Short answer
What should a b2B & Trade Interviews checklist include?
B2B & Trade Interviews is a field service in which a trained team interviews with shop owners, distributors, dealers and business decision-makers. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report.
At a glance
- What this covers
- Every checklist point and its evidence rule
- Division
- Market research field work · Business Research
- Checklist points
- 5 standard checks
- Report outputs
- 4 deliverables
- Coverage
- Mumbai, Thane, Navi Mumbai, Panvel
- Read time
- 4 min
What you will learn
- Core checklist — 5 steps, in the order a field team works through them
- Evidence rules — 4 points you can lift straight into your own brief
- Turning the checklist into a field form — 5 steps, in the order a field team works through them
Core checklist
- Business type and size screened — photograph or record proof
- Decision-maker identified — photograph or record proof
- Appointment kept — photograph or record proof
- Questionnaire completed — photograph or record proof
- Business card or stamp where agreed — photograph or record proof
Evidence rules
- Every photo carries the job ID and location ID
- Wide shot for context plus close-up for detail
- Time and location stamp kept on the file
- Unclear or missing evidence triggers a revisit
Turning the checklist into a field form
- One question per line for each of the 5 points, with a fixed answer format
- A mandatory photograph against the points that decide the outcome, starting with business type and size screened
- A remarks box for anything the checklist does not cover
- An outcome code at the end of the form
- Job ID and location ID pre-filled rather than typed on site
When is a visit counted as complete?
A visit is complete only when every checklist item has an answer and the required evidence. Visits that could not be completed are marked inaccessible, with the reason, and sent to you for a revisit decision.
What you receive
- Interview data file
- Respondent business list
- Completion and refusal log
- Key quotes summary
What to share before the visits
- Research objective and target respondents
- Questionnaire or screener
- Sample size and quotas
- Timeline and data format
Key takeaways
- A b2B & Trade Interviews checklist is only useful when each of the 5 points has one fixed answer format and a matching piece of evidence.
- The checklist runs from business type and size screened to business card or stamp where agreed, with evidence recorded against the points that decide the outcome.
- You receive 4 outputs: Interview data file, Respondent business list, Completion and refusal log, Key quotes summary.
- Photographs are geo-tagged and time-stamped, every submission is reviewed by a supervisor and a random sample is back-checked — which is what makes a business research record worth quoting internally.
- Visits run across Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, and assignments typically start within one to three working days of a complete brief.
What to do next: turn the checklist into a brief
A checklist becomes an assignment the moment it has fixed wording, an evidence rule against each point and a location list behind it.
Freeze
Lock the wording of every point
Field staff answer exactly what is written. Keep all 5 points to one question with one answer format, including business card or stamp where agreed.
Evidence
Attach a photo rule to each point
A wide shot for context and a close-up for detail, both carrying the job ID and location ID so the file can be matched later.
Send
Pair it with the location list and deadline
Send the checklist together with research objective and target respondents, questionnaire or screener, sample size and quotas, timeline and data format — that is a complete brief, with nothing left to chase.
Before you send it
Starting b2b & trade interviews
Assignments typically start within one to three working days of a complete brief, depending on volume and spread.
Share a brief and location listFrequently asked questions
What should a b2B & Trade Interviews checklist include?
B2B & Trade Interviews is a field service in which a trained team interviews with shop owners, distributors, dealers and business decision-makers. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report.
Which areas do you cover for b2B & Trade Interviews?
Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.
How fast can b2B & Trade Interviews start?
Most assignments start within one to three working days of receiving a complete brief, depending on volume and spread.
What evidence will I receive?
Interview data file and Respondent business list, matched to a unique job and location ID.