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TAA New Client Application
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11
Questions
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1
Name
*
This field is required.
First Name
Last Name
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2
Email
*
This field is required.
example@example.com
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3
Phone Number
*
This field is required.
Area Code
Phone Number
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4
Where did you hear about us?
*
This field is required.
Podcast
Youtube
Facebook
LinkedIn
Google Search
Referral
Other
Podcast
Youtube
Facebook
LinkedIn
Google Search
Referral
Other
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5
What is your practice called?
*
This field is required.
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6
What is the approx size of your team?
*
This field is required.
It's just me!
1-2
3-5
5-10
11-20
20+
It's just me!
1-2
3-5
5-10
11-20
20+
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7
What is the approx turnover for your practice for the year?
*
This field is required.
Completely new
Below £50k
£50k - £100k
£100k - £250k
£250k - £500k
£500k - £1m
£1m - £2m
£2m+
Completely new
Below £50k
£50k - £100k
£100k - £250k
£250k - £500k
£500k - £1m
£1m - £2m
£2m+
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8
Please answer the following questions
*
This field is required.
Yes
No
Do you have a documented Business Plan to ensure you’re on track to achieving objectives?
Row 0, Column 0
Row 0, Column 1
Do you complete regular monthly management reporting of your results?
Row 1, Column 0
Row 1, Column 1
Do you have spare time and energy to enjoy life outside your business?
Row 2, Column 0
Row 2, Column 1
Do you regularly spend more than 1 day per week on the development and growth of your practice?
Row 3, Column 0
Row 3, Column 1
Do you have the team structure and setup to take at least 1 week-long holiday per year?
Row 4, Column 0
Row 4, Column 1
Do you have a documented Business Plan to ensure you’re on track to achieving objectives?
Do you complete regular monthly management reporting of your results?
Do you have spare time and energy to enjoy life outside your business?
Do you regularly spend more than 1 day per week on the development and growth of your practice?
Do you have the team structure and setup to take at least 1 week-long holiday per year?
Yes
Row 0, Column 0
No
Row 0, Column 1
Yes
Row 1, Column 0
No
Row 1, Column 1
Yes
Row 2, Column 0
No
Row 2, Column 1
Yes
Row 3, Column 0
No
Row 3, Column 1
Yes
Row 4, Column 0
No
Row 4, Column 1
1
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9
What is the current biggest challenge you are facing in your practice?
*
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quote
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Ok
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10
If you could pause time right now for 3 months what are the biggest goals you would achieve in your practice?
*
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Small
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quote
Created with Sketch.
Ok
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11
Is there anything else you would like to discuss at a meeting with us?
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