Online screening questionnaire – B2B Personas

"*" indicates required fields

Step 1 of 31

Thanks!

Before we begin, I would like to assure you that your personal information will always be handled confidentially. We will not make your personal information available to anyone without your knowledge and consent. It will be used solely for research and quality control, and no sales call will result from this interview. You have the right to access, withdraw your consent to use and object to the processing of your personal data. For further information about your legal rights and how to exercise these, please see the Privacy Notice on our client’s website and at https://www.ipsos.com/en/ipsos-privacy-notice

The Ipsos Privacy Notice is available on their website. I can email it to you, and it will be available to request at any time during or after the research.

Can we proceed based on the above?*

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ 1a) What is your working status?*

a) Full-time

b) Part-time

c) Non-working

d) Homemaker

e) Student

f) Retired

Please select one option: SINGLE CODE

SQ 1b) We are looking for people who work in certain occupations. Can you please tell me if you or any member of your household, relatives or close friends work in any of these professions or industries?*

a) Marketing

b) Journalism

c) Market Research

d) Public Relations

e) None of these

Please select one or more options: MULTICODE

SQ 2a) And of the following sectors, which one do you work in?*

a) Consumer

b) Retail

c) Leisure

d) Infrastructure

e) Government

f) Healthcare

g) Financial Services

h) Technology

i) Media

j) Telecoms

k) Energy

l) Natural Resources

m) Mining

n) Professional Service

o) Supply Chain

p) Transportation

q) Construction

r) Automotive

s) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 2b) In which country is your office based?

Please describe above

SQ 2c) In which country do you personally work?

Please describe above

SQ 3) Could you please let me know your job title?**

a) CEO (Chief Executive Officer)

b) COO (Chief Operations Officer)

c) CFO (Chief Finance Officer)

d) CTO (Chief Tax Officer)

e) C(I/T)O (Chief Information/Technology Officer)

f) CSO (Chief Strategy Officer)

g) General Counsel

h) Head of Legal

i) Head of Tax

j) Audit Committee Chair / Audit Committee

k) Other (please describe below)

Please select one option: SINGLE CODE

Please describe below*

SQ 4ai) Can you please tell me the primary function you work in, have a specialism in, or have a good understanding of within your company?*

a) Tax

b) Advisory

c) Legal

d) Audit

e) Transformation

f) Research & Development

g) Stakeholder Communication / PR

h) Compliance / Risk Management

i) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 4aii) Can you please tell me one or two OTHER functions you work in, have a specialism in, or have a good understanding of within your company?*

a) Tax

b) Advisory

c) Legal

d) Audit

e) Transformation

f) Research & Development

g) Stakeholder Communication / PR

h) Compliance / Risk Management

i) Other (please describe below)

Please select one or more options: MULTICODE

Pease describe below*

SQ 4b) Can you please tell which of the following companies you CURRENTLY use for Audit, Tax, Advisory or Legal services?*

a) Deloitte

b) EY

c) KPMG

d) PwC

e) Other

Please select one or more options: MULTICODE

SQ 4c) And which of the following companies have you used for Audit, Tax, Advisory or Legal services in the PAST?*

a) Deloitte

b) EY

c) KPMG

d) PwC

e) Other

Please select one or more options: MULTICODE

SQ 4d) Who has direct communication with the Audit, Tax, Advisory or Legal services work your company conducts with?*

	Myself only	Myself and others	Others	We don’t use this company
a) Deloitte
b) EY
c) KPMG
d) PwC
e) Other

SQ 5a) Of the following, which type of company do you work for?*

a) Sole enterprise

b) Family-owned

c) SME

d) Private Equity-backed

e) Venture Capital-backed

f) High growth

g) Public Limited (Plc)

h) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 5b) And of the following, can you please tell me the number of employees in the company you work in, including yourself?*

a) 1

b) 2 - 4

c) 5 - 9

d) 10 - 49

e) 50 - 99

f) 100 - 499

g) 500 - 999

h) 1,000 - 2,499

i) 2,500 - 4,999

j) 5,000 - 7,499

k) 7,500+

Please select one option: SINGLE CODE

TECH QUESTIONS

Thank-you:

