Save Time with Pre-defined Questionnaires in Claritalk
Thorough preparation often accounts for half the success, especially concerning meetings and discussions with clients or colleagues. To facilitate this, Claritalk now provides the functionality to centrally configure pre-defined questionnaires for your organization. This means you no longer need to devise them yourself or repeatedly compile lists; you set them up once and can leverage them whenever needed.
How does it work?
Setting up questionnaires is very straightforward:
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Click on your name in the top right corner.
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Ga naar <<Mijn instellingen>>.
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Open <<Vergaderinstellingen>>.
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Add the questions you wish to use there.
From that moment, the questionnaires become available to the entire organization, allowing everyone to immediately utilize them in their discussions.
Types of Questionnaires
We have already compiled a series of ready-to-use lists that you can download and configure within Claritalk. These lists are structured around common discussion types:
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Introductory Meeting – ideal for initial encounters.
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Balance Sheet Review – for a structured examination of the financial situation.
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Consultation / Strategic Deliberation – for in-depth, future-oriented discussions.
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Audit or Control Meeting – to streamline internal and external controls.
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Annual Accounts Discussion – to clearly review annual results.
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Tax Discussions – ensuring you are prepared and comprehensive for fiscal conversations.
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Ad-hoc or Operational Discussion – useful for quick, practical consultation moments.
Benefits for Your Organization
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One-time Setup: Once saved, you never have to recreate the lists.
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Available to Everyone: The lists apply immediately to the entire organization.
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Time Savings: Eliminate valuable time spent on formulating questions.
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Professionalism: Every meeting begins in a structured and comprehensive manner.
With this new feature, Claritalk maximizes the potential of your meetings. Download the pre-defined questionnaires today, configure them, and experience how simple structured meetings can be!
Download Initial Consultation
Download Annual Financial Statement Discussion
Download Tax Discussions
Download Balance Sheet Discussion
Download Audit or Control Meeting
Download Advisory Meeting: Strategic Consultation
Download Ad-hoc or Operational Meeting