This short survey, inspired by the questions that Google asks their managers, will ensure that you can keep a pulse on the qualitative and quantitative data of your managers. When teamed up with live, online reporting, you’ll always know how your managers are performing. Manager Feedback Survey Template Sample
Created for financial planners as a way to cut down on the amount of time that they spend collecting client information in their first appointment. The current process often involves advisers asking personal financial questions for 30 minutes or some advisers send an electronic fact find form for clients to fill in but most don’t …
This online reference check form is useful to have on your computer as you’re calling references. Information from this online form can be sent through into a Google Sheet, a DIY applicant tracker (using a project management tool with custom fields) or through to your ATS software. Background Reference Check Form Template Sample
Net Promoter Score®
The classic Net Promoter Score™ Survey with main score and additional demographic survey questions.
Net Promoter Score® Template Sample
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Manager Feedback Survey
This short survey, inspired by the questions that Google asks their managers, will ensure that you can keep a pulse on the qualitative and quantitative data of your managers. When teamed up with live, online reporting, you’ll always know how your managers are performing. Manager Feedback Survey Template Sample
Fact Find Template
Created for financial planners as a way to cut down on the amount of time that they spend collecting client information in their first appointment. The current process often involves advisers asking personal financial questions for 30 minutes or some advisers send an electronic fact find form for clients to fill in but most don’t …
Background Reference Check Form
This online reference check form is useful to have on your computer as you’re calling references. Information from this online form can be sent through into a Google Sheet, a DIY applicant tracker (using a project management tool with custom fields) or through to your ATS software. Background Reference Check Form Template Sample