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Customer Interview template. Note: please go through the discussion guide and prepare for the meeting beforehand (please record them in the background Information). Record whatever has been discussed in the meeting. Make the discussion relevant to what the customer wants to talk about. Preparation beforehand will be helpful and keep us relevant in the meeting.
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Client / Site
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Conducted on
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Prepared by
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Location
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Customer with us since?
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Contract valid until?
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Monthly RMR (£)
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Person Interviewed & Designation
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Contact name, Number and email
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Method of interview?
Business Overview
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Background/history: (What did you know about the customer prior to meeting them?)
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How is business performing overall? – customer’s sector & their own business
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What will be the big changes to their business in 2017 – which areas will they be growing in / what is new.
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Security wise, any big changes we can expect. Currently working on / will do in the future.
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Are we the only provider and who else is delivering security services and how are things going with them? (Explore our share vs theirs. any opportunities given 2017 outlook etc.)
Customer feedback
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Overall how are we delivering? What is going well / what can we improve on
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What is the one thing you wouldn’t want to change about our relationship?
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What is the one thing we could do that we make your life easier, and give you peace of mind when you think of your relationship with Stanley Security?
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Any other feedback from customer:
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Any post meeting activities agreed on?
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future meeting date:
