What it Is
Reputation and performance matter. Selected’s Family Follow-Up Survey Program gives you meaningful feedback from families about their experience with your firm. By participating in the program, you can:
- Cement a positive relationship with families
- Learn first-hand from clients how well your staff is performing
- Identify operational strengths and weaknesses
- Fuel your reputation management efforts with real comments from satisfied clients
- Recognize staff for high achievements
- Know what corrective action is needed to improve your team’s performance
How it Works
By signing up, you will receive 50 free, customized survey sets, each including a survey form, postage-paid return envelope and cover letter. You distribute the forms. Families can complete the hardcopy or online survey. Completed surveys are documented and reported monthly on a private, secure online portal.
You can supplement the program to:
- Track by arrangers
- Purchase additional surveys
- Monitor all your locations
Want to Talk About It?
Contact Dan Beavers at 800-323-4219.