Client Intake Form

Click here to complete the WBDC client intake form.

If you have a phone appointment, you MUST complete this form by 9 am the day of your appointment, otherwise your appointment may be rescheduled. If you have an in-person appointment, you may complete the form when you come in. Please arrive 10 minutes before your scheduled appointment to do so.

To make an appointment with a business advisor, please call (312) 853-3477 x 100.

Form FAQs:

Why do we collect this information?
The WBDC is a non-profit and we never charge for one on one advising sessions. Part of the way we keep our costs down is by collecting demographic information about the people we serve, and sharing this with our funders. The intake form will ask you some questions about you and your business. No public or commercial use of your name, address, or business identity will be made without your prior approval.

I’m WBENC-certified. Is my username and password the same as I use for WBENC Link?
It can be if you want! But this is a separate system, you will need to create a username and password at the top of the form. You will also need to complete all the information, regardless of your certification status.

I don’t remember certain information (such as my FEIN number, DUNS number, prior year revenues, etc.), what should I do?
We ask you to complete the form to the best of your knowledge. If it’s not a required question (marked with a *) and you’re not sure of the answer, you can skip it. For FEIN number, it is permissible to enter 000000000.

My business partner and I are both coming in for an appointment. Do we both have to fill this out?
We need everyone who comes in to complete the personal information. However, only one person per business entity needs to complete the business information section. Others can skip it by selecting “No” on question 20.

How do I know if my form went through?
When you click Register, you will be taken to a My Courses page. You will also get an email confirming your registration from wbdc@wbdc.org . Be sure to check your spam folder.

I clicked Register and nothing happened.
Check for an error message at the top – you may have skipped a question. The form does not react well to phones or touchscreen devices, so we recommend a desktop or laptop. If there is no error message and you’re still having trouble, please call (312) 853-3477 x 100.

I still have questions!
Give us a call at (312) 853-3477 x 100, and we will be happy to walk you through it.

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