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Services Feedback
Congratulations on buying your investment property. It has been a pleasure to serve you.
This survey will not take long but will help us improve our services a big time.
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Part A -
Then vs Now
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1. Before knowing us, what were the pain points?
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2. How did that (your pain points) make you feel?
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1 Clueless
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10 Crystal-clear
3. Did you had clarity on where you wanted to go?
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4. Had you not leveraged our services where you would be in the next 6-12 months?
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5. What were your expectations from us?
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6. In your words, what role did we play in your journey?
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7. Where are you in your journey now?
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1 None
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10 Absolutely
8. After giving us the opportunity to serve you, did you gain clarity on where you want to go, and how?
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9. Now that you have taken the step, how do you feel about your journey?
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10. In the long run, what difference will that make to you and your family?
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11. What would you say to someone about the route you are on?
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12. When do you think you will be ready for discussion on your next steps?
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3 months
6 months
12 months
Not Applicable
13. When do you think we need to review your portfolio and its performance?
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Continue to Part B
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