Does anyone use Typeform with prospects to guage their acceptance of your product/service?
Best answer by Liz
View originalDoes anyone use Typeform with prospects to guage their acceptance of your product/service?
Best answer by Liz
View originalHi
I provide retirement income and estate planning services for those individuals at or near retirement. When I add new clients, I want to send personalized surveys to gauge their satisfaction with my onboarding process and their comfort with recommending me to those they care about requiring similar services. Thanks.
Hi
To make it more personal, you could use the recall information feature to mention their name.
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