Checklist · 4 min read

CATI Telephone Surveys Checklist: 12 Steps Before You Commission a Study

A 12-step checklist for planning a cati telephone surveys project in India, from objectives and audience to sampling, quality control and reporting.

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Quick answer

Before commissioning cati telephone surveys, define the decision it will inform, the audience, the cities, the sample, the method, the timeline and the budget. Then agree quality-control and reporting standards with your agency.

At a glance

Guide type: Checklist · 4 minute read
Method covered: CATI Telephone Surveys
Research family: Quantitative research
Typical timeline: 2–4 weeks end to end, which makes it the fastest route to a representative read
Typical sample: 300–800 completes; budget eight to twelve dials for every completed interview
Written for: Project managers running the study · In-house teams doing it themselves · Reviewers signing off a vendor plan

Key takeaways

Start from the business decision, not the questionnaire
Fix the audience definition early
Agree QC and deliverables upfront
Plan how findings will be used

Reader intent

Who this guide is for

Three readers arrive here with different problems. Each should be able to act on this page without reading all of it.

Project managers running the study
A working sequence for a cati telephone surveys project, from brief through field to debrief.
In-house teams doing it themselves
The quality controls an agency would apply, written so that you can apply them yourself.
Reviewers signing off a vendor plan
Read it as an audit list against the proposal currently on your desk.

The 12-step checklist

Write down the business decision
List the information gaps
Define the target audience precisely
Choose cities and the urban/rural split
Set the sample size and key segments
Pick the method (cati scripting, quota control, call monitoring, multilingual teams)
Agree languages and translation
Draft and pilot the questionnaire or guide
Agree quality-control checks
Set the timeline and milestones
Define deliverables and format
Plan the debrief and next actions

Why the order matters

Each step constrains the next. Changing the audience late, for example, can reset sampling, cost and timeline.

How Market Research India can help

Market Research India designs and runs cati telephone surveys projects across 50 Indian cities and 30 industries. A senior research director leads every study, and our own supervised teams handle the fieldwork. You get clear recommendations, not just data tables.

Share your objective and we will send a scoped, fixed-fee proposal within 24 hours, with a recommended method, sample and timeline.

What goes wrong

Common mistakes in cati telephone surveys

Most disappointing cati telephone surveys studies fail for reasons that were visible in the design, not in the fieldwork. These are the ones we see most often, and what to do instead.

01
Calling only during office hours
A sample collected between 11am and 5pm over-represents people who are not at work. Spread dials across three time slots and include weekends.
02
Dialling a stale list
An unchecked database burns the budget on dead numbers before it reaches a respondent. Clean, dedupe and test-dial a sub-sample first.
03
A script written for the eye, not the ear
Long scales and nested brackets work on paper and collapse on a phone call. Read every question aloud before it is programmed.
04
Monitoring too few calls
Without live listening on at least 10% of calls you cannot tell a refusal conversion from a leading prompt. Audio-audit a further sample afterwards.
05
A questionnaire nobody piloted
Routing errors, ambiguous scales and a 35-minute runtime are cheap to find in a 30-interview pilot and expensive to find in the full dataset.
06
Fieldwork without an audit trail
GPS tags, timestamps, audio snippets and back-checks are what let you defend a finding when a regional team disputes it. Specify them in the contract.

Run through this before sign-off

Your checklist before you brief anyone

A working sequence for a cati telephone surveys project. Most of it costs nothing, and it saves the two weeks a re-field would take.

1
Clean, dedupe and screen the number list against do-not-call registers before dialling begins.
2
Keep the interview under 12 minutes and read the script aloud before programming it.
3
Train interviewers on refusal conversion, with a scripted response to the three common objections.
4
Spread dials across morning, evening and weekend slots, with at least four attempts per number.
5
Live-monitor 10% of calls and audio-audit a further 10% with supervisor notes attached.
6
Agree the minimum reportable base before fieldwork, and hold the line in the tables.
7
Agree in writing who acts on each finding, and by when, before the debrief ends.

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Answers

Frequently asked questions

The questions buyers ask us most often before they commission cati telephone surveys.

Can an agency help with the checklist?

Yes. A good agency will workshop these steps with you before it quotes.

From guide to project

Where cati telephone surveys actually gets commissioned

If this guide has settled the method, these are the pages worth opening next: the service itself, and the markets where cati telephone surveys is most often run for our clients.

Keep exploring

CATI Telephone Surveys Checklist: 12 Steps Before You Commission a Study

Who this guide is for

The 12-step checklist

Why the order matters

How Market Research India can help

Common mistakes in cati telephone surveys

Your checklist before you brief anyone

Frequently asked questions

Where cati telephone surveys actually gets commissioned

More reading on cati telephone surveys

More on cati telephone surveys

Other checklist articles

CATI Telephone Surveys city by city

Related research services

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