Did you feel your CFO was introduced timely?
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Yes
No
If no, what could we have done better to match you up with your CFO sooner?
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Overall rating of your Battle Plan call / 1-5 rating
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5
4
3
2
1
Were your goals addressed?
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Yes
No
Do feel your CFO was well suited to you?
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Yes
No
If no can they explain in more detail?
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Did your CFO explain your next steps and expectation in more detail?
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Yes
No
Was meeting schedule moving forward discussed?
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Yes
No
Was there anything else you would like to share about your onboarding process?
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