Incorporate commonly formatted questionnaires directly into Asset-Map so that the vital information of a client household is in one place. Questionnaires can be sent to the client as a meeting takeaway or completed in the meeting.
Once the Questionnaire is loaded and activated in the platform, you’ll be able to select it from the bottom of the left-hand navigation, send your Questionnaire to your client to complete, complete it with them during a meeting, and track results/completions.
