Prospect Needs and Interest Form

Which best describes your position in your organisation?

Choose one from a list:

• Executive
• Manager
• Specialist
• Staff member
• Other

Please describe your position.

Asked only when q_role.outcome == 5

Open answer

How long have you held this position?

Choose one:

• Less than 1 year
• 1 to under 3 years
• 3 to 5 years
• More than 5 years

In which sector does your organisation mainly work?

Choose one from a list:

• Manufacturing
• Retail and wholesale
• Information technology
• Finance and insurance
• Healthcare
• Education
• Professional services
• Public sector
• Non-profit
• Other

Please name your sector.

Asked only when q_industry.outcome == 10

Open answer

Which obstacles are you dealing with at the moment? Select all that apply.

Choose any that apply:

• Limited budget
• Allocating resources
• Meeting deadlines
• Integrating technology
• Training staff
• Other

What other obstacle are you dealing with?

Asked only when q_challenges.outcome is not None and q_challenges.outcome & 32 > 0

Open answer

How important is each of these to your everyday work?

• Time management
• Teamwork
• Tools and technology
• Communicating with clients

For each row: choose one:

• Very unimportant
• Unimportant
• Neutral
• Important
• Very important

How often does your work call for new tools or updates to existing ones?

Choose one:

• Never
• Rarely
• Sometimes
• Often
• Always

On a scale from 1 (very dissatisfied) to 10 (very satisfied), how satisfied are you with each of the following?

• Customer support
• Product reliability
• Pricing
• Ease of use

For each row: choose one:

• 1
• 2
• 3
• 4
• 5
• 6
• 7
• 8
• 9
• 10

How likely is it that you would suggest our services to a colleague or friend?

A number from 0 to 10

What could we change to serve you better?

Open answer

Are there features or services you would like us to add?

Open answer

Would you be willing to take part in a short follow-up conversation?

Choose one:

• Yes
• No

How would you prefer us to get in touch?

Asked only when q_interview_willing.outcome == 1

Choose one:

• Email
• Phone
• Video call

Please leave your contact details and the days or times that suit you best.

Asked only when q_interview_willing.outcome == 1

Open answer