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Questionnaires
Questionnaires

Elite subscribers get even more meaningful information from clients and prospects

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 2 months ago

What Questionnaires Is

Questionnaires is a feature that allows Financial Professionals the opportunity to send curated questions to their clients or prospects. Questionnaires can be sent to the client as a meeting takeaway or completed in the meeting. This feature makes the advisor-client interaction more efficient, allowing businesses to scale quickly.
👉 Please check out the other features of Questionnaires below:

  • Results are stored within our system as part of the Household as a PDF.

  • Results can be viewed by the advisor within the platform.

  • To create a PDF of the results with your Logo, please connect with our Support team to determine page design and costs.

  • Questionnaires can be re-sent (requesting updates prior to annual meetings, for example).

  • Results to re-sent Questionnaires are saved as separate documents in our system and not overwritten.

  • Historical results can be filtered and searched.

  • Questionnaires are ancillary to Discovery Interview and other Household reports.

  • This feature is part of the Elite subscription package as well as Enterprise subscribers. Interested in upgrading to Elite? Head over to this resource to learn more.

  • Your Questionnaire is branded with your logo (assuming Custom Branding has been requested).

How do I get my Questionnaire into Asset-Map?

WE work with YOU every step of the way. 👍Though we have no-cost pre-built questionnaires that are very popular (available here), you may wish to send us your own. Here are considerations:

  • Questionnaires are built for you by our team.

  • Check out this resource↗️ for more information and to schedule a consultation.

  • A no-cost questionnaire consists of a maximum of 10 questions that can include numeric answers that are not calculated.

  • A statement of work and associated costs will be evaluated for a questionnaire consisting of more than 10 questions or whose answers need to have logic built (such as calculations).

  • One question may be changed per calendar year at no cost.

  • One no-cost questionnaire may be requested. Subsequent questionnaires will be subject to added charges.

  • A cost will be evaluated for more than one change request during a calendar year.

  • We offer a two week turn-around time.

What kind of Questions can I ask?

There are three common answer types we provide for no cost, up to ten questions in total on your questionnaire.

  • Free text field - a person can type text into a text box. For example:

  • Radio button - indicating one choice out of a group of choices. For example:

  • Multi-select - allowing more that one choice out of a group. For example:

You are also provided an option to add your own, brief explanatory text. For example:

A statement of work and associated costs will be evaluated for a questionnaire consisting of more than 10 questions or whose answers need to have logic built (such as calculations).

Pro Tip: The best questionnaires have purpose and are well thought out.

  • Think of the purpose of the questionnaire.

  • Think of the answers you'd like to get. This may affect the type of answer you choose.

  • Think of the question's verbiage. The wording could be important.

  • Think of what you will do with the survey once it is completed. How will you use this information?

  • Is this a one-time survey for a household or is it expected to be re-sent on occasion?

How do I use Questionnaires?

The Questionnaires page is available for Elite subscribers on every household.

This will take you to the Questionnaires' adminstration page where you can see the various actions you can perform on your available Questionnaires as well as search for past results:

The actions are:

  • Share the questionnaire(s) you have in the table with the household. Options include:

    • Copying the household questionnaire's link to provide to the client

    • Enter the questionnaire on the spot

  • Complete (close) an incomplete questionnaire.

  • View the questionnaire responses in a browser window.

  • Generate a PDF of the responses (if purchased).

Search for prior questionnaire results by clicking the History tab. Enter desired filters and use the Actions tools as described above.

Demonstration - What a Client Sees

Notifications

The system will notify the advisor when Questionnaires are completed by sending an email and via the notification bell icon in the application. Adjustments to notifications are found on the Notifications section in the User Preference.

Questions about Questionnaires

❔ Do Questionnaires edit or directly connect to Asset-Maps or Target-Maps?
They do not edit or connect with a Household's Asset-Maps or Target-Maps.

❔ Do they make or add to Asset-Maps?
They do not.

❔ Are they part of the Comprehensive Reports (found on the Reports page)?

No, they are not.

❔ Do they connect to or influence Discovery Online Interview?

They do not. Questionnaires are independent surveys.

❔ Can Questionnaires be automated or scheduled?

They cannot.

❔ Can they be formatted with my logo and colors?

Questionnaires are branded with your logo at this time.

9/2024

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