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Screening questions for small business customer interviews

Copy the set for your kind of business and change the time bands to fit how often people buy

Question bank of screening questions for small business customer interviews, in sections for online shops, service businesses and local stores.
Copy the set for your kind of business and change the time bands to fit how often people buy

Nine screening questions small business owners can copy before customer interviews, grouped for online shops, service businesses and local stores. Each one asks about behaviour, like when someone last bought or how often, so you can let in only the group your decision needs: regulars, recent buyers, one-time buyers or lapsed customers. Give each question a full spread of answer options in time bands so no answer looks like the right one. Koji can ask these before the interview and turn away anyone who does not qualify.

Where this appears

What's in this question bank

Online shop

  1. When did you last order from us?
  2. How many times have you ordered from us?
  3. Who do you usually buy from us for: yourself, as a gift, or for a business?

Service business

  1. When was your last appointment or job with us?
  2. Which of these have you booked with us in the last year? (include one we don't offer)
  3. How did you book: online, by phone, or in person?

Local store

  1. How often do you shop with us?
  2. When did you last buy something here?
  3. Where else have you bought this kind of thing in the last three months?

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<a href="https://www.koji.so/visuals/small-business-screening-questions-by-business-type"><img src="https://www.koji.so/visuals/small-business-screening-questions-by-business-type/small-business-screening-questions-by-business-type.png" alt="Question bank of screening questions for small business customer interviews, in sections for online shops, service businesses and local stores." width="1080" height="1080" /></a>
<p>Source: <a href="https://www.koji.so/visuals/small-business-screening-questions-by-business-type">Screening questions for small business customer interviews</a>, Koji</p>