Follow Up Questionnaire

Follow Up Questionnaire

Thank you for choosing Koffee & Kash for your financial needs! Please answer a few questions so that we can be certain to continue to provide you with EXCELLENT service!
Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
How did you hear about us?

ReferralFacebookInstagramOther
Client Needs Assessment

Please answer a few questions so that we can be certain to continue to provide you with EXCELLENT service!
What services do you currently have with us? (Select All That Apply)

Life InsuranceTax PreparationSmall Business ConsultPersonal Finance ConsultCredit BuildingResume' AssistanceInterview PrepMath Tutoring
Do you have Life Insurance?

Yes, my own policyYes, my parent has it for meYes, I have it through workNot sureNoI don't fully understand Life InsuranceOther
How SATISFIED are you with your current Auto Insurance payment?

My rate is GREAT:)My rate could be lower :(My rate is TOO expensiveI do not believe I qualify to have it lower
How SATISFIED are you with your current Credit Score?

My score is GREAT ;)I'm close to where I want to be :)My score is lower than I like to admit :oI need HELP!
Have you created your Business Plan to apply for FREE Funding? (Select ALL that apply)

Yes, I love my Business Plan, but need FundingYes, But it may need another lookI need a Business PlanI am DEFINITELY looking for business funding
Do you have Identity Theft Protection?

YesNoTell Me MoreNot Interested
Do you have a Legal Aid Service? (Assistance w/ Tickets, Accidents, Trusts, Wills, etc.)

YesNoTell Me MoreNot Interested
Which of these services would you like more information on? (Select ALL that apply)

Auto Insurance QuoteCredit BuildingHomeowners / Renters InsuranceTax PreparationInvestment / Retirement AccountsHome LoanLife InsuranceResume' AssistanceInterview PrepOverall ConsultationBusiness FormationBusiness Funding
Would you like to be a part of our Referral Program?

YesNoTell Me More
Are you looking to make EXTRA MONEY daily?

YES!Tell Me MoreNot at this time
Please share details of how Koffee & Kash can help enhance YOUR financial picture
Consultant Review

Please answer a few questions so that we can be certain to continue to provide you with EXCELLENT service!
How satisfied were you with the PROFESSIONALISM of your consultant?

Completely SatisfiedSomewhat SatisfiedNeither Yer or NoSlightly UnsatisfiedUnsatisfied
How satisfied were you with the EFFICIENCY of your consultant?

Completely SatisfiedSomewhat SatisfiedNeither Yer or NoSlightly UnsatisfiedUnsatisfied
How satisfied were you with the TIMELINESS of your consultant?

Completely SatisfiedSomewhat SatisfiedNeither Yer or NoSlightly UnsatisfiedUnsatisfied
How satisfied were you with the ADVICE of your consultant?

Completely SatisfiedSomewhat SatisfiedNeither Yer or NoSlightly UnsatisfiedUnsatisfied
Feel free to share a review on your Consultant, Level of Service you received, or any other feedback.
Thank you for choosing Koffee and Kash for your financial needs. We appreciate your business and look forward to working with you in the future!

Feel free to visit
https://linktr.ee/koffeeandkash for videos and tips!

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where we talk about

All things Kash over a cup of Koffee!

Contact: info@koffeeandkash.com
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Follow Up Questionnaire

Client Needs Assessment

Consultant Review