Hello Seven — Research Dashboard

Presentation

Research presentation covering the Hello Seven program model, client journey, community structure, and strategic observations. Built for sharing with the Hello Seven leadership team.

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Sample Surveys

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Community

Sample Hello Seven Discovery Survey

Annual community survey covering financial goals, income trajectory, barriers, coaching preferences, and lead capture. Designed for longitudinal tracking via email key across five audience segments.

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Existing Clients

Sample Client Check-In Survey

Longitudinal pulse survey for active clients tracking H-level progression, income, program engagement, satisfaction, renewal intent, and NPS. Designed for repeat deployment each program cycle.

Open survey

Inside the Hello Seven Experience

Sample Hello Seven Discovery Survey

Sample Client Check-In Survey