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AI-BO Campaign Guide
Step 2: Survey Questions
Step 2: Survey Questions
🛣 Survey Guide
Minimum 2 open questions
No more than 20 questions
Edit the objectives and reorder them so that they are ranked from most to least important
Edit and add survey questions along with the associated objective for each one
Need help? Head to to see best practices and survey templates
Submit them once you are done
Goals / Objectives
1
Thinking about your main grocery shopping trip:
2
Thinking about other ways of shopping
3
Thinking about shopping from home online
4
4.
There are no rows in this table
Screener Questions
Questions
MCQ Answers
Screener accept ans
Variable name
1
⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
What is your businesses annual turnover (Revenue)?
Don’t accept 1 or 2
26_annual_revenue
2
⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
How long have you been in operation for?
Dont accept 1
26_operation_duration
There are no rows in this table
2
Count
Survey Questions
Questions
MCQ Answers
Skip logic
Type
Variable Name
1
⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
What is the name of your business?
Text
Open text
26_business_name
2
⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Which Province is your business located?
MCQ
26_Provinces
3
🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
What type of business is it?
Other
Not asking if business is registered
26_business_registered_CICP
4
🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Why have you not registered as a Pty Ltd?
Can we give MCQ options? E.g
Only ask if first question is above’s answer is No 1
26_not_registered_reason
5
🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Which industry does your business operate in?
Open text
26_business_industry
6
🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
How many employees work for your business?
26_number_employees
7
🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Who are the key financial decision makers?
Can we not assume this based on role and company size?
26_key_financial_decision_makers
8
🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Who are the key financial decision makers?
Only for other in Q before
Other
26_key_financial_decision_makers_other
9
🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Who makes the day to day operational financial decisions?
Can we not assume this based on role and company size?
26_daily_operational_financial_decisions
10
Who makes the day to day operational financial decisions?
Only for other in Q before
Other
26_daily_operational_financial_decisions_other
11
🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Who do you bank with for personal use?
26_personal_name_of_bank
12
Who do you bank with for personal use?
Only for other in Q before
Other
26_name_of_bank_other
13
🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Do you use a business or personal bank account for your business?
26_personal_business_banking_differ
14
🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
What is the reason for this?
i.e. want to keep my finances separate. or better rates for personal compared to business bank etc.
text
26_reason_banking_differ
15
🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Who do you bank with for business use?
Don’t ask if personal same as business
26_business_bank_name
16
Who do you bank with for business use?
Only for other in Q before
Other
26_business_bank_name_other
17
🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
Do you have accounts with more than one provider for your business banking?
If ANS = 1 Skip to 21 questions
26_number_of_banking_providers
18
🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
With who and why do you have more than 1 business banking provider?
text
26_reason_multiple__banking_providers
19
🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
What types of accounts do you use for your business banking?
Will this not come out in the loan question
WOuld need to be a multi-select
Multi-select MCQ
26_type_of_account_business_bank
26_account_type_cheque
26_account_type_saving
26_account_type_credit
26_account_type_FX
26_account_type_other
20
What types of accounts do you use for your business banking?
Only for other in Q before
Other
26_type_of_account_business_bank_other
21
🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
What do you use your savings account for?
Only asked if they use a savings account
26_savings_account_use
22
🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
From now on, all questions asked will be about the primary bank account that you use for your business (either business or personal)
Message (Instruction)
23
🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
How would you rate the banking service on a scale of 1-10? (1= very bad service and 10=fantastic service)
Number
26_bank_satisfaction
24
🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
What was the main service or product offering that made you choose your current business bank? Select all that apply.
Example
Choose top 3
Multi-select MCQ
26_key_service_offering
26_key_service_low_fees
26_key_service_Interest_rates
26_key_service_ease_of_application
26_key_service_type_of_account
26_key_service_access_loans_finance
26_key_service_professional_standard
26_key_service_already_personal_use
26_key_service_rewards_loyalty
26_key_service_other
25
What was the main service or product offering that made you choose your current business bank?
Only for other in Q before
Other
26_key_service_offering_other
26
🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
How long have you been with your current bank provider?
26_banking_duration
27
🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️ ⬜️
In the past 2 years have you switched banking providers?
26_switched_bank
28
🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️
What is your reason for switching or wanting to switch?
text
Only if Q29=1 or 3
26_reason_for_switching
29
🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️
Is there anything that would make you think of switching?
Only if Q29 = 2
26_reason_for_concidering_change
30
🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️
What service or product do you wish your current provider offered that they currently don’t?
Example:
Savings/investment, Private banking services, access to small business help, accounting systems, ERP
text
Open text
26_products_desired
31
🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️ ⬜️
Have you ever applied for a loan or lending product for your business?
SKIP A long way if NO
26_application_loan_lending_product
32
🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️
What was the reason for the loan?
26_reason_for_lending_product
33
What was the reason for the loan?
Other
26_reason_for_lending_product_other
34
🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️
What was the size of the loan required?
R0 - R10k
R10k - R50k
R50k - R100k
R100k - R250k
R250k - R1m
R1m - R5m
R5m - R10m
R10m+
MCQ
26_size_of_loan_required
35
🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️
Where did you apply for your business loan?
Main bank
Personal account
Family
Other (Lulalend, Fundrr etc)
MCQ
26_loan_application_place
36
🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️
Where did you apply for your business loan?
Only for other in Q before
Other
26_loan_application_place_other
37
🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️ ⬜️
Were you approved for the loan?
Yes
No
Yes/No
26_loan_approval
38
🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️
Did you receive the amount you applied for?
Yes
No
Only if Q37 = Yes
Yes/No
26_recieved_amount_applied
39
🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️
Do you know why this was the outcome?
I.e. If Yes, why did they grant and if No, why did they reject.
Open text
26_outcome_lending_products
40
🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️
How long did it take you to complete the loan application, (From start of application to getting feedback on approval or rejection)
1 - 3 days
4 - 7 days
1 - 2 weeks
2 - 3 weeks
3 - 4 weeks
1+ months
MCQ
26_loan_application_duration
41
🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️ ⬜️
What type of documentation or data did they require from you during the loan application? Select all that apply.
Example:
1, 2, 6
Is equal to ID, Proof of residence, Bank statements
Must be able to select all that apply
Multi-select MCQ
26_documentation_needed
42
What type of documentation or data did they require from you during the loan application?
Only for other in Q before
Other
26_documentation_needed_other
43
🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️
How do you prefer as your main form of engage with financial services provider for your business
Select top 3
Multi-select MCQ
26_type_of_engagement
44
How do you prefer to engage with financial services provider for your business
Only for other in Q before
Other
26_type_of_engagement_other
45
🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️
Please provide reasons regarding the options selected?
Explain more
Open text
26_reason_for_type_engagement
46
🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 🟩 ⬜️
What are the biggest problems your business is facing at this point?
More specific. Could be voice note?
26_biggest_business_problem
There are no rows in this table
46
Count
Finished
👉 Next:
Proportional View of Questions
Extra variables for 26_documentation_needed
Name
Variable name
Question ID
1
ID
26_id_documentation_needed
26_documentation_needed
2
Proof or residence
26_proof_of_residence_documentation_needed
26_documentation_needed
3
Lease or mortgage agreement
26_lease_or_mortgage_agreement_documentation_needed
26_documentation_needed
4
Company registration documents
26_company_registration_documentation_needed
26_documentation_needed
5
Annual financial statements
26_annual_financial_statements_documentation_needed
26_documentation_needed
6
Bank statements
26_bank_statements_documentation_needed
26_documentation_needed
7
Cash flow projections
26_cash_flow_projections_documentation_needed
26_documentation_needed
8
Business plan
26_business_plan_documentation_needed
26_documentation_needed
9
Personal surety
26_personal_surety_documentation_needed
26_documentation_needed
10
Other
26_other_documentation_needed
26_documentation_needed
There are no rows in this table
Extra variables for 26_type_of_engagement
Name
Variable
Question ID
1
Face-to-face in a branch
26_face_to_face_engagement
26_type_of_engagement
2
Zoom or video call
26_zoom_engagement
26_type_of_engagement
3
WhatsApp
26_whatsapp_engagement
26_type_of_engagement
4
E-mail
26_email_engagement
26_type_of_engagement
5
Telephonic calls
26_telephone_calls_engagement
26_type_of_engagement
6
Online banking or app
26_online_banking_engagement
26_type_of_engagement
7
Online banking or app
26_banking_app_engagement
26_type_of_engagement
8
Dedicated business manager
26_dedicated_business_manager_engagement
26_type_of_engagement
9
Other
26_other_engagement
26_type_of_engagement
There are no rows in this table
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