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How-to · Store Intercept & Exit Interviews

How to Brief a Field Agency for Store Intercept & Exit Interviews

What to send before a store Intercept & Exit Interviews assignment so visits are completed right the first time.

3 min read · By the FieldVisit operations team

Store Intercept & Exit Interviews

Short answer

How do I brief a field agency for store Intercept & Exit Interviews?

Store Intercept & Exit Interviews is a field service in which a trained team short interviews with shoppers at store entrances, exits or mall walkways, with outlet permission. 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
Market research field work · Consumer 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

  1. Share the location list with full addresses
  2. Explain the purpose of the visit
  3. Attach the checklist and sample photos
  4. Confirm access permissions and contacts
  5. Agree on the report format and deadline
  6. Name an escalation contact

What to share before the visits

  • Research objective and target respondents
  • Questionnaire or screener
  • Sample size and quotas
  • Timeline and data format

What the field team checks

  • Outlet permission obtained
  • Shopper screened as per brief
  • Purchase details captured
  • Interview completed on the spot
  • Time slot and outlet logged

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 — time slot and outlet logged 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

  • Outlet-wise interview count
  • Response data file
  • Time-slot coverage sheet
  • Photographs of interview point

Key takeaways

  • A complete store Intercept & Exit Interviews brief is 4 items long, and sending all of them up front is what stops visits being repeated.
  • The checklist runs from outlet permission obtained to time slot and outlet logged, with evidence recorded against the points that decide the outcome.
  • You receive 4 outputs: Outlet-wise interview count, Response data file, Time-slot coverage sheet, Photographs of interview point.
  • 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 consumer 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.

01

Pack

Put all 4 briefing items in one email

Research objective and target respondents, Questionnaire or screener, Sample size and quotas, Timeline and data format — sent together, so the assignment is not held up waiting for one attachment.

02

Pilot

Start with a small set of locations

Run a first batch, read outlet-wise interview count and correct the checklist wording before the rest of the list goes out.

03

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 store intercept & exit interviews

Assignments typically start within one to three working days of a complete brief, depending on volume and spread.

Share a brief and location list

Frequently asked questions

How do I brief a field agency for store Intercept & Exit Interviews?

Store Intercept & Exit Interviews is a field service in which a trained team short interviews with shoppers at store entrances, exits or mall walkways, with outlet permission. 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 store Intercept & Exit Interviews?

Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.

How fast can store Intercept & Exit 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?

Outlet-wise interview count and Response data file, matched to a unique job and location ID.

Ready to brief your field visits?

Share the scope — we'll come back with routes, timelines and a clear quote.

Request a quote
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