Online Assessment Request Please provide the following information for the assessment you wish to create. Assessment Questionnaire Name * Email * Company Name * Company Website * Which assessments would you like to create? * Switcher Assessment The Advisory Conversation Starter (TACS) Do you have a CRM system you would like to us to connect your assessment to? * Yes No, or not right now Which CRM system do you use? Switcher Assessment Do you require custom branding? Yes (additional investment £499) No Do you have branding guidelines Yes and I'll upload here No, please look at my website instead Please upload any branding guidelines here: Drop a file here or click to upload Choose File Maximum file size: 31.46MB Do you require video editing? Yes (additional investment £499) No How would you like to produce your result videos? Please use a male actor Please use a female actor I would like to record these videos from the script By default, the call to action simply mentions that your team will be in touch with them. Would you like to also provide a calendar link (e.g. Calendly) that clients can use to proactively book in a time slot? No thanks, we'll just follow up with them manually Yes please also offer a calendar link What is you calendar link (e.g. Calendly, Hubspot calendar etc) to book an initial call with you? The Advisory Conversation Starter (TACS) Which of the following ADVISORY/FUTURE GROWTH based services do you offer? Tick all that apply. Financial Forecasting Business Planning Goal Setting Management Accounts R&D Finance Options Do you have any additional services that are not listed above, which you would like to add? Yes No, not right now Please list the additional services, and which category the belong to? (Compliance or Advisory) By default, the call to action simply mentions that your team will be in touch with them. Would you like to also provide a calendar link (e.g. Calendly) that clients can use to proactively book in a time slot? No thanks, we'll just follow up with them manually Yes please also offer a calendar link What is you calendar link (e.g. Calendly, Hubspot calendar etc) to book an initial call with you? Captcha If you are human, leave this field blank. Submit
