EPISODE · Apr 29, 2025 · 26 MIN
#176: What questions should I ask in an "end of service" questionnaire?
from Financial Coaches Network - The Podcast: Build your Financial Coaching Business · host Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain
Josh and Emily discuss how to collect feedback from clients at the end of your work together. Top takeaways: Have a plan for what to do with ALL the data you gather–don’t ask a question if there’s not something specific to do with that info. People who loved you or hated you are the most likely to fill the survey out. The shorter a survey is, the more likely it is that people will fill it out. You need to think about how to ask the question as much as what to ask. Consider getting an unbiased opinion on your questions so they’re less emotionally charged. Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow
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#176: What questions should I ask in an "end of service" questionnaire?
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