Market research scriptPhone Surveys

Market research phone survey script: screening questions, a neutral questionnaire, quotas and polite refusals

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Market research phone survey script: screening questions, a neutral questionnaire, quotas and polite refusals

Example result

Example for the Standard package

Call script: inviting past customers of a window cleaning firm back for spring

Scenario 1: a past customer answers

Opening. "Hi, is this Mark? It's Anna from Clearview Window Care. We cleaned your windows last April. Have you got a minute?"

  • Yes → go to The reason for the call.
  • "Not now" → "Of course. When is better, today after five or tomorrow morning?" Note the time and end the call politely.
  • "Who?" → "Clearview, the window cleaners. We did your house on Elm Road last spring." Then The reason for the call.

The reason for the call. "We're planning the spring rounds on your street for the week of April 14. Past customers get first pick of the days. Would you like us to book you in?"

AnswerWhat to say next
"Yes""Great. Is it the same as last time, outside only, or inside too?" → Booking
"How much is it?""Last time it was the outside of a two-storey house. That's $120 this season." → Booking
"We're not sure yet""No problem. I can hold a day for you until Friday with nothing to pay. Shall I?"
"We use someone else now"Go to objection 7.

Objections (3 of 15)

4. "It's too expensive." "I understand. Most customers on your street book outside only, and that keeps it at $120. If you book with a neighbour on the same day, you both get $15 off. Would that help?"

7. "We found someone cheaper." "That's fair, thanks for telling me. If anything changes, we're still doing your street on April 14. Can I send you a text with our number, just in case?"

11. "Call me in the summer." "Sure. Shall I put you down for a call in the first week of June? The summer rounds book up fast."

Voicemail

"Hi Mark, it's Anna from Clearview Window Care. We're cleaning on your street the week of April 14, and past customers get first pick of the days. Call or text us back on this number. Thanks!"

Files: Word and PDF. The prices, discount and dates come from the client's brief: we write the script and never call anyone.

Client: Clearview Window Care, a window cleaning firm with 4 crews in one city. Task: a script for calling customers who booked last year but not this year, to offer the spring clean. Standard package: 3 scenarios, 15 objections, a voicemail and a follow-up text. Excerpt below.

The client and all details are made up.

About this service

Phone research is only as good as its questions: leading wording, a missing screener or a questionnaire that runs too long all give answers you can't trust. This script turns your research goals into a clean phone survey: an honest introduction that makes clear it is research, not sales, screening questions to check the person fits your audience and quotas, a questionnaire in a logical order with neutral wording and clear answer options, and a polite close. Refusals, 'how did you get my number?' and people who drift off topic get short, respectful replies. You get a Word and PDF script. We write it only: we never call anyone, provide contact lists or analyse results, and the survey is never used to sell. Rules on research calls, consent and data storage differ by country, so check the script against yours.

What is included

  • What you getA Word and PDF script: each survey in your package with an introduction, screening questions and quota checks, the questionnaire with answer options and skip logic written as branches, a close and replies to the refusals in your package. From Standard, a voicemail message and a thank-you message; in Premium, a one-page cheat sheet and a short interviewer guide on neutral reading and noting answers, with practice in pairs.
  • An honest introductionResearch, not sales, and how long it takes
  • Screening and quotasChecking the person fits your audience
  • Neutral wordingNo leading questions and balanced answer options
  • Skip logicWhich question comes next after each answer
  • Respectful refusalsBusy, suspicious or asking where the number came from

How it works

  1. 1
    BriefYou describe the research goal, audience and quotas
  2. 2
    ScriptWe write the screener, questionnaire, branches and replies
  3. 3
    DeliveryYou get the script in Word and PDF on the order page
  4. 4
    Your fieldworkYour interviewers make the calls and you ask for changes within the package

What we need from you

The research goal and the decisions it should help with, who you need to reach (age bands, region, role, users of a product type) and any quotas, the topics or draft questions you have, how long the call may take, how you got the contacts and what you may say about it, phrases your rules require on consent and data, and the language and tone. You may attach a draft questionnaire or notes as Word or PDF files or screenshots, up to 3 files. Please do not send contact lists or personal data.

We will ask you:

  • What is the research for?
  • Who must you reach?
  • How long can the call take?
  • Required phrases on consent and data

Compare packages

PackagesBasic1 survey, 5 refusals$13Standard3 surveys, 15 refusals$26Premium5 surveys, 30 refusals, training$49
Deadline1 day2 days3 days
Revisions123
Scenarios135
Branches per scenarioup to 3up to 5up to 8
Objections with answers51530
Voicemail and follow-up messageNoYesYes
Cheat sheet and training guideNoNoYes
SurveyMarket researchMarket researchMarket research
Order BasicOrder StandardOrder Premium

Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

Will you run the survey or find respondents?

No. We write the script; you or your fieldwork provider make the calls. We do not supply or buy contact lists.

Can you turn our rough topics into questions?

Yes. Send the goal and topics, and we write neutral questions with answer options; you approve them before fieldwork.

Can the survey end with a sales offer?

No. Mixing research and selling misleads people and breaks research rules in many countries, so the script keeps them apart.

Will you analyse the answers?

No, this order is the script only. The Premium guide explains how to note answers consistently so they are easier to process.

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