ClientInsights, ClientBuilder, TeamBuilder
Secure additional revenue streams by identifying valuable new sales opportunities amongst your clients for you to consider, cost and implement. Understand your clients’ ambitions, concerns, experiences and opinions to improve retention and create opportunities to up-sell, offer new services and secure client referrals. Enhance team retention, role satisfaction and business performance through clear employee feedback, better understanding and actionable solutions.
- How to Arrange Questions
- How to Copy a Template Questionnaire to customize it
- How to edit a Questionnaire - General Content
- How to edit a Questionnaire - Questions
- How to delete a question from a Template Questionnaire
- How a Questionnaire looks like when embedded in a website
- How to send a Questionnaire via Email
- How to send a Quesionnaire via link
- How to stop a questionnaire from receiving responses
- How to test a Questionnaire
- How to view a Questionnaire