RP Marketing Group · Browser-only worksheet
Service-Page Interview Sheet
This sheet is blank on purpose. Nothing written on paper comes back to me.
- Service
- Interview led by
- Date
One service, ten questions, one sitting. Record their words, not a polished version.
What do people ask you first, before anything else?
Section: Opening / above the fold · Ask: Whoever picks up the phone first.
Useful answer: Capture the actual first sentence, not just the topic.
What do they think this involves that it doesn't?
Section: What this actually is · Ask: The estimator or whoever does the site visit.
Useful answer: Name one wrong idea you correct often, then record the correction.
Walk me through what actually happens, from the call to the end.
Section: Process · Ask: The crew lead, then the scheduler.
Useful answer: Record the steps in order, including the waits and handoffs.
What do you need from them before you can even quote it?
Section: What we need from you · Ask: The estimator.
Useful answer: List the things that stall a quote: photos, measurements, access, or a decision.
How long does it take, and what makes it take longer?
Section: Timeline · Ask: The scheduler for the wait; the crew lead for the work.
Useful answer: Get a range and the conditions that move it.
What makes the price move?
Section: Cost factors · Ask: Whoever prices the work.
Useful answer: Record the factors, not private figures or customer examples.
What goes wrong most often, and what do you do about it?
Section: What can go wrong · Ask: The crew lead and whoever takes complaint calls.
Useful answer: Record the situation and the routine used to handle it.
Describe the situation, not the customer.
What do people need to do or move before you arrive?
Section: How to prepare · Ask: The crew lead.
Useful answer: Keep it physical, specific, and doable the night before.
Who actually shows up, and what will they be driving?
Section: Who shows up · Ask: The scheduler or crew lead.
Useful answer: Record roles, crew size, vehicle, clothing, and whether anyone calls first.
Use roles, never employee names.
What job do you turn down, and who should they call instead?
Section: Fit / who this isn't for · Ask: The owner.
Useful answer: Record the job you say no to. If you never say no, name what you're worst at.
Name the kind of company, not a customer you turned away.