Short answer
How do I brief a field agency for customer & Retailer Interviews?
Customer & Retailer Interviews is a field service in which a trained team conducting agreed questionnaires with customers or retailers, with participant consent. 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
- What to send before the visits start
- Division
- Business field services · Market Surveys
- Checklist points
- 5 standard checks
- Report outputs
- 4 deliverables
- Coverage
- Mumbai, Thane, Navi Mumbai, Panvel
- Read time
- 3 min
What you will learn
- Step-by-step briefing — 6 steps, in the order a field team works through them
- What to share before the visits — 4 points you can lift straight into your own brief
- What the field team checks — 5 points you can lift straight into your own brief
Step-by-step briefing
- Share the location list with full addresses
- Explain the purpose of the visit
- Attach the checklist and sample photos
- Confirm access permissions and contacts
- Agree on the report format and deadline
- Name an escalation contact
What to share before the visits
- Location list with addresses and contact names
- Checklist or instructions
- Required photographs and evidence
- Reporting deadline and format
What the field team checks
- Consent recorded
- Questionnaire completed in full
- Respondent profile captured
- Open-ended answers noted
- Quality back-check sample
Where first briefs usually fall short
- Addresses without a pin code or a nearby landmark
- No contact name or number for access at the location
- Checklist points that need judgement instead of observation — quality back-check sample needs a stated rule
- No decision rule for closed or inaccessible premises
- Evidence expectations agreed only after the first batch is delivered
- No named person to approve revisits
What happens next
The team groups nearby locations into routes, briefs the field people, completes the visits, reviews each submission and delivers the report with completed visits, exceptions and the actions needed.
What you receive
- Cleaned response data sheet
- Back-check report
- Respondent count by area
- Top-line summary
Key takeaways
- A complete customer & Retailer Interviews brief is 4 items long, and sending all of them up front is what stops visits being repeated.
- The checklist runs from consent recorded to quality back-check sample, with evidence recorded against the points that decide the outcome.
- You receive 4 outputs: Cleaned response data sheet, Back-check report, Respondent count by area, Top-line 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 market surveys 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: send it and run a first batch
Once the 4 briefing items are in one place, the fastest route to clean data is a small first batch rather than the full list.
Pack
Put all 4 briefing items in one email
Location list with addresses and contact names, Checklist or instructions, Required photographs and evidence, Reporting deadline and format — sent together, so the assignment is not held up waiting for one attachment.
Pilot
Start with a small set of locations
Run a first batch, read cleaned response data sheet and correct the checklist wording before the rest of the list goes out.
Contacts
Name one escalation contact on each side
Access refusals and closed premises need a same-day decision; a weekly review turns one revisit into three.
Before you send it
Starting customer & retailer 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
How do I brief a field agency for customer & Retailer Interviews?
Customer & Retailer Interviews is a field service in which a trained team conducting agreed questionnaires with customers or retailers, with participant consent. 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 customer & Retailer Interviews?
Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.
How fast can customer & Retailer 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?
Cleaned response data sheet and Back-check report, matched to a unique job and location ID.