SQ6a) On a scale of 1 to 5 where 1 is not at all confident and 5 is very confident, how confident are you using video conferencing tools like MS Teams/Zoom?*

1) Not at all confident

2) Not very confident

3) Neither confident nor underconfident

4) Fairly confident

5) Very Confident

Please select one option: SINGLE CODE

SQ6b) Which of the following do you have and use regularly?*

a) Smartphone

b) Tablet

c) Laptop Computer

d) Desktop computer

e) None of these

Please select one or more options: MULTICODE

SQ6c) Does your desktop/ laptop have the following?*

a) Latest browser update

b) A built-in / external camera

c) A built-in / external microphone

Please select one or more options: MULTICODE

SQ6d) Do you have a steady, strong internet connection at home or at work?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ6e) You will need to be in a quiet environment during the course of the session where you will not be interrupted. Will you be able to do this?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ6f) The nature of video conferencing means that others on the call will be able to see you and hear you. This will include the researcher and any end client observing. Do you give your consent for this?*

a) Yes

b) No

Please select one option: SINGLE CODE

Thank you. If you are selected, you will not be asked to reveal any confidential or market-sensitive information. No salesperson from our client would contact you because of your participation. However, acceptance to participate is on the condition that you would be happy with standard GDPR, Consent & Recontact ‘permissions’.

Please advise here to indicate your acceptance of these conditions.

GDPR, CONSENT & RECONTACT

SQ 7a) You understand that the interview will take place online on the Discuss.io platform and that any potential observers from the client company may be present and view the interview. By nature of taking part in the research, you are visible to the researcher/client.*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

SQ 7b) If invited to take part in the research, clients may be observing remotely. Do you accept this?*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

SQ 7c) You agree that my data will be stored securely for up to 12 months, for the purpose of this project only. After this time has passed, my data will be electronically shredded by Ipsos and any platform/providers.*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

SQ 7d) If invited to take part, you will be audio-recorded during the research, and this will be shared with the client sponsoring this research. You will be asked to sign a specific agreement explaining this. The recordings will NOT be used for any external marketing purposes, and your full name and any contact details will be excluded and anonymised. As above, Ipsos UK would electronically shred any recordings and any platform providers 6 months after the research has been completed. Do you accept this?*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

SQ 7e) If invited to take part, you will be video recorded during the research. You will be asked to sign a specific agreement explaining this, and the recordings will NOT be used for any external marketing purposes. As above, Ipsos UK would electronically shred any recordings and any platform providers, 12 months after the research has been completed. Do you accept this?*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

SQ 7f) If invited to take part, a transcript of your interview would be shared with the client sponsoring this research. This transcript would be anonymised and used for internal research purposes only. Your name and that of your business would not be included in those transcripts. Do you accept this?*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

SQ 7g) To enrich the reports that we write, we frequently add quotations from participants. Do you agree to anonymised written quotations in the report and transcripts?*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

SQ 7h) Quotations from this research may be used in the media. These will be anonymised and not attributed to you. Do you accept this?*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

SQ 7i) RE-CONTACTING - Ipsos may want to contact you about this SPECIFIC PIECE OF research after THE RESEARCH EVENT, which would BE WITHIN THE NEXT 12 MONTHS. Do you accept?*

a) Yes, I accept this

b) No, I do not accept this

Please select one option: SINGLE CODE

APPOINTMENT

Thank-you. Could you suggest two or three times in the next few days when it's mutually convenient for us to speak for 60 minutes?*

Earliest Date and Time*

Next Date and Time (if available)

Thank-you - I would be grateful if you could confirm a few final details:

Your Name*

Your exact Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link