At the top of the screen you will see a green banner that says "Click Here To Fill Out Your Onboarding Questionnaire". Click the banner to begin the questionnaire.

Click Here To Fill Out Your Onboarding Questionnaire

Click "Continue" and follow the prompts to complete your onboarding questionnaire.

Leafplanner

Our onboarding questionnaire assists our concierge team in capturing more information that will guide us through our initial onboarding call. By following the prompts of the questionnaire, your responses will be populated into the appropriate Modules and Resources in your greater leafplanner.

How to Complete Your Onboarding Questionnaire