Practice Assessment Questionnaire

Enter total without decimals or commas

Enter previous year total without decimals or commas.

More time to sell / more appointments	Deeper client relationships
Effective way to manage your practice	Better work / life balance
Increased revenue

Campaign Pipeline Management (C4L sales/service campaigns)Appointment Management (Appointment Manager sets qualified appointments)Client Checkup Calls (Client stay-in-touch campaign process)Practice Management Support (Advisor Support Coordinator manages C4L / Weekly Sync Mtg)Directive-Based Dashboards (Real-time practice management information)Advisor Updates (Mobile Assistant "Talk It" process to capture meeting notes and assign tasks)Trusted Advisor Messaging (Monthly drip, birthday/etiquette messaging, content library)

Add 2nd staff member

Add 3rd staff member

Tax Preparation	Client Appreciation
Other	None

1 – 2 times per year	5 or more times per year
3 – 4 times per year	No formal process

CRM review due report	Internal review list
Clients (who ask for a review)	Other

Phone callLetterEmailNo formal notification usedOther

	Advisor	Staff 1	Staff 2
Who enters/maintains client data?
Who sets your appointments?
Who handles client service?
Who does client marketing?

	Advisor	Staff 1
Who enters/maintains client data?
Who sets your appointments?
Who handles client service?
Who does client marketing?

	Advisor	Staff 1	Staff 2	Staff 3
Who enters/maintains client data?
Who sets your appointments?
Who handles client service?
Who does client marketing?

Monthly Drip	Birthday
Wedding Anniversary	Etiquette Messaging (e.g. thank you, condolence, congrats)
None

CRM	Spreadsheet
Word Document	Sticky Notes
Other	Not Tracked

Advisors Assistant	Gorilla (Bill Good)	Junxure	Microsoft Dynamics
Pareto	Redtail	Salesforce	SmartOffice
Other	I do not utilize a CRM

Microsoft Outlook	Google	I do not use an electronic calendar
CRM Calendar	Other