BrookHaven Integrated Wealth Strategies

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Legal Box Review

Thank you for helping us improve our process. Please complete the questions below and submit once complete.

Legal Delivery Box Feedback

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Name *

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Last

Email *

Shipping Box

Did the shipping box arrive damaged or dirty?Options: Yes, No

Please explain

Was the shipping box difficult to open?Options: Yes, No

Please explain

Are there any parts of the shipping box that could be improved?Options: Yes, No

Please explain

Legal Box

Did the legal box arrive damaged or dirty?Options: Yes, No

Please explain

When you first opened the box what was the first thing you noticed?

Did you notice a smell when you opened the box and/or moved around its contents?Options: Yes, No

Do you believe the smell was pleasant?Options: Yes, No

Please explain

Cover Letter

Do you believe the cover letter (i.e., letter on top of the leather folder) appears professional?Options: Yes, No

Please explain

After reading the cover letter do you believe it was professionally written?Options: Yes, No

Please explain

After reading the cover letter do you believe the instructions within the letter make sense?Options: Yes, No

Please explain

Do you believe the thickness of the paper is appropriate?Options: Yes, No

Please explain

Do you believe the color of the paper coordinates with the rest of the package?Options: Yes, No

Please explain

Are there any recommended changes you have for the cover letter?Options: Yes, No

Please explain

Leather Folder

Does the leather folder appear to be well made and professionally crafted?Options: Yes, No

Please explain

Is the logo on the leather folder too subtle in your opinion?Options: Yes, No

Please explain

Do you have any recommended changes specific to the leather folder?Options: Yes, No

Please explain

Beneficiary Instruction Cards

Do you believe the beneficiary cards appear professional?Options: Yes, No

Please explain

After reviewing the beneficiary cards, do you believe the instructions of the card are clear?Options: Yes, No

Please explain

Layout

Do you believe the layout of the box could be improved?Options: Yes, No

Please explain

What are your thoughts on the crinkle paper?Options: Nice touch, Could be improved upon

Please explain

Do you have any additional feedback that you believe would improve anything with the legal box?Options: Yes, No

Please explain

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