Clone of Client Assessment Survey

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PLEASE READ
Thank you for taking the time to help one of our associates with this assignment! At Genistar, it is our goal to provide the best trained people with the highest level of service reaching families all over the United Kingdom.

THIS IS PURELY A PRACTICE PRESENTATION

You will be helping your friend/family member gain confidence, skills and valuable training. At the end you will be asked to complete this survey. The more honest your answers are the more helpful this training experience will be.

YOUR PRESENTER CAN NOT GIVE ADVICE
They are being trained to educate and empower you with information to help you make more informed financial decisions. However, they can answer questions of a factual nature and refer you to some of our expert partners if you request it.

Thank you

Daryl Harper

Senior Vice President
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Name
First Name
Last Name
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Phone NumberFrom time to time your presenters training supervisor may contact you to ask further questions regarding the appointment.
Please enter a valid phone number.
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Email
example@example.com
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Age Group* This field is required.
18 - 24
25 - 34
35 - 44
45 - 54
55 - 64
65+
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How do you know the presenter?
Family
Friend
Colleague
Other
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Who else was present during the presentation?
Only Me
Husband
Wife
Friend
Colleague
Other
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What date and time did the appointment take place?
Date
Day
Month
Year
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What was the duration of the appointmentPlease indicate the start and finish time
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Hour
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Minutes
Until
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Hour
58
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Minutes
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Name of the presenter{name}
First Name
Last Name
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Name of the presenter

{name:first}
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Knowing the presentation* This field is required.
1
2
3
4
5
6
7
8
9
10
Really needs work
Excellent
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Ability to answer questions* This field is required.
1
2
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9
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Really needs work
Excellent
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Explaining financial concepts* This field is required.
1
2
3
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5
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Really needs work
Excellent
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Confidence in delivery* This field is required.
1
2
3
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5
6
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9
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Really needs work
Excellent
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Body language* This field is required.
1
2
3
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5
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9
10
Really needs work
Excellent
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Smiling* This field is required.
1
2
3
4
5
6
7
8
9
10
Really needs work
Excellent
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Eye contact* This field is required.
1
2
3
4
5
6
7
8
9
10
Really needs work
Excellent
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Overall performance* This field is required.
1
2
3
4
5
6
7
8
9
10
Really needs work
Excellent
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Star ratingOut of 80 you scored....
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Was the appointment done online via a webcam?
YESNO
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Quality of their camera* This field is required.
1
2
3
4
5
6
7
8
9
10
Really needs work
Excellent
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Quality of their sound* This field is required.
1
2
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8
9
10
Really needs work
Excellent
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Professionalism of their environment (background)* This field is required.
1
2
3
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5
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8
9
10
Really needs work
Excellent
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Confidence in using video web meeting* This field is required.
1
2
3
4
5
6
7
8
9
10
Really needs work
Excellent
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Quality of their internet* This field is required.
1
2
3
4
5
6
7
8
9
10
Poor
Excellent
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Star ratingOut of 50 you scored....
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What were some of the key things that you learnt from the presentation?
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Did they give you any advice?
YESNO
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What advice did they give?
Huge
Large
Normal
Small
Ok
Ok
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Did the associate give you adequate reminders of your meeting?
YESNO
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Were you interested in having your own free personal Financial Game Plan?
YESNO
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Would you be happy for your presenter to provide you with a free Financial Game Plan or would you prefer another representative to provide this service for you?* This field is required.
Happy for my {ltdivClassinlinequilleditgtname} to do it
I/We would prefer another representative
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Based on the information that was presented to you, do you know anyone else that would be good at presenting the same information if they had the right training and support?
YESNO
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Do you know of other people who would benefit from receiving the same financial education?
YESNO
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Any suggestions?
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Any final comments?
Should be Empty: