AI Checklist Generator

Email address

Home > customer facing screening questionnaire Certainly! Here is a **Customer-Facing Screening Questionna

customer facing screening questionnaire Certainly! Here is a **Customer-Facing Screening Questionna

Obtain the customer’s full name

Collect contact information (email, phone number)

Record the date of the questionnaire

Define the purpose of the screening (e.g., service eligibility, appointment scheduling)

Explain how the information will be used

Inquire about any current symptoms (e.g., fever, cough)

Ask about recent travel history

Confirm vaccination status (if applicable)

Check for any known allergies or medical conditions

Ask about the specific services the customer is interested in

Verify any previous experiences with similar services

Collect information on any special requirements or accommodations needed

Provide a consent statement for data collection

Obtain customer’s signature or verbal acknowledgment

Explain the confidentiality measures in place

Review all answers for completeness

Ensure that all required sections are filled out

Submit the questionnaire to the appropriate personnel or system

Schedule a follow-up call or appointment if necessary

Provide the customer with next steps or additional resources

Thank the customer for their participation and time

This structured checklist can help ensure that the screening process is thorough and efficient.

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark