Client Assessment
{ binding displayValue, mode=oneTime }
Industry
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
Choose industry
Agriculture, Forestry and Fishing
Agriculture, Forestry and Fishing
Mining
Mining
Manufacturing
Manufacturing
Electricity, Gas, Water and Waste Services
Electricity, Gas, Water and Waste Services
Construction
Construction
Wholesale trade
Wholesale trade
Retail Trade
Retail Trade
Accommodation and Food Services
Accommodation and Food Services
Transport, Postal and Warehousing
Transport, Postal and Warehousing
Information Media and Telecommunications
Information Media and Telecommunications
Financial and Insurance Services
Financial and Insurance Services
Rental, Hiring and Real Estate Services
Rental, Hiring and Real Estate Services
Professional, Scientific and Technical Services
Professional, Scientific and Technical Services
Administrative and Support Services
Administrative and Support Services
Public Administration and Safety
Public Administration and Safety
Education and Training
Education and Training
Health Care and Social Assistance
Health Care and Social Assistance
Arts and Recreation Services
Arts and Recreation Services
{ binding firstError.message }
Do you use Practice Management software?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
What Practice Management software do you use?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Do you have employees?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
How many employees?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
1-5
1-5
6-10
6-10
10-20
10-20
20+
20+
0
0
{ binding firstError.message }
Employees
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{# page1_NextButtonText}
Save
{# pageNumbers}
Administration
Do you spend more than 2 hours per week doing typing or data entry?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
TypingHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Do you receive more than 50 emails per day?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
EmailHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Do you have more than 15 appointments or meetings a week?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
CalendarHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
How many average sales/appointments do you have per month?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
Average sales per month
1-50
1-50
51-100
51-100
101-200
101-200
200+
200+
{ binding firstError.message }
Sales
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
InvoicingTime
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Back
{# page2_NextButtonText}
Save
{# pageNumbers}
Website
Do you have a website?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Website
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Does your website need updating?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Who maintains your website?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Website Time
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Back
{# page3_NextButtonText}
Save
{# pageNumbers}
Bookkeeping - Who does your....
Quotes and Invoices
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Accounts Receivable
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Accounts Payable
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Payroll
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
What bookkeeping system do you use?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
Paper-based
Paper-based
MYOB
MYOB
Xero
Xero
Reckon
Reckon
Quickbooks
Quickbooks
Freshbooks
Freshbooks
Zoho Book
Zoho Book
Spreadsheet
Spreadsheet
Other
Other
{ binding firstError.message }
Bookkeeping System
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Bookkeeping Time
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Back
{# page4_NextButtonText}
Save
{# pageNumbers}
Business Documents
Do you have policies & procedures in place and documented?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Do you have process maps for complex procedures?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Do you use the same forms repeatedly?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Do you have templates for these forms?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Do any of these documents need updating?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Would you like insight into your business through reports?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
Do you have reports and data available to you?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
{ binding firstError.message }
Back
{# page5_NextButtonText}
Save
{# pageNumbers}
Systems
Do you currently use, or would like to use, any of these systems or programs?
Choice
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding displayValue, mode=oneTime }
{ binding firstError.message }
{ binding firstError.message }
Back
{# page6_NextButtonText}
Save
{# pageNumbers}
Your Details
Name
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Email
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Phone
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Savings
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Total Hours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Office Use Only
Less than Employee
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Hours Saved
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Back
Submit
Save
{# pageNumbers}
Client Assessment
Industry
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you use Practice Management software?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
What Practice Management software do you use?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you have employees?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
How many employees?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Employees
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Administration
Do you spend more than 2 hours per week doing typing or data entry?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
TypingHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Do you receive more than 50 emails per day?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
EmailHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Do you have more than 15 appointments or meetings a week?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
CalendarHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
How many average sales/appointments do you have per month?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Sales
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
InvoicingTime
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Website
Do you have a website?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Website
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Does your website need updating?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Who maintains your website?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Website Time
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Bookkeeping - Who does your....
Quotes and Invoices
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Accounts Receivable
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Accounts Payable
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Payroll
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
What bookkeeping system do you use?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Bookkeeping System
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Bookkeeping Time
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Business Documents
Do you have policies & procedures in place and documented?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you have process maps for complex procedures?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you use the same forms repeatedly?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you have templates for these forms?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do any of these documents need updating?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Would you like insight into your business through reports?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you have reports and data available to you?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Systems
Do you currently use, or would like to use, any of these systems or programs?
Choice
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Your Details
Name
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Email
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Phone
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Savings
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Total Hours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Office Use Only
Less than Employee
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Hours Saved
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
The email has been sent.
Your progress has been saved.
Copy your form link:
Email me my link:
Send
{ binding firstError.message }
Client Assessment
Industry
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you use Practice Management software?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
What Practice Management software do you use?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you have employees?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
How many employees?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Employees
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Administration
Do you spend more than 2 hours per week doing typing or data entry?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
TypingHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Do you receive more than 50 emails per day?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
EmailHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Do you have more than 15 appointments or meetings a week?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
CalendarHours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
How many average sales/appointments do you have per month?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Sales
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
InvoicingTime
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Website
Do you have a website?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Website
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Does your website need updating?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Who maintains your website?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Website Time
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Bookkeeping - Who does your....
Quotes and Invoices
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Accounts Receivable
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Accounts Payable
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Payroll
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
What bookkeeping system do you use?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Bookkeeping System
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Bookkeeping Time
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Business Documents
Do you have policies & procedures in place and documented?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you have process maps for complex procedures?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you use the same forms repeatedly?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you have templates for these forms?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do any of these documents need updating?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Would you like insight into your business through reports?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Do you have reports and data available to you?
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Systems
Do you currently use, or would like to use, any of these systems or programs?
Choice
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Your Details
Name
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Email
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Phone
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Savings
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Total Hours
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{ binding firstError.message }
Office Use Only
Less than Employee
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Hours Saved
{{ Cognito.resources["required-asterisk"] }}
,
{ binding firstError.message }
{binding displayValue}
{ binding firstError.message }