Engagement Team Meeting

An illustration of a team meeting in a modern office setting, with members discussing performance metrics and tax season planning, featuring charts and statistics in the background.

Engagement Team Meeting Quiz

Test your knowledge and skills with our Engagement Team Meeting Quiz! This quiz is designed for team members to assess their understanding of key performance metrics and operational insights related to our tax season activities.

  • Understand recent performance trends
  • Evaluate product attachment rates
  • Predict upcoming return volumes
11 Questions3 MinutesCreated by AnalyzingData527
How many Assisted Returns have you completed since 4/7?
When is a DIY unit counted?
Paid/Transacted
Submit to the IRS
Accepted by IRS
Return is finished
What product has the highest attachment rate to a return?
Emerald Card
Spruce
Tax Identity Shield
Peace of Mind
Refund transfer
Who has the highest Intent to Return Scores?
What market is seeing the best YoY performance for this season?
East
Central
West
BA
Franchise
What is the difference between the # of scheduled appoints we have through 4/14 and the clients we need to hit plan?
What form or schedule is most common and drives a majority of Small Biz returns?
Now that we are catching PY performance, how do we feel about hitting Tax Season return targets?
What are some forward looking metrics we can look at to predict return volumes the next 10 days?
How many active Spruce users do we have?
What usage category have the highest transactions for Spruce?
Adjustments
Fees
Money In
Money Out
Transfers
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