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Client Survey (Website)
1. Your Trilogy Advisor
1
. My Trilogy Advisor is:
My Trilogy Advisor is:
2
. How long have you been working with your Trilogy Advisor?
How long have you been working with your Trilogy Advisor?
Less than 1 year
1 - 3 years
3 - 5 years
5 + years
3
. In your opinion, what makes your Trilogy Advisor different from other advisors you may have previously worked with?
In your opinion, what makes your Trilogy Advisor different from other advisors you may have previously worked with?
4
. Please evaluate your Trilogy Advisor's performance in terms of the following service attributes (with 5 being the highest)
1
2
3
4
5
n/a
Sense of Urgency
Please evaluate your Trilogy Advisor's performance in terms of the following service attributes (with 5 being the highest) Sense of Urgency 1
Sense of Urgency 2
Sense of Urgency 3
Sense of Urgency 4
Sense of Urgency 5
Sense of Urgency n/a
Communication
Communication 1
Communication 2
Communication 3
Communication 4
Communication 5
Communication n/a
Accessibility
Accessibility 1
Accessibility 2
Accessibility 3
Accessibility 4
Accessibility 5
Accessibility n/a
Responsiveness
Responsiveness 1
Responsiveness 2
Responsiveness 3
Responsiveness 4
Responsiveness 5
Responsiveness n/a
Consistency
Consistency 1
Consistency 2
Consistency 3
Consistency 4
Consistency 5
Consistency n/a
Competence
Competence 1
Competence 2
Competence 3
Competence 4
Competence 5
Competence n/a
Accuracy
Accuracy 1
Accuracy 2
Accuracy 3
Accuracy 4
Accuracy 5
Accuracy n/a
Attitude
Attitude 1
Attitude 2
Attitude 3
Attitude 4
Attitude 5
Attitude n/a
Overall Performance/Value
Overall Performance/Value 1
Overall Performance/Value 2
Overall Performance/Value 3
Overall Performance/Value 4
Overall Performance/Value 5
Overall Performance/Value n/a
Other (please specify)
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