Aetas in the Workplace The Business Performance Solution ← Back to site
Stage 1 of the Workplace Performance Review

Initial Conversation Briefing

A short briefing before our first conversation. It helps us arrive prepared, focus the time on what matters to you, and avoid covering ground that is already obvious. Most people complete it in around ten minutes.

What happens next. Once submitted, you receive a confirmation email with a copy of your responses. Matthew will review them before your Initial Conversation and bring relevant context to the call. Nothing here is shared beyond the Aetas team.

01About you

What is your role in this conversation? *

02About the organisation

Where is the business based? *

Aetas in the Workplace currently operates with UK-based organisations only. We will still receive your submission and respond, but engagement may not be possible.

What you do, who for, and anything that defines the shape of the team.
03What has prompted this
A retention issue, a board agenda item, an article, a referral, a specific concern. The more candid you are, the more useful the conversation.
An honest answer, even if exploratory. There is no wrong response.
04Decision process and timing

How will a decision be made? *

What is the timescale you are working to? *

Date and what you need to bring back. Helps us shape the conversation around what you need.
05Your motivation

When you think about getting better return on your workforce, which lens resonates most for you? *

There is no right answer. This helps us frame the conversation in the language that fits.

06Current state

Is a workplace pension scheme in place?

Is other financial wellbeing support in place?

For example: salary advance, debt support, coaching, EAP.

When did you last review your benefits package?

07Investment appetite

If we identify a strong case, is your organisation in a position to invest in addressing it?

An honest answer helps us set the conversation at the right level.

07Context for the introduction
Whether you are exploring whether to introduce a client, building knowledge for your practice, or considering Aetas as a partner.
08Anything else
Optional. Constraints, sensitivities, recent events, prior experience with similar programmes.
Confidentiality. Information submitted via this form is used only by Aetas in the Workplace to prepare for your Initial Conversation. It is not shared with third parties. Submission does not constitute a commitment by either party to enter into a formal engagement. Aetas Wealth (a trading style of Insight Financial Associates Limited, FCA registration 458421) provides regulated financial advice separately; this form is for scoping purposes only.