#71: What should I ask in an "end of service" questionnaire?

Season #1

Join Josh and Emily to talk about end of service questionnaires. When a client is finished working with you, what should you ask them? What kind of feedback is valuable?

Top takeaways:

  1. You should have an alternate way of gathering data like, “How much debt did you pay off?” or “How much were you able to save?”
  2. You can solicit info about “How did you like my program” but it shouldn’t be the focus.
  3. Figure out what you’re trying to learn, and ask very specific questions to answer that question.

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: