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Hello you!!
I'd really appreciate a few moments of your time. If you could answer these few questions it will help me to ensure the service I offer remains the best it can be. Thank you so much!
9
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1
What's your name?
*
This field is required.
This is the first question, and is so I know we've spoken or worked together!
First Name
Last Name
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2
Are you completing this before, or after you've received advice from me?
Either is fine! It just helps me to know :)
Yep! I've had advice!
I've NOT had advice yet!
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3
What type of thing was the main reason(s) we had our chats?
You can pick as many as you like!
Mortgage Advice
Insurance Advice
Estate Planning Advice
General Guidance
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4
Would you feel comfortable working together again in future?
YES
NO
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5
On a scale of 1 to 10, how likely would you be to recommend my services to a friend?
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6
Do you feel that the fee and / or commission paid is fair?
Obviously, I've got to earn a living, so my little business either charges a fee, or earns commission, or for some products, it's a combination. That said, it's really important to me you feel you're getting value for your money!
Everything feels like really fair value! Not too much, but not too little.
I guess it's ok. I've no really strong feelings on it
I feel like you earned more than what feels fair for the work done
Erm... I've no idea how much I paid, or how much commission you got, if any!??
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7
How would you feel about having to tell me something which is very personal, or perhaps upsetting?
This maybe feels like an odd question, but sometimes things that aren't easy to talk about can have a huge effect on making sure you get the right advice, so I'm checking if I'm giving people the right space, comfort and environment for talking freely.
I'd tell you anything that felt relevant, without hesitation!
I guess, if you asked specifically, I would probably tell you
I'd be hesitant to discuss anything personal I didn't feel was directly linked to the topic
Yeah, I get what you're saying, but no, I think I'd rather not discuss personal or upsetting things with you.
I'd never tell anyone, in any situation, ANYTHING I didn't feel was absolutely vital that they knew! "It's not you, it's me!"
Other
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8
Anything else you'd like to add?
Any feedback about what you think I did well, did badly, or areas where you feel some improvement could be made. This is perhaps the most important box in the whole form as you get chance to say things in your own words <3
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9
Would you mind me sharing any of your responses in this form?
Go right ahead! Yep!
Nah, it's just between us!
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