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Seminar Evaluation Survey

Your full name?

Your email address?

1. How did you hear of the seminar?
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Referred by a Relative (go to question 3)
Referred by a Friend (go to question 3)
Other

2. (If it was an ad) Why did this ad get your attention?
3. How would you rate your experience when making a reservation?
Excellent
Good
Fair

4. Why did you attend the seminar?

General Estate Planning Information
Ready to Make a Decision
Shopping Around
Other

5. Were we able to help you with your estate planning goals?
Yes
No
6. Was the information clearly presented?
Yes
No
7. Did the speaker answer questions clearly and effectively?
Yes
No
8. Please rate your impression of the slides in the presentation:
Excellent
Good
Fair
9. Did the overall presentation match your expectations?
Yes
No
10. Did you read the materials distributed at the seminar?
Yes
No (go to question 12)
11. What is your impression of the handout materials?
Excellent
Good
Fair
12. If you are ready to complete your estate plan, will you retain our firm?
Yes
No
13. Do you feel the fees are reasonable in light of the services we offer?
Yes
No
14. What did you think of the offer for a free consultation?
Great Idea
Fair Idea
15. What do you think about the 10% credit offered to seminar attendees?
Great Idea
Fair Idea
16. Will you recommend our firm to friends or relatives who have estate planning needs?
Yes
No
17. If you have decided not to retain our firm for your estate planning needs, please tell us why.
18. Do you have any comments to help us improve our seminars or services?





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