*1.Does your firm have an official client onboarding process?(Required.)

Yes

No

Not Consistently/Sometimes

*2.For those who distribute a Client Onboarding Questionnaire, how many questions long is it?(Required.)

5-10

10-15

15-20

20+

*3.What percentage of customers say that they would be more likely to stay loyal to a business that invests in onboarding procedures that welcomes them and educates them after they have signed on/purchased? (Required.)

33%

55%

86%

91%