Client survey results
Client Satisfaction Rate
Very satisfied: 61% | Satisfied: 12% | Undecided: 6% | Dissatisfied: 4% | Very Dissatisfied: 7%Client Feedback
| Client CF* | ||||
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Financial Coach: Shane Rogers
Rated by client: Client Relationship Manager: Sam Collins
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied CF's Feedback: I feel like he is not listening to me when I explained my situation Suggestion: I would like to be assigned another Financial Coach | |||
| Client CF* | ||||
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Financial Coach: Shane Rogers
Rated by client: Client Relationship Manager: Sam Collins
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied CF's Feedback: I explained that I unable to pay to start my program this month. I am looking at having eye surgery and I have to pay for my consultation (Which I did not explain to him) I told him I will try my best to make a payment this month but I cant guarantee anything. Suggestion: Assign me to a different coach please. Someone who is not rude and make me feel like I am being pushed into something when I cant afford to pay this month, which is why I have set it for next month. | |||
| Client CF* | ||||
|
Financial Coach: Shane Rogers
Rated by client: Client Relationship Manager: Sam Collins
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied CF's Feedback: I explained that I unable to pay to start my program this month. I am looking at having eye surgery and I have to pay for my consultation (Which I did not explain to him) I told him I will try my best to make a payment this month but I cant guarantee anything. Suggestion: Assign me to a different coach please. Someone who is not rude and make me feel like I am being pushed into something when I cant afford to pay this month, which is why I have set it for next month. | |||
| Client CL* | ||||
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Financial Coach: Charles Johnson
Rated by client: Client Relationship Manager: Oscar Sanchez
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied CL's Feedback: Everything smooth and excellent Suggestion: none | |||
| Client BB* | ||||
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Financial Coach: Van Cliburn
Rated by client: Client Relationship Manager: Kevin Anderson
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied BB's Feedback: Van answered all of my questions Suggestion: None at the present time | |||
| Client BB* | ||||
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Financial Coach: Van Cliburn
Rated by client: Client Relationship Manager: Kevin Anderson
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied BB's Feedback: Van was excellent. He took the time and went over everything with me and answered all of my questions. Suggestion: None right now | |||
| Client BB* | ||||
|
Financial Coach: Van Cliburn
Rated by client: Client Relationship Manager: Kevin Anderson
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied BB's Feedback: Van was excellent. He took the time and went over everything with me and answered all of my questions. Suggestion: None | |||
| Client BB* | ||||
|
Financial Coach: Van Cliburn
Rated by client: Client Relationship Manager: Kevin Anderson
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied BB's Feedback: Van was excellent. He took the time and went over everything with me and answered all of my questions. Suggestion: None | |||
| Client TN* | ||||
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Financial Coach: Vincent Jackson
Rated by client: Client Relationship Manager: Nita Baker
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied TN's Feedback: Mr Vincent is great in guiding me to complete the documentation so I can start on the program. Suggestion: None as of now | |||
| Client TN* | ||||
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Financial Coach: Vincent Jackson
Rated by client: Client Relationship Manager: Nita Baker
Rated by client: Preferred Contact Medium: Overall Satisfaction Level: Very Satisfied TN's Feedback: Mr Vincent is great in guiding me to complete the documentation so I can start on the program. Suggestion: None as of now | |||
Last Updated on: Tue, 8 Aug 2017
