Training Questionnaire
Your Name
First Name
Last Name
Business Name
*
What’s the overall goal of this training session?
*
Are there specific topics or questions you’d like us to address in this session?
*
What features are you currently using in Keeper?
*
Non-closing tasks
Closing tasks & reports
Client Portal
Time tracking
Are there other team members you’d like to add to this call? If so, please list an overview of their role.
*
You will be able to add their email address on the next page
Submit and book a time!
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