Account Executive Questionnaire Name:(Required)Number of accounts currently managed:(Required)How would you describe your current workload?(Required)Please select...ManageableOverwhelmingDo you have capacity to take on additional accounts?(Required)Please select...YesNoIf yes, how many?(Required)Would you benefit from offloading any accounts?(Required)Please select...YesNoIf yes, why?(Required)What tasks or responsibilities take up most of your time? (drag/drop to put in order of most time to least time)AdminSellingAccount ManagementTravelOtherDo you have the tools, systems, and training needed to do your job effectively?(Required)Please select...YesNoIf no, please provide suggestions for improvement:(Required)If you had an extra hour or two each week, how would you use it?(Required)Please select...Complete mandatory & professional development trainingsOrganize work files/emailsLearn/practice/development ESI trainingsProspecting/Client ReferralsOther, please specifyOther, please specify:(Required)Anything else you would like to share?
