Pre-call questionnaire

This questionnaire has been designed to collect preliminary information about you, your role, your organisation and any relevant colleagues. By asking for this upfront, we can maximise our time on the Kickoff Call. This means more time getting you up to speed on what to expect during the Onboarding process, learning about your organisation and showing you how Mosaiq can help! Thanks in advance for taking the time to complete the requested information, and we look forward to reviewing it together on the Kickoff Call.

We recommend working on the responses to the 4 goal based questions (larger boxes) in a separate document, then copy and paste into the form.

After you have completed the questionnaire, be sure to check that you have already activated your Mosaiq account and booked in a time for your Kickoff Call with us. Thank you.

First name*

Last name*

Email*

Phone number*

Country*

Company name*

Organisation type*

Your role*

Your job title*

Tell us about how you currently measure success*

This can be in regard to OTP, specific services, KPI’s or administrative time savings.

Goals and Objectives*

Based on the above measures, consider what you want to achieve going forward and how you think Mosaiq can help you achieve this.

Reporting Needs*

Note down any important reports that make up your day-to-day, and also note why these are important to you. Do you need to quantify funding? Do you need to report on a particular KPI? Does the wider team require specific data to justify service changes?

Areas of Improvement*

Review & consider up to three areas of improvement. This can include any of the points you have identified above.

Tell us about your team

Please list all relevant key colleagues (including job titles & email addresses) who should be included on the kick-off call.

Please invite the two most relevant colleagues to join the session, however, where it makes sense to do so, please feel free to include up to five colleagues.

Colleague 1 information*

Colleague 1 – First name*

Colleague 1 – Last name*

Colleague 1 – Email*

Colleague 1 – Job role*

Colleague 1 – Job title*

Colleague 2 information*

Colleague 2 – First name*

Colleague 2 – Last name*

Colleague 2 – Email*

Colleague 2 – Job role*

Colleague 2 – Job title*

Colleague 3 information (optional)

Colleague 3 – First name

Colleague 3 – Last name

Colleague 3 – Email

Colleague 3 – Job role

Colleague 3 – Job title

Colleague 4 information (optional)

Colleague 4 – First name

Colleague 4 – Last name

Colleague 4 – Email

Colleague 4 – Job role

Colleague 4 – Job title

Colleague 5 information (optional)

Colleague 5 – First name

Colleague 5 – Last name

Colleague 5 – Email

Colleague 5 – Job role

Colleague 5 – Job title