Online screening questionnaire (Dealers JCAB)

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Step 1 of 22

Thanks!

Just before we start, I would like to reassure you that any information you provide us with will be treated as confidential, and we will always hold the information you give securely, and delete it when no longer needed. Neither your name, nor the name of your organisation will be revealed to our client.

We conduct all studies in accordance with the UK Market Research Society Code of Conduct and, if you no longer wish to take part in the research, you can tell your interviewer at any time, and we will stop our conversation.

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) First, could you tell me which of the following best describes your current employment status?*

a) Employed full-time at a company that someone else owns (30+ hours per week)

b) Employed part-time (less than 30 hours per week)

c) Full-time student (students with a job should select this option)

d) Self-employed / Business Owner / Freelancer

e) Stay-at-home parent / Unemployed / Retired

f) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 1b) And do you, or any member of your family or close friends, work or have you worked in, any of the following occupations?*

a) Public Relations

b) Advertising

c) Media

d) Market Research

e) Journalism

f) More than one of these

g) Refused to answer

h) None of these

Please select one or more options: MULTICODE

SQ 2) How would you describe your role within your organisation?*

a) An individual contributor

b) Manager

c) Director

d) VP/SVP/EVP

e) C-Level

f) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 3) And which of the following best describes the department you work in within your organisation?*

a) Accounting

b) Customer Service and Support

c) Customer Success/Education/Experience

d) Design

e) Engineering

f) Finance

g) Human Resources

h) Information Security

i) Information Technology

j) Learning and Development

k) Marketing

l) Operations

m) Product

n) Risk

o) Sales

p) Supply Chain

q) Transportation/Logistics

r) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 4) What is your company’s approximate annual revenue?*

a) Less than $10 million

b) $10 million to $49 million

c) $50 million to $99 million

d) $100 million to $249 million

e) $250 million to $499 million

f) $500 million to $999 million

g) $1 billion or more

Please select one option: SINGLE CODE

Please describe below*

SQ 5) How would you describe your company’s offerings?*

a) Only software/services

b) Mostly software/services, some equipment

c) Even split between software/services and equipment

d) Mostly equipment, some software/services

e) Only equipment

f) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 5a) In the previous question, you said that your company offers some software / service and/or equipment. Please describe what this is used for, and what your customers are trying to achieve with them.*

Please describe above

SQ 5bi) What does the software do?*

Please describe above

SQ 5bii) What are your customers trying to achieve with the software?*

Please describe above

SQ 6) In your previous answer / s, you said that your company offers some software / service and/or equipment. Which of the following statements best describes your company’s business regarding the equipment and/or physical products? Select all that apply.*

a) We manufacture and sell our own products

b) We sell/distribute our own products to retailers/partners

c) We sell our own products directly to customers

d) We distribute third-party products to retailers/partners

e) We sell third-party products directly to customers

f) Other

Please select one or more options: MULTICODE

Please describe below*

Please describe above

SQ 7) How would you describe your company’s industry?*

a) Agriculture, Construction, and Mining Machinery

b) Advertising/Marketing

c) Airlines, Aerospace and Defense

d) Automotive

e) Construction/Contracting

f) Creative and/or Performing Arts

g) Design

h) Durable Medical Equipment

i) Engineering

j) Entertainment, Leisure, and Travel

k) Finance and Financial Services

l) Food and Beverage

m) Government and Public Safety

n) Health Care Services and Facilities

o) Health Care Supplies (e.g., antiseptic solution, bandages, syringes etc).

p) Hospitality

q) Industrial Manufacturing

r) Insurance

s) Legal

t) Medical Devices and Biotech

u) Real Estate

v) Retail and Consumer Durables

w) Networking and IT

x) Technology (Hardware)

y) Transportation

z) Other

Please select one option: SINGLE CODE

Please describe below*

SQ 8) Which eCommerce platform does your company primarily use to sell products online?*

a) Amazon Marketplace

b) BigCommerce

c) Magento

d) Shift4Shop

e) Shopify

f) Squarespace

g) WooCommerce

i) We don't sell products online

j) Other

Please select one or more options: MULTICODE

Please describe below

SQ 9) In your role at your company, how important is it for you get customers to realize value from your products so that you can retain them and increase revenue?*

a) Not at all important

b) Somewhat important

c) Important

d) Very Important

e) Extremely important

Please select one option: SINGLECODE

SQ 10) In your role at your company, how involved are you and your team in the following activities?*

	Not Involved	Not Involved	Somewhat Involved	Involved	Very Involved	Extremely Involved
a) Building and growing customer and account relationships
b) Ensuring customer education satisfies customers’ needs
c) Ensuring the products are manufactured with the high quality
d) Developing and implementing marketing strategies
e) Ensuring third-party distributors are educated on your product
f) Ensuring compliance with regulatory requirements (e.g., HIPAA, FDA, etc.)
g) Ensuring customer accounts are retained and expanded

Single “click” for each row: One “Click” per row

SQ 11) And what role(s) do you play in purchase decisions regarding customer education tools and services?*

	I have no visibility into or responsibility for this	I have visibility into this but no responsibility for it getting done	I share responsibility for this with at least one other person	I am solely responsible for this
a) Make the business case for a new tool
b) Request or approve budget for the purchase of a new tool
c) Find tools to evaluate
d) Solicit bids/RFPs
e) Give input on a tool’s usability or effectiveness
f) Evaluate bids/proposals
g) Evaluate potential purchases against available budget
h) Approve purchase decisions

Single “click” for each row: One “Click” per row

SQ 12) Please could you briefly describe one of the most common challenges that you face when trying to get customers to realize value from your products at just the right time to retain customers and increase revenue.*

Please describe above

SQ 13) And what is the “value” that your customers are trying to get out of your product?*

Please describe above

SQ 14) And finally, what is the primary metric or set of metrics that matters most to you when trying to assess how successfully you’re getting customers to realize value from your products at just the right time to retain them and increase revenue?*

Please describe above

CONSENT

Thank-you - we would like to consider inviting you to take part in this research which consists of a 1-hour interview via Zoom which will help us understand the goals and priorities of executives responsible for customer education, customer success, net revenue retention and how well various prototypes we present them satisfy their unmet needs.

SQ 15a) Are you happy to take part in the interview as described?*

a) Yes

b) No

Please select one option: SINGLE CODE

Thanks - we will be interviewing from Monday 10th February onward - could you advise of two or three suitable interview times (preferably 15, 30, 45 mins or on the hour), so that we can speak for up to 60 minutes when it’s mutually convenient.*

Earliest Date and Time*

Next Date and Time (if available)

SQ 15b) Thank-you, I would be grateful if you could confirm a few final details:

Your Name*

Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link