Post Meeting Surveys
1. When a meeting concludes the Advisor will be prompted with a post meeting survey
Purpose of the post meeting survey is to gather data for optimization
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_05_55-1024x485.png)
2. Note
Logo & Thank you font is dynamic
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_07_14-1024x484.png)
3. We ask the advisors to complete the report, but it is not required
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_08_24-1024x485.png)
4. Question 1: We’re you able to successfully connect with a customer
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_09_32-1024x482.png)
5. Question 2: We’re you satisfied with your meeting experience today?
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_10_55-1024x486.png)
6. Question 3: Was the lead hot or cold?
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_11_53-1024x486.png)
7. Question 4: Enter comments or concerns here
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_13_03-1024x485.png)
8. Click on Click Here to complete Full Customer Meeting Report Log.
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_14_26-1024x388.png)
9. This is the Customer Meeting Report – This is for you and your advisors
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_15_32-1024x485.png)
10. Type Customers “First Name”
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_17_04-1024x484.png)
11. Type Customers “Last Name”
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_18_13-1024x484.png)
12. Type “email”
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_19_23-1024x482.png)
13. Type “phone number”
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_20_22-1024x485.png)
14. Type “city”
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_21_27-1024x487.png)
15. Select State
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_22_30-1024x487.png)
16. Type “zip code”
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_23_35-1024x490.png)
17. The form will auto populate qualification based on your survey response
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_24_40-1024x484.png)
18. But you can change it if necessary
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_25_51-1024x488.png)
19. Type “meeting notes here”
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_26_59-1024x486.png)
20. Click on Save
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_28_03-1024x485.png)
21. Click on Reports
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_29_27-1024x482.png)
22. Click on See Data
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_30_28-1024x486.png)
23. Click on dialog
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_31_33-1024x486.png)
24. Click on Close
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_32_35-1024x487.png)
25. Click on Export to CSV
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_33_47-1024x482.png)
26. Click on Dashboard
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_35_09-1024x485.png)
27. Click on Unanswered Call
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_36_27-1024x486.png)
28. Click on Dashboard
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_37_37-1024x490.png)
29. Click on Breadcrumb
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_38_54-1024x485.png)
30. Click on Reports
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_40_26-1024x482.png)
31. Click on No Customer
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_41_36-1024x484.png)
32. Click on See Data
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_42_50-1024x483.png)
33. Click on dialog
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_44_00-1024x487.png)
34. Click on Close
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_45_24-1024x482.png)
35. Click on Reports
![](https://vidcalls.com/wp-content/uploads/2022/07/screenshot-www.notion.so-2022.07.25-18_46_24-1024x488.png)