Rick Telberg || CPA Trendlines
How Do You Stay Connected?

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Name::
Email::
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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.)
Less than 1 hour per week.
1 to 10 hours per week.
11 to 20 hours per week.
21 to 30 hours per week.
31 to 40 hours per week.
More than 40 hours per week.
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In general, HOW IMPORTANT is it to be able to work Out-of-Office? (Please check one.)
1. Very Important
2. Important
3. Somewhat Important
4. Not At All Important
Not Sure/Don’t Know
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How strongly do you AGREE or DISAGREE with these statements? "Being able to work Out-of-Office...
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AGREE STRONGLY		2
AGREE SOMEWHAT		3
NEITHER / NEUTRAL		4
DISAGREE SOMEWHAT		5
DISAGREE STRONGLY
…Increases personal productivity."
…Improves client service/satisfaction."
…Increases billable hours."
…Improves communication/coordination with colleagues."
…Enhances work/life balance."
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IN YOUR OWN WORDS... How does working Out-of-Office affect your practice or your life?
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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?
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CURRENT PRACTICE		2
PLAN for FUTURE		3
Neither
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.
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Other, please specify:
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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.)
Regular Cellphone
BlackBerry (RIM)
iPhone
iPAQ (Hewlett Packard)
Motorola Q
Treo (Palm or Windows OS)
Other, please specify
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HOW LIKELY are you TO RECOMMEND your current cellphone or smartphone to a friend or colleague?
HIGHLY LIKELY===>===>===>===>===>===>===>===>NOT LIKELY
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WHY did you give that rating?
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When considering a SMARTPHONE/MULTIFUNCTION DEVICE, which CRITERIA would you deem IMPORTANT? (Check all that apply.)
Integration with existing office email and applications.
Security/Client privacy.
Ease of management.
Cost of ownership.
Customer support.
Can grow with the business (scalable).
Appearance/size of device.
Broad range of functions (phone, email, file and document retrieval, internet access, etc.)
Real-time, instant email delivery ('Push-based')
Long battery life
Durability (takes hard knocks)
Other, please specify:
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IF YOU COULD MAKE A WISH... WHAT WOULD YOU CHANGE to improve your Out-of-Office experience?
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PLEASE TELL US SOMETHING ABOUT YOURSELF.... In what type of business do you work?
Public accounting
Business or Industry
Government
Not-for-profit
Education
Vendor/Service-Provider to the Profession
Other, please specify:
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How many people work in your office or location?
1 to 10
11 to 50
51 to 100
101 to 500
More than 500
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Which best describes your position?
Managing Partner/CEO/COO/Sole Prop.
Senior Executive/Partner/CFO/Controller
Senior Staff/General Management
Mid-Level Staff/Internal Audit
Junior Staff/Support
Other, Please Specify
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OPTIONAL: Can we quote you? Thanks!
Name:
Title:
Firm/Company:
City, State:
Phone: