Sales Scribe Survey

person Basic Information

Interview Role *

badge Frontline Salesperson

payments Sales Supervisor/Boss

group Other Team Member

Your Name/Nickname *

Phone / WeChat (Optional)

Company/Sales Team (Optional)

explore Part 1: Frontline Sales Behavior Exploration

Q1. How do you usually record what was discussed after visiting a client?

Phone Memo Send WeChat to self Ad-hoc/Not recorded Paper notebook

Q1-Follow up: When do you usually organize these records?

Same day Within a few days Uniformly on weekends Irregular/Other

Q1-Follow up: How long do you spend on average organizing a client visit record? (minutes)

Q2. How many existing clients do you currently manage?

Q2-Follow up: How do you remember different clients' health preferences and purchase history?

Q2-Follow up: Have you ever made a blunder in a subsequent communication because you forgot a key client preference/characteristic?

storefront Part 1: Sales Supervisor/Boss Behavior Exploration

Q3. What tools does your team currently use to manage client information?

Excel sheet Paper/Notebook Professional CRM system No fixed tools

Q3-Follow up: If using CRM/Excel, who is primarily responsible for entering this sales data?

Q3-Follow up: Is the salespersons' willingness and execution of data entry high? Is there any management resistance?

Q4. What do you think is the most time-consuming and tiring part of a salesperson's daily routine?

Interacting/visiting clients Organizing/entering records after visits Developing new clients

psychology Part 2: AI Scribe Acceptance

Q5. If there was a tool that automatically transcribed and structured your visit recordings, so you only had to review it at a glance to sync—would you be willing to use it?

Very willing Wait and see Unwilling/Dislike

Q5-Follow up: What are you most concerned about regarding this AI tool?

Low transcription accuracy Client privacy leakage High user barrier/Too complex Concerned about excessive monitoring

Q5-Follow up: What accuracy level of the AI-structured text would make you comfortable accepting it?

Q6. Once AI auto-scribing is done, can you accept salespersons spending only 2 minutes verifying and adding info, instead of spending 20 minutes manually organizing it?

Fully accept (efficiency first) Still have concerns (worried about authenticity) Cannot accept

savings Part 3: Commercial Value & Willingness to Pay

Q7. Assuming this AI tool indeed eliminates the manual organizing step, saving significant time and labor costs for the team, what do you think is the maximum pricing the boss would accept?

$50/person/month $100/person/month $200/person/month Only if free Pay per use/results

gavel Part 4: Privacy & Compliance Sensitivity

Q8. When visiting a client, do you inform them in advance: 'This conversation will be recorded for quality purposes'?

Mostly inform in advance Depends on the client/familiarity Usually not inform

Q8-Follow up: If informed, how do clients usually react?

Q8-Follow up: Have any clients explicitly refused to be recorded?

Yes, have been explicitly refused No, never been refused

Sales Team Interview Questionnaire