Custom HubSpot Form

Client Feedback Questionnaire

We value your feedback. This questionnaire helps us improve our services and better serve your financial needs. Please allow 5-10 minutes to complete.

1/9

First Name *

Last Name *

Email *

How responsive is your advisor to emails, texts, and calls? *

Very responsive

Responsive

Sometimes slow

Often slow

Would you like to receive more or less communication from your advisor? *

Much less

Slightly less

Same as now

Slightly more

Significantly more

We are continuously looking for ways to enhance our service quality. What is one thing you suggest we could do to make our service truly stand out?

How do you feel about the timing and length of your meetings with your advisor? *

Too long

Too short

Just right

How do you feel about the frequency of your meetings with your advisor?

Too frequent

Not frequent enough

Just right

How satisfied are you with the follow-up after meetings or calls? *

Very satisfied

Satisfied

Neutral

Unsatisfied

Very unsatisfied

Do you know a friend, family member, or colleague who could benefit from our guidance and services? *

Yes, happy to connect

Maybe, need info

On a scale of 1–10, how likely are you to recommend Crespo Capital to a friend or colleague? *

Client Feedback Questionnaire

Thank You!

Private Access. Tailored Guidance.

Private Access.
Tailored Guidance.