Service Request Form - RevenueBridge Advisory

Step 1: Client Identity & Contact

Please provide your personal and company details.

Full Name

Designation/Role

Company/Organization Name

Company Registration Number (optional)

Company Website / LinkedIn

Industry / Sector

Other Industry

Company Size

Startup (<10 staff) SME (10–50) Mid-size (51–200) Large (200+)

Office Location(s)

Phone/WhatsApp Number

Work Email

Preferred Contact Method

WhatsApp Email Phone Zoom Other

Step 2: Service Selection

Which service(s) do you need? You can select multiple options.

Business Plan Writing Investor-grade business plan development Feasibility Study Market and technical feasibility analysis Funding Advisory / Investor Matchmaking Investor matchmaking and capital raising support ISO Certification (9001 / 14001 / 45001) ISO implementation and certification support Business Diagnostics Comprehensive business performance assessment Market Research & Market Entry Market sizing and entry strategy Strategic/Marketing Plan Corporate or marketing strategy development Training & Capacity Building Executive and team capacity building Other

Step 3: Service-Specific Details

Provide additional information for the selected service(s).

Business Plan

Business Stage

Idea Startup Operating Expanding Diversifying

Business Description (short narrative)

Main Products/Services

Target Customers/Markets (select all that apply)

Accra (local city) Ghana (national) ECOWAS (West Africa) International Export

Funding Required (Amount)

Funding Type

Use of Funds (select all that apply)

Capex (Capital Expenditure) Working Capital Expansion R&D / Product Development Other

Other Use of Funds

Available Financial Records (tick all that apply)

Audited Accounts Management Accounts Bank Statements Financial Projections None

Available Documents (company profile, contracts, permits, etc.)

Timeline/Deadline for Plan

Decision Makers (name, role, contact)

Feasibility Study

Project Name

Project Description

Project Location(s)

Stage of Project

Concept Pre-feasibility Full feasibility Implementation

Estimated CAPEX (Capital Expenditure)

Sector(s) / Activities

Data Available (tick all that apply)

Market Data Technical Specifications Permits & Licenses Designs/Drawings Financial Models None

Expected Start Date

Decision Deadline (when results are needed)

Supporting Documents (designs, quotes, competitor info, etc.)

Funding Advisory / Investor Matchmaking

Total Funding Required

Type of Instrument

Equity Debt Convertible Mezzanine Grant Mix/Other

Last FY Annual Revenue

Last FY Profit/Loss

Cashflow Challenges / Strengths

Existing Investors / Partners

Collateral Available (if debt)

Exit Plan (if equity, optional)

Investor Materials Ready

Pitch Deck Teaser/One-pager Financial Model Data Room None of the above

Funding Timeline

Urgent (≤1 month) 1–3 months >3 months

Collateral Documents (optional)

ISO Certification (9001/14001/45001)

Standard(s) Required

ISO 9001 (Quality) ISO 14001 (Environmental) ISO 45001 (Health & Safety)

Certification Stage

New Implementation Gap Analysis Documentation Internal Audit Certification Support

Staff Strength (number of employees)

Number of Sites/Locations

Key Processes/Departments

Existing QMS/EMS/OHS Documents

Target Certification Date

Reason for Certification

Customer Requirement Regulatory Compliance Competitive Edge Tender Requirement Other

Preferred Certification Body (if known)

Business Diagnostics

Type of Diagnostic

Lite Standard Deep-dive

Main Pain Points (select all that apply)

Operations Finance Marketing & Sales HR (Human Resources) Compliance Strategy Other

Other Pain Points

Desired Outcomes

Diagnostic Scorecard Action Plan Roadmap

Company Age (years)

Revenue Bracket

Supporting Documents (org chart, policies, reports)

Market Research & Market Entry

Target Market(s)

Scope of Research (select all needed)

Market Sizing Competitor Mapping Pricing Analysis Customer Testing Distribution Channels Other

Research Questions / Hypotheses

Decision Deadline / Investment Date

Existing Market Data?

No Yes (will upload)

Upload Existing Market Data

Strategic/Marketing Plan

Plan Type

Primary Objective(s)

Growth Diversification Turnaround New Product/Market Launch

Time Horizon

12 months 24 months 36 months

Key Performance Indicators (KPIs)

Revenue Growth % Lead Volume CAC/LTV Ratio Customer Churn

Team Size for Execution

Budget Available (approx.)

Tools/Resources Available

Training & Capacity Building

Training Area(s) of Interest

ISO Standards Training Internal Auditing Funding Readiness Custom Topic

Preferred Mode

Onsite Online Hybrid

Number of Participants

Proposed Dates

Learning Objectives

Step 4: Budget & Procurement

Provide budget details and any procurement requirements.

Budget Estimate

Payment Preference

Full Upfront Milestone-based Installments Other

Procurement Requirements

Vendor Registration NDA Required Internal Approvals Needed RFP Reference

Decision Makers Involved

Step 5: Attachments & Uploads

Upload any supporting documents (company profile, project documents, financials, organogram, permits, etc.). You can drag & drop files or click to browse. (Max 100MB total)

Drag & drop files here or browse

Step 6: Consents & Legal

Please review and provide the following consents.

I agree to the confidentiality clause (your information will be kept private).

I consent to the processing of my data for this service request.

I request an NDA (Non-Disclosure Agreement) before sharing detailed information.

I would like to receive future updates or marketing communications.

Step 7: Review & Submit

Please review all details below before submitting. Use the Back button to make changes.

Everything look good? Click Submit to finalize your request.

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Comprehensive Service Request Form