking Form Volunteer Mentor Name* First Last GROW Client Name* First Last Client Company Name Meeting Date* MM slash DD slash YYYY Prep Hours* Contact Hours* Travel Hours* Was this an initial meeting or a follow-up meeting?* Initial Follow Up What was the primary purpose of the meeting? (Please select only one.)* Start-up Assistance (i.e., How do I start a small business?) Business Plan Financial/Capital (such as applying for a loan, building equity, capital) Managing a Business Human Resources/Managing Employees Customer Relations Business Accounting/Budget Cash Flow Management Tax Planning Marketing/Sales (promotion, market research, pricing, etc.) Government Contracting (including certifications) Franchising Buy/Sell Business Technology/Computers eCommerce (using the internet to do business) Legal Issues (such as, should I incorporate?) International Trade What was discussed at the meeting?*What are the next steps that the client will be taking?*Will you and the client be meeting again? If so, when?By submitting this information, I authorize GROW to share it with the client and/or GROW staff as needed.*Yes, I agreeNo
