# Adviser questionnaire and CRM mapping template

Amotions AI · https://amotionsinc.com/real-time-ai-questionnaires-for-financial-advisers
Updated November 1, 2026. Illustrative planning template: replace every example with your firm's approved process. This is not investment advice, a compliance checklist, a Salesforce import file or a promise of custom-field automation.

## Walkthrough brief

- Firm / process owner:
- Adviser count and proposed pilot group:
- Calling platform and computer setup:
- Meeting type and approved questionnaire version:
- Salesforce administrator:
- Existing recording / transcription workflow:
- Required consent, access and retention review:
- Desired outcome and pilot decision date:

## Map the questionnaire

Keep an untouched blank copy. Do not put client names, financial details or recordings in a public demo request. Duplicate the blank row for each item. Mark example rows as optional until your process owner approves them.

| Item ID | Approved question | Required / optional / conditional | Evidence needed to mark covered | Follow-up trigger | Proposed Salesforce object / field | Review owner | Missing / declined handling |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Example 1 | What would you like this meeting to help you clarify? | Example only | Client's goal in their own words | Goal mentioned without explanation | Task description today; confirm any desired custom field separately | Adviser | Keep open if unclear; do not infer |
| Example 2 | What timing are you considering, and how flexible is it? | Example only | Target timing and flexibility | Timing remains vague | Task description today; custom destination requires validation | Adviser | Record unknown or declined, not a guessed date |
| Example 3 | What next step should we agree? | Example only | Action and owner; date if agreed | Meeting is closing without agreement | Task summary / next actions; confirm record matching | Adviser | No invented appointment or commitment |
| Your item | | | | | | | |

## Salesforce scope

Current Amotions integration: org-admin OAuth, CRM sync and optional Task writeback after analysis. Validate which contact, lead, account or opportunity is matched. A Task summary does not mean each answer is written into a separate custom field. Financial Services Cloud object mapping, field types, permissions, overwrites, approval rules and failure handling require separate validation.

## Pilot review sheet

| Test conversation | Required items applicable | Items actually covered | Items still missing | False completion marks | Unnecessary reminders | Useful reminder before meeting ended | Correct record / output | Adviser review |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| Fictional baseline | | | | | | | | |
| Fictional paraphrase | | | | | | | | |
| Answer out of order | | | | | | | | |
| Declined answer | | | | | | | | |
| Conditional question not applicable | | | | | | | | |

Agree pass/fail criteria before the pilot. Compare similar meeting types using the same approved questionnaire. Review both missed reminders and distracting prompts; do not treat a completed checklist as compliant or suitable advice.

Next step: https://amotionsinc.com/pricing/contact?source=adviser-questionnaire-template