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Hello:
You are invited to participate in our SBD survey. The purpose of this survey is to determine if the role of your Support Person is meeting your needs. It will take approximately 15 minutes to complete the questionnaire.

Your survey responses will be strictly confidential and data from this survey will be reported only in the aggretate. If you have questions at any time about the survey or the procedures, you may contact Diana Roberts at 877.408.4711 or by email at [email protected].

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
 
What do you consider this role's Job Duties to be on a transaction level? Once the prospect becomes a client, how long do you expect your support person to handle all transactions (i.e., how soon can we begin assigning opportunities/leads to other members of the team to fulfill)?
   
 
 
 
What do you consider this role's Job Duties to be on a sales Level?
 
Going on sales calls in person?
 
Attending telephone meetings?
 
Other
 

 
 
 
What do you consider this role's Administrative Job Duties to be?
   
 
 
 
What do you consider this role's Account Management Job Duties to be?
   
 
 
 
What do you see as the highest value of this role?
   
 
 
 
What account and/or transaction information is important to track for you? How often do you require this information?
   
 
 
 
What information do you NOT currently get that you would like to have?
   
 
 
 
In which areas, if any, do you see a need for additional training for your Support Person?
   
 
CORT SBD Survey September 2011
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