Client Engagement & Interest Survey

Thank you for taking a few moments to help us serve you better. Your responses will help us tailor our communications and offerings to best suit your interests and needs.

1. Newsletter & Communication Preferences

How often would you like to receive communications from us?*

How often would you like to receive communications from us?*

Clear selection

What types of content are you most interested in receiving?*

What types of content are you most interested in receiving?*

Clear selection
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2. Awareness & Value of Our Offerings

Please indicate your awareness and the value you receive from the following:*

Please indicate your awareness and the value you receive from the following:*

(Please check all that apply for each row.)

I Know About This
I’ve Participated
I Find It Valuable
Not Interested
Monthly Seminars
Quarterly Newsletters
Maturity Matters Newsletter (55+)
Client Special Events (Movie Day, Children's Christmas Party, Euchrefrest, etc.)
Duane Explains Videos
Client Income Tax Services
Clear selection
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3. Personal Interests

What hobbies or activities do you enjoy in your spare time? *

What hobbies or activities do you enjoy in your spare time? *

(Select all that apply)

Clear selection

Would you be interested in attending any of the following types of events?*

Would you be interested in attending any of the following types of events?*

(Select all that apply)

Clear selection

If attending our seminar, would you prefer to come in-person or join us virtually?*

If attending our seminar, would you prefer to come in-person or join us virtually?*

Clear selection
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4. Communication Preferences

What is your preferred method of communication?*

What is your preferred method of communication?*

Clear selection

Do you currently follow us on social media or visit our website?

Do you currently follow us on social media or visit our website?

LinkedIN, Facebook, X (formerly Twitter)

Clear selection
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5. Additional Feedback

Is there anything else you’d like us to include in our communications or services?*

Is there anything else you’d like us to include in our communications or services?*

Clear selection

Do you feel connected and informed by our communications?*

Do you feel connected and informed by our communications?*

Choose
Yes
Somewhat
Not really
I’d like more engagement
Clear selection
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Question

Question

Clear selection
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