Rick Telberg || CPA Trendlines
How Do You Stay Connected?
1
WELCOME!

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2
HOW MUCH TIME do you spend working Out-of-Office?
(e.g.: remotely, at home, on weekends, evenings, with a client, commuting, or traveling, etc.)
(Please check one.)
3
In general, HOW IMPORTANT is it to be able to work Out-of-Office?
(Please check one.)
4
How strongly do you AGREE or DISAGREE with these statements?

"Being able to work Out-of-Office...
AGREE STRONGLYAGREE SOMEWHATNEITHER / NEUTRALDISAGREE SOMEWHATDISAGREE STRONGLY
…Increases personal productivity."
…Improves client service/satisfaction."
…Increases billable hours."
…Improves communication/coordination with colleagues."
…Enhances work/life balance."
5
IN YOUR OWN WORDS...

How does working Out-of-Office affect your practice or your life?
6
WHEN YOU WORK OUT-OF-OFFICE...

Which of these FUNCTIONS are you:
1. Already doing as CURRENT PRACTICE,
2. PLANNING for the FUTURE, or
3. NEITHER?
CURRENT PRACTICEPLAN for FUTURENeither
Get voicemail, make phone calls.
Get and send email.
Use the internet.
Access documents or files usually stored on the office computer or server.
Update office-based time & billing systems.
Manage CRM data/Update information about clients.
Access technical research and reference material.
7
Other, please specify:
8
MOBILE PRODUCTIVITY TOOLS...

With an increasing number of professionals adopting Smartphone Wireless Devices that perform advanced functions (such as email and remote file management), we'd like to ask: WHICH DO YOU USE?
(Please check only one.)
9
HOW LIKELY are you TO RECOMMEND your current cellphone or smartphone to a friend or colleague?
HIGHLY LIKELY===>===>===>===>===>===>===>===>NOT LIKELY
10
WHY did you give that rating?
11
When considering a SMARTPHONE/MULTIFUNCTION DEVICE, which CRITERIA would you deem IMPORTANT?
(Check all that apply.)
12
IF YOU COULD MAKE A WISH...

WHAT WOULD YOU CHANGE to improve your Out-of-Office experience?
13
PLEASE TELL US SOMETHING ABOUT YOURSELF....

In what type of business do you work?
14
How many people work in your office or location?
15
Which best describes your position?
16
OPTIONAL: Can we quote you? Thanks!
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