Enter the email address where the completed questionnaire should be returned. This will be built into the client's personalized link.
When the client clicks Email to Agent, the email draft will be addressed to the email you enter above. The client will still need to attach the downloaded questionnaire file.
TEST: This generator does not send an email itself. The questionnaire must be hosted at a public HTTPS address before the link can be sent to a client. You can test the link locally in a browser.
Monthly Cash Flow Information
Please enter your approximate monthly amounts for the items that apply to your household. If an expense is annual, divide it by 12. Leave an item blank if it does not apply. The 0 shown in each box is only a placeholder.
This questionnaire is for information gathering only. No totals, analysis or recommendations are shown.
TEST VERSION: This page is not connected to GHL or the Planning Tool. Clicking Email to Agent downloads a file and opens your email app; you must attach the downloaded file yourself. Use fictional information while testing.
Your questionnaire file is ready
Your completed cash flow file has been downloaded. An email draft should open in your email application with your agent's address and the subject filled in.
Find the downloaded file named Limitless_Cash_Flow_Completed.json in your Downloads folder.
In the email draft, choose Attach file (paperclip icon) and select that downloaded file.
Check that the file appears as an attachment, then click Send.
Important: The file cannot be attached automatically by this website. If no email window opens, use the button below to try again. Your answers remain on this page until you close or clear it.
Agent email address
Enter the email address of the Limitless agent who sent you this questionnaire. If the agent provided a personalized link, this step will be skipped.