Scorecard Onboarding Questionnaire Scorecard setup outline Contact person nameFirm nameDo you have any branding elements (colours or logos) you’d like us to use?Please list any hex codes and upload logo filesFileMax. file size: 150 MB. What is the primary goal of your scorecard?eg. attract & nurture leads, assess needs of business, provide value for existing clientsWho is your target audience for this scorecard?What specific problem or challenge does this scorecard help your audience assess?eg. overall business health, poor cash flow management, need for better technology integration etcWhat categories would you like to use to score your users? These categories determine whether the user is moving towards the desired outcome. Choose up to five of the below or suggest your own in the field 'other categories' Cash Management People Technology and tools Profitability Operations and Processes Payroll Customer Satisfaction Compliance Innovation and Growth Financial Stability Other categoriesCall to action - Usually we would add a CTA to get in touch via the contact page on your website, but if you have an alternative preferred method of contact, let us knowIs there anything else you'd like to add?