Prospect Interview Cheat Sheet

Below is a Cheat Sheet for all the things you will need to do when preparing and conducting your interviews!

To Download a PDF Copy of the Cheat Sheet That You Can Bring With You To Interviews, CLICK HERE


  • Prep Email - Have you emailed the interviewee
    • Confirmation and Reminder: Date/Time/Location
    • Format of the Interview
    • The Topics that you hope to cover in the interview
    • (if applicable) PDF on how to prepare for a zoom interview
  • Intro & Outro - Have you created your Intro for the interview? Do you have your outro scripted out?
  • Equipment - Camera, Tripod, Mic, Lights - Do you have all the equipment ready for the interview? Is it tested and working?


  • Ask them how they are doing today
  • Express your Gratitude, Appreciation, and Excitement
  • Ask them if they have any questions about the interview
  • Let them know the process for the Interview: Press Record → Intro → Questions → Outro → Stop Record → Talk about Next Steps
  • Get Setup
  • Ask them if they have a hard stop time
  • Ask them if they’re ready to get started


  • Framing on Camera - Apply the rule of thirds
  • Test Audio & Video. Check Batteries. Check Storage.
  • Turn phone onto silent, do not disturb

    Press Record


  • Be Enthusiastic, High Energy.
  • Promote them so well that they think (or say) “wow, thank you, that was a great introduction of me”


  • Learn what they do, what they need, and what they like
  • Help them share their wisdom and expertise
  • Ask whatever you are genuinely interested in
  • Dig Deeper. Be Conversational. Ask them more questions based on what they say

    Segway to Outro

  • How can people get in touch with you


  • Ask people to like, comment, share, subscribe, and check out your Parkbench site
  • Plug your real estate business

    Sign off

    Next Steps

  • Explain what you’re going to do: Post it & promote it
  • Confirm that they’re going to promote this on their social media
  • Explain what Parkbench is going to email them: link to the interview, login information, instructions on how to use all the free tools on the platform to grow their business
  • Try to get the business to upload a New Customer Coupon & Reward for a Review
  • Plant a Seed about Real Estate
    • And by the way, before we wrap up, as you know I’m a local realtor, and just out of curiosity…
      • Do you have any questions about the market I can answer while I’m with you now?
        Where do you live?
        • How long have you lived there for?
        • Have you had any thoughts of moving?
      • Do you know the current value of your home?
        • Would you like me to do a valuation for you?
  • Ask for Referrals/Recommendations for Interviews
    • Hey so before I leave, who do you know that might be interested in being interviewed and featured? Who deserves from free PR? Whose got a cool product, service, skill, or story to share?

    Say BYE


Essential Information to Get Via Research or Interview


  • Full Name
  • Position
  • Business/Organization
  • Name
  • Category
  • Address
  • Phone
  • Email (Used for Login on Parkbench)
  • Website
  • Facebook
  • Twitter
  • LinkedIn
  • Instagram
  • YouTube

Example Questions

  • What do you do
    • Why did you start your business?
    • Who is your ideal clientele/customer?
    • What would your customers say they love most about your product/service?
  • What do you need?
    • What are your goals over the next year? How about in the next 5-10 years?
    • What do you need to start doing, or do more of, in order to achieve them?
    • What are the challenges that you face in achieving your goals, that hopefully someone who listens to this can help you solve?
  • What do you like?
    • What do you love most about (neighborhood)?
    • What are your hobbies and interests?
    • What is something quirky and weird about you?