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What is the name of your business?
Text
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Which Province is your business located?
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What type of business is it?
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Why have you not registered as a Pty Ltd?
Can we give MCQ options? E.g
It complicates the sale of ownership Management of regulatory/legal things 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Which industry does your business operate in?
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How many employees work for your business?
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Who are the key financial decision makers?
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Who are the key financial decision makers?
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Who makes the day to day operational financial decisions?
Who makes the day to day operational financial decisions?
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Who do you bank with for personal use?
Who do you bank with for personal use?
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Do you use a business or personal bank account for your business?
Both personal and business 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
What is the reason for this?
i.e. want to keep my finances separate. or better rates for personal compared to business bank etc.
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Who do you bank with for business use?
Who do you bank with for business use?
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Do you have accounts with more than one provider for your business banking?
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With who and why do you have more than 1 business banking provider?
text
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What types of accounts do you use for your business banking?
What types of accounts do you use for your business banking?
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What do you use your savings account for?
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From now on, all questions asked will be about the primary bank account that you use for your business (either business or personal)
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How would you rate the banking service on a scale of 1-10? (1= very bad service and 10=fantastic service)
Number
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What was the main service or product offering that made you choose your current business bank? Select all that apply.
Example
Already banking with them for personal use What was the main service or product offering that made you choose your current business bank?
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How long have you been with your current bank provider?
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In the past 2 years have you switched banking providers?
No, but I have thought about it 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️
What is your reason for switching or wanting to switch?
text
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Is there anything that would make you think of switching?
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What service or product do you wish your current provider offered that they currently don’t?
Example:
Savings/investment, Private banking services, access to small business help, accounting systems, ERP
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Have you ever applied for a loan or lending product for your business?
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What was the reason for the loan?
What was the reason for the loan?
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What was the size of the loan required?
R0 - R10k
R10k - R50k
R50k - R100k
R100k - R250k
R250k - R1m
R1m - R5m
R5m - R10m
R10m+
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Where did you apply for your business loan?
Main bank
Personal account
Family
Other (Lulalend, Fundrr etc)
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Where did you apply for your business loan?
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Were you approved for the loan?
Yes
No
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Did you receive the amount you applied for?
Yes
No
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Do you know why this was the outcome?
I.e. If Yes, why did they grant and if No, why did they reject.
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How long did it take you to complete the loan application, (From start of application to getting feedback on approval or rejection)
1 - 3 days
4 - 7 days
1 - 2 weeks
2 - 3 weeks
3 - 4 weeks
1+ months
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What type of documentation or data did they require from you during the loan application? Select all that apply.
Example:
1, 2, 6
Is equal to ID, Proof of residence, Bank statements
Lease or mortgage agreement Company registration documents Annual financial statements What type of documentation or data did they require from you during the loan application?
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How do you prefer as your main form of engage with financial services provider for your business
Dedicated business manager How do you prefer to engage with financial services provider for your business
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Please provide reasons regarding the options selected?
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What are the biggest problems your business is facing at this point?
More specific. Could be voice note?