Enrollment Open

Program enrollment is now open!

Premium and Selected members should complete the Response Form to claim your 50 free survey sets including: surveys, cover letters, and envelopes. Submit your Options Order Form by January 10 to get $50 off and free shipping.

Virtual members can complete the Virtual Member Options Order Form to participate.

Materials ordered for 2025 enrollment will be shipped in late February of 2025. If you need more forms before then, please call us at 800-323-4219 and we’ll be happy to help.

What it Is

Reputation and performance matter. Selected’s Family Follow-Up Survey Program gives you meaningful feedback from families about their experience with your firm. By participating in the program, you can:

• Cement a positive relationship with families
• Learn first-hand from clients how well your staff is performing
• Identify operational strengths and weaknesses
• Fuel your reputation management efforts with real comments from satisfied clients
• Recognize staff for high achievements
• Know what corrective action is needed to improve your team’s performance

How it Works

By signing up, you will receive 50 free, customized survey sets, each including a survey form, postage-paid return envelope and cover letter. You distribute the forms. Families can complete the hardcopy or online survey. Completed surveys are documented and reported monthly on a private, secure online portal.

You can supplement the program to:

• Track by arrangers
• Purchase additional surveys
• Monitor all your locations

Want to Talk About It?

Contact Dan Beavers at 800-323-4219.