The document is a feedback survey requesting clients to evaluate the advisor's service and overall satisfaction. It includes specific aspects to rate, such as accessibility, communication, and professionalism, as well as open-ended questions for additional feedback. The survey also assesses the likelihood of recommending the advisor's services to others.

2. © Louise Mathias Page | 1
I value your feedback and would appreciate 2 to 3 minutes of your time to complete this survey.
1. Given the scope of the brief, how satisfied were you with my advice and service overall?
Very dissatisfied Very satisfied
1 2 3 4 5 6 7 8 9 10
☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐
2. Please rate the following aspects of my service:
Poor Excellent
N/A 1 2 3 4 5
I treated you as an important client ☐ ☐ ☐ ☐ ☐ ☐
I prepared thoroughly ☐ ☐ ☐ ☐ ☐ ☐
I was accessible to you ☐ ☐ ☐ ☐ ☐ ☐
I was easy to approach ☐ ☐ ☐ ☐ ☐ ☐
I provided you with sound advice on the best way to
achieve a successful outcome
☐ ☐ ☐ ☐ ☐ ☐
I kept you regularly updated on progress ☐ ☐ ☐ ☐ ☐ ☐
I appropriately managed your client’s expectations ☐ ☐ ☐ ☐ ☐ ☐
I engaged collaboratively with you ☐ ☐ ☐ ☐ ☐ ☐
I was transparent on fees and costs ☐ ☐ ☐ ☐ ☐ ☐
I translated complex issues into plain English ☐ ☐ ☐ ☐ ☐ ☐
I maintained a positive focus throughout the matter ☐ ☐ ☐ ☐ ☐ ☐
I was professional in my dealings with you ☐ ☐ ☐ ☐ ☐ ☐
I built a good rapport with your client ☐ ☐ ☐ ☐ ☐ ☐
I communicated clearly with you ☐ ☐ ☐ ☐ ☐ ☐
I returned your calls promptly, within one day ☐ ☐ ☐ ☐ ☐ ☐
I acknowledged your written correspondence
within two days
☐ ☐ ☐ ☐ ☐ ☐
I met time frames, as discussed and agreed ☐ ☐ ☐ ☐ ☐ ☐
I responded promptly when you raised issues or
concerns
☐ ☐ ☐ ☐ ☐ ☐

3. © Louise Mathias Page | 2
3. What did you like most about the way I handled your matter?
4. How could I have improved the way I handled your matter?
5. How likely are you to recommend my services to other solictors?
I will definitely recommend you ☐
Highly likely ☐
Somewhat likely ☐
I will not recommend you ☐
6. Is there any other feedback you would like to provide to me?
Thank you for your taking the time to provide feedback.
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