AdvicePay Showcase Automation Discovery Survey Question Title * 1. First name Question Title * 2. Last name Question Title * 3. Email Question Title * 4. What is your current AdvicePay plan? Essential Professional Enterprise I'm not sure I'm not a customer Question Title * 5. How many advisors offer financial planning at your firm? 1 advisor 2-10 advisors 10-20 advisors 21+ advisors I'm not sure Question Title * 6. What type of apps are you interested in connecting with AdvicePay to create automation? Check all that apply. A financial planning platform (Right Capital, Moneytree, etc) A CRM (Redtail, Advyzon, etc) An accounting platform (Quickbooks, Xero, etc) A meeting scheduling tool (Calendly, Acuity, etc) A project management platform (Asana, Trello, etc) An email marketing platform (MailChimp,HubSpot, etc) Google Workspace (Gmail, Drive, Sheets, etc) Other (please specify) Question Title * 7. Briefly tell us what you would like to automate between AdvicePay and another app. Explain your desired workflow. Question Title * 8. How experienced are you with setting up and managing software integrations? I’ve never used integrations Beginner: I’ve tried a few basic integrations Intermediate: I’ve set up and managed integrations across tools Advanced: Dedicated integrations are too restrictive, just give me API access Other (please specify) Question Title * 9. How important are integrations for your workflows? Critical: We cannot operate efficiently without them Important: They would save us significant time or effort Nice to have: They’re not essential, but would be helpful Unnecessary: We don’t need integrations If you don’t consider integrations to be critical, what other areas of the AdvicePay platform are more important to you? Question Title * 10. Would you be willing to participate in other exploratory conversations about automation? Check all that apply. Surveys Video/phone call Usability/beta testing Question Title * 11. Anything else you’d like to share? Done