Onboarding New Clients Score Card - Pooley Accounting Services

Your Information

Name*

First Last

Company Name*

Email*

Please Rank Your Pooley Accounting Services’ Team Member on a Scale of 1-5

External Communications*

Team Member responds within one (1) business day to emails or left voicemails and is always approachable. On a timely basis and as issues become apparent, Team Member is reporting client issues to the President.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Communications: If you chose a 2 or below, please provide specific details

Timeliness*

Team Member is dependable by meeting internal and external deadlines. Also, team member completes assignments within the allotted time and when promised. The team member is proactive, within constraints and client agreement verbiage, regarding advising clients on relevant/topical issues.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Timeliness: If you chose a 2 or below, please provide specific details*

Quality of Work*

Team member produces work that is accurate, comprehensive, effectively communicated and educates the client on how best to conduct business.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Quality of Work: If you chose a 2 or below, please provide specific details

Planning and Scheduling*

As required, Team Member keeps appointments. Team member, along with the client, creates a realistic schedule for the completion of internal and external deadlines.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Planning and Scheduling: If you chose a 2 or below, please provide specific details

Professionalism*

Team member demonstrates a willingness to fulfill position requirements and complete assigned tasks. The attitude displayed by the team member interacting in person or via email with you or related companies is always positive and is solution-focused.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Professionalism: If you chose a 2 or below, please provide specific details

Onboarding Experience

Pertinent Items*

On a scale of 1-5, how thoroughly did we explain the critical items pertinent to your onboarding process?

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Pertinent Items: If you chose a 2 or below, please provide specific details

Questions Answered*

On a scale of 1-5, how well did we answer your questions about the onboarding process and the client agreement document?

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Questions Answered: If you chose a 2 or below, please provide specific details

Have you received your Client Agreement Letter?*

Yes
No

If YES, how quickly did you receive it after deciding to work with PAS?

1-2 days
1-2 weeks
1-2 months

Did you receive a welcome call/email from your accountant shortly after engaging with PAS?*

Yes
No

If YES, how quickly did you receive it after deciding to work with PAS?

1-2 days
1-2 weeks
1-2 months

What recommendations would you offer to help us improve our onboarding process?

Comments

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