USERID211
CID66
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Consultant ID1
Date of Consultation01/18/2023
ConsultantDee Dice
Time Spent1
Type of EntryTA
Report Year2023
PurposeREVIEW THE LIVEPLAN SOFTWARE AND FIRST SESSION OF THE 4 PART SERIES
Notes

Joan is unclear where her business is headed. We discussed the possibility of her doing a healing retreat and opening earthsong farm for more products. She wants to change how she "presents" herself and her business.

PLEASE CONFIRM CLIENT USER INFORMATION
Town of ResidenceWorthington
NameJoa Agnello-Traista
EmailEmail hidden; Javascript is required.
Home Address264 Harvey Road
Po Box 106
Worthington, Massachusetts 01098
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Cell Phone(860) 841-8989
Home Phone(860) 841-8989
Work Phone(860) 841-8989
Please Tell Us About YourselfFemale
Are you an immigrant/non-native English speaker?NO
Which best describes youWhite/Caucasian
EthnicityNon-Hispanic
Are you a VeteranNO
Are you part of the LQBTQ+ communityNO
Which Best Describes Your Age Group?60 years or older
Household Size2
Income Level Based on the Chart AboveLow
Business NameEarth Song Farm
Type of BusinessFarm and holistic health
Business Address505 Main Road
Chesterfield
Chesterfield 01062
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WebsiteNone
Total Number of Employees (including owners)None
Number of Full Time EmployeesNone
Number of Part Time EmployeesNone
What best describes your business status now?Prospective business owner (more than 1 year from startup)
Is this business Woman Owned?YES
Is the business any of the following?
  • Other
Is this business Veteran Owned?NO
What assistance are you seeking
  • Exploring a business idea
  • Starting a business
  • Marketing/advertising your business
  • IT/Web Support
Are you starting a business as a result of being unemployed.NO
UntitledFirst Choice