Agency growth survey
An adaptive survey that branches based on service type, asking targeted follow-ups about marketing, design, or development agency challenges.
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Personal finance audience profiler
Profile subscribers by financial situation, goals, and knowledge level to personalize money management education and recommendations.
Match financial education to each subscriber's situation
Explore the flow.
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Questions in this template:
You can tweak any of these questions after installation.
- 01
How would you describe your current financial situation?
- Living paycheck to paycheck
- Building emergency fund
- Saving regularly with some investments
- Financially secure and optimizing wealth
- 02
What's your biggest financial goal for the next 12 months?
- Get out of debt
- Save my first $10,000
- Start investing confidently
- Reach financial independence faster
- 03
What's your biggest challenge with money right now?
- Not earning enough income
- Can't control spending habits
- Don't understand investing
- Unsure how to optimize taxes/wealth
- 04
How would you rate your financial knowledge?
- Complete beginner
- Know the basics but need guidance
- Pretty knowledgeable but have gaps
- Advanced, looking for optimization
- 05
What's your current approximate annual income?
- Under $40,000
- $40,000 - $75,000
- $75,000 - $150,000
- Over $150,000
- 06
How do you prefer to learn about finance?
- Simple explanations and quick wins
- Detailed strategies with examples
- Interactive tools and calculators
- Personalized coaching and plans
- 07
What's your experience with investing?
- Never invested before
- Just started with basic index funds
- Moderate portfolio across assets
- Experienced investor
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