Atlas Visit
Step 1 of 7
Step 1 — Features
Which Atlas products is this client on?
Tick all active features. Questions