Save time with preset questionnaires in Claritalk
Good preparation is often half the battle. This is especially true for meetings and conversations with clients or colleagues. To help you with this, Claritalk now offers the ability to set up predefined questionnaires centrally for your organization. That way, you no longer have to invent these yourself or list them over and over again; you set them up once and can use them anytime after that.
How does it work?
Setting up questionnaires is very easy:
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Click on your name in the upper right corner.
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Ga naar <<Mijn instellingen>>.
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Open <<Vergaderinstellingen>>.
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Add the questions you want to use there.
From then on, the questionnaires are available to the entire organization. So everyone can use them immediately in their conversations.
Types of questionnaires
We have already prepared a series of ready-made lists that you can download and set up in Claritalk. These lists are based on common conversation types:
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Introductions - ideal for first meetings.
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Balance sheet review - to go over the financial situation in a structured way.
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Advisory / Strategic Consultation - for in-depth, forward-looking conversations.
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Audit or control interview - to streamline internal and external controls.
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Financial statement meeting - to clearly discuss annual results.
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Tax Conversations - so you are prepared and complete in tax discussions.
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Ad-hoc or operational call - 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 again.
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Available to all: the lists immediately apply to the entire organization.
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Time savings: no more spending precious time thinking up questions.
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Professionalism: every meeting starts structured and complete.
With this new feature, Claritalk gets the most out of your meetings. Download preset questionnaires today, set them up, and experience how easy structured meetings can be!
Download Introduction interview
Download Financial statement discussion
Download Tax reviews
Download Balance sheet discussion
Download Audit or control interview
Download Advisory call: strategic consultation
Download Ad hoc or operational conversation