Counselor's Resource Center

Facilitate Customer/Client Growth

Scroll below or choose any one of the following links to assist your clients with that topic.

  • Presentation: Tier I Business Proposal Training
  • Help by Expressed Need
  • Help by Operational Need
  • Start-Up FAQs
  • Help by Stage of Business
  • Business Funding
  • Business Development & Marketing


    • Presentation: Tier I Business Proposal Training

    View training presentation (PDF format) designed to provide step-by-step instructions for using the 5-Steps to Self-Employment guide to assist customers with developing a Tier I Business Proposal.


    Help by Expressed Client Need

    There are a myriad of other public assistance programs available to assist you in serving the diverse needs of your SCORE clients. For example, select from any one of the following to refer your clients to programs in those areas:

  • Govt. Contracts
  • Import/Export
  • Incubators
  • Marketing
  • Real Estate
  • Regulatory
  • Special Needs
  • Statistics
  • Trade Associations
  • Training
  • Women in Business
  • Workforce Development


    • Help by Operational Need

    Help your clients by educating them on the latest technologies and other contemporary business solutions relative to their specific operational need:

  • Accounting
  • Administration
  • Business Opportunities
  • Facilities
  • Finance
  • Human Resources
  • Insurance
  • IT & Communications
  • Management
  • Productivity Enhancers
  • Sales & Marketing
  • Sales Proposal Templates
  • Travel


    • Start-Up FAQs

    There are several issues that are common to most all start-ups. Select from the following to help your SCORE client connect with the right solution relative to their needs:

  • Do I need to register the name of my business? If so, how do I go about it?
  • Do I need to trademark my business name?
  • What is a Tax I.D. Number? Do I need one?
  • Do I need a license to operate my business?
  • Should I incorporate?
  • Which business expenses can I deduct for income tax purposes?
  • Do I need special insurance for my business?
  • What is OSHA?

    • Help by Stage of Business

    Another way to assist clients in learning about and connecting with needed and available public business assistance resources is to introduce them to programs based on what "stage of business" they are at as follows:

  • Thinking About It
  • Start-up
  • Started But Struggling
  • Growth
  • Networking

    • Help with Business Funding

    There are a wide range of approaches that clients can take in addressing business funding needs and each can vary depending on what stage of business they are at. For some of these approaches, select from the following options:

  • US SBA Loan Programs
  • US SBA Loan FAQs
  • Local Economic Development Agency Funding Programs
  • Federal Grant Resources
  • Alternative Funding Solutions

    • Help with Business Development & Marketing

    There are a wide range of approaches that clients can take in addressing venture development and marketing interests and each can vary depending on what stage of business they are at. Select from the following options to learn more:

  • Local Public Marketing Assistance Programs
  • Import/Export Assistance
  • Government Contracting
  • Alternative Marketing Solutions

    • Expand Client Relationships Over Time

    Use a convenient online 5-Step Self-Employment or 10-Step Venture Launch platform to facilitate your client's new business launch or existing business review process. Content provides much of the elements of a business plan while also introducing clients to other available local assistance resources relative to their specific business needs.