Gather essential business information and financial documents for efficient accounting client intake.
Hosted by Rajesh · 7 questions
Rajesh asks each of these questions on video, in this order.
Multiple choice
Rajesh says: “First, are we helping you personally, or a business you run?”
Myself or my household · Freelancer or sole trader · Small business · Nonprofit
Short answer
Rajesh says: “Tell me your business name and, in a few words, what it does.”
Dropdown
Rajesh says: “Roughly what's your yearly revenue? A ballpark figure is absolutely fine.”
Under $50,000 · $50,000 to $100,000 · $100,000 to $250,000 · $250,000 to $500,000 · $500,000 to $1 million · $1 million to $5 million · Over $5 million
Multiple choice
Rajesh says: “Which services are you looking for? Choose as many as apply.”
Tax returns · Bookkeeping · Payroll · Financial planning · Catching up on past years
Video, voice or text answer
Rajesh says: “What's the one money question you most want us to solve this year?”
File upload
Rajesh says: “If you have last year's tax return handy, please share it here.”
Contact details
Rajesh says: “Lastly, please leave your details so I can send a proposal.”
Which stage of life are you in?
Building my careerRaising a familyApproaching retirementAlready retiredCollect essential financial data and client aspirations to efficiently prepare for initial advisor consultations.
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What would you like to insure?
My homeMy carHome and car togetherMy lifeGather comprehensive client information to quickly provide tailored insurance quotes and assess satisfaction.
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What's the loan for?
Buying my first homeMoving to a new homeBuying an investment propertyRefinancing my current loanPre-qualify potential clients for home loans by gathering their financial and employment information.
See every questionStart collecting real feedback in video. See what your customers actually think and feel.
