Enzumo Consulting

Client Discovery Questionnaire

Help us understand your practice so we can tailor the right consulting solution for you. Takes about 5 minutes.

Step 1 0% complete

Tech stack

Tech advisory

What advice software do you currently use?

What other tools do you currently use? CRM, document management, portfolio tools, communications, back office

How satisfied are you with your current tech stack?

Generally happy Some gaps or frustrations Actively looking to change Hasn't been reviewed

Are there any tools you're considering adding or replacing? Optional — any tools on your radar or recently trialled

Processes

Process consulting

Which area of your workflow are you looking for advice on? Select all that apply — or choose "Overall processes" if you'd like a full review

Client onboarding Fact find SOA / ROA production Review meetings Compliance sign-off Task & workflow management Overall processes (full review)

Do you have documented workflows / SOPs?

How long does it typically take to produce an SOA?

How do you currently manage workflow and tasks?

How is support staffing structured at your practice? Helps us understand your capacity and bottlenecks

Where does your advice process slow down or cause frustration? e.g. onboarding, fact find, SOA production, reviews, compliance sign-off

Data health

Data management

How confident are you in your client data quality?

Have you recently migrated platforms or merged with another practice?

Do you have any known data issues? Select all that apply

Duplicate records Incomplete client profiles Inconsistent data entry Stale / outdated info No known issues

What can't you currently report on that you wish you could? e.g. pipeline, FDS tracking, client segmentation, revenue by adviser

Review your responses

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Please review your answers before submitting. The Enzumo team will be in touch within 1–2 business days.

Your responses

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The Enzumo team will review your responses and reach out within 1–2 business days to discuss next steps.