Export monthly reports from Survey Monkey

SECTION ONE: PROCESS OVERVIEW

TITLE: What are you calling this process?

> Export monthly reports from Survey Monkey

SUMMARY: A one-sentence description of the process.

>  At the beginning of each month, please make a report of clients feedback on our courses. The report will contain all feedback from the previous month (in August make the feedback for July).

WHY: Briefly explain why the process is important.

>

INTERVAL: How often does this process need to be complete?

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SECTION TWO: PROCESS EXECUTION

STEP #1

At the beginning of each month, please make a report of clients feedback on our courses. The report will contain all feedback from the previous month (in August make the feedback for July).

Please provide it in PDF.

The file name will be: YYYY-MM-client feedback (e.g. 2018-06-client feedback).

STEP #2

What to report?

1. Take our “What did we do wrong?” surveys from each product (people who didn't purchase).


2. Take our “How can we make it ever better?” surveys from each product (people who purchased).

• System Trading Unleashed


• Build Emini Breakout Strategies Fast


• Smashing False Breakouts


• Building Robust Trading Strategies


• Breakout Strategies Masterclass


• Trading Market Internals

STEP #3

Products

In the report please make sections by products - all answers for questions related to one product. After then please move on to another product.

The order will be following (start with the first product)

System Trading Unleashed

• What did we do wrong?


• How can we make it ever better? (3-4 questions)


• (and get all answers from both surveys)

Then move on to the next product: 'Build Emini Breakout Strategies Fast'

and make both surveys

etc..

STEP #4

Example

This is how the document should look like, please keep the same format:

https://drive.google.com/file/d/1HI6s995DL-QQyl84fthwd15ELgjIAn0A/view

STEP #5

Passwords

To access survey results, here are the links:

What did we do wrong?

How can we make it ever better? (just questions 1-3):

SECTION THREE: REPORTING

WHO: Who should be the outcome sent to?

>

WHAT: What are you expecting to see in the outcome?

>A  PDF file.

WHEN: When does the person reviewing the outcome want it?

> At the beginning of each month.

HOW: How should the outcome be delivered?

>