Looking for something? Search for: Templates Access a range of customizable templates designed to simplify and standardize your procedures. 50 questions to ask clients in a business planning questionnaire August 19, 2024 - by Sylva Sivz Get a list of 50 questions to ask clients in a business planning questionnaire to craft a strong and detailed business plan. Client onboarding email: Templates and best practices August 15, 2024 - by Sylva Sivz Get 5 onboarding email templates you can copy and paste from then edit to suit your business. A ready-made financial planning fact find template July 10, 2024 - by Drazen Vujovic The financial planning process is much easier if you have an information-gathering form at your disposal. This post will show you how to create a perfect fact find template. Top questions to ask in student enrollment forms + free template October 29, 2023 - by Sylva Sivz Get a list of questions you can ask in student enrollment forms and discover how data collection tools can help speed up the enrollment process altogether. Questions to ask in a student registration form + free template October 26, 2023 - by Sylva Sivz Get a list of questions you can ask in a student registration form and use our free template to start building your form for your school. How to create the perfect client onboarding form July 9, 2023 - by Nicholas Edwards A client onboarding form is one of the best ways to streamline and systematise your onboarding process. In this article, we’ll explain how to create the perfect one. How to create the perfect investor questionnaire February 19, 2023 - by Nicholas Edwards Want to know how to create a winning investor questionnaire? Look no further. Here are some tips and questions to ask. Life insurance questionnaire — how to get the information you need February 16, 2023 - by Nicholas Edwards Need help crafting the perfect life insurance questionnaire? Read on to find out what to include — and how to capture customer information more efficiently. Asking for referrals: A cost-effective way to getting more clients December 5, 2022 - by Kathryn Yanchycki Referrals are an effective way to attract new business. Learn about ways to ask for and get referrals, tips for successful opportunities + referral templates for email. How to effectively screen renters with a tenant questionnaire July 4, 2022 - by Marina Lovejoy-Black Experiencing trouble with tenants? Get a list of the most important questions to ask in your next tenant questionnaire in order to ensure you end up with only the most reliable tenants. Sample email for requesting documents from clients May 24, 2022 - by Kathryn Yanchycki Sample email for requesting documents from clients and increase your odds of getting a response. What to include, ways to save time and is email the best way? Business coaching intake form: 22 must-ask questions December 13, 2021 - by Marina Lovejoy-Black Learn how to create the perfect business coaching intake form for new clients. Win clients with this flawless consulting questionnaire December 9, 2021 - by Marina Lovejoy-Black Get a list of 23 questions to ask in your next consulting questionnaire. Pre-coaching questionnaire: 20 questions to ask your clients December 2, 2021 - by Marina Lovejoy-Black Learn how to create the ideal pre-coaching questionnaire for new prospects. A guide to creating the perfect life coaching intake form November 25, 2021 - by Marina Lovejoy-Black Get a list of 22 questions to include in your next life coaching intake form. Real estate questionnaire for sellers: 25 questions to ask July 12, 2021 - by Marina Lovejoy-Black Get a list of 25 questions to ask in your real estate questionnaire for sellers. Real estate questionnaire for buyers: 33 questions to ask July 5, 2021 - by Marina Lovejoy-Black Learn how to create a real estate questionnaire perfectly suited to buyers. How to create a merchant onboarding form for a smoother process June 4, 2021 - by Marina Lovejoy-Black Get an outline of which questions to include in a merchant onboarding form so you can speed up the process and boost productivity. Event planning questionnaire: 30 questions to ask May 13, 2021 - by Sylva Sivz Get a list of 30 questions to ask clients in an event planning questionnaire so you can pull off a successful event. Recruitment questionnaire: 30 questions to ask May 4, 2021 - by Sylva Sivz Get a list of 30 telling questions to ask candidates in your recruitment questionnaire or use our template. Interior design questionnaire: 30 insightful questions to ask March 16, 2021 - by Sylva Sivz Get a list of 30 insightful questions to ask new clients in your interior design questionnaire so you can nail your next design project. Create an effective client onboarding checklist (template included) May 7, 2020 - by Sara Bussandri Use this customer or client onboarding checklist to kick projects off on the right foot. How to create a client intake form (template included) February 12, 2020 - by Drazen Vujovic Client intake forms greatly impact building a working relationship with a client. Check everything you need to know about client intake forms, from their benefits to finding the right template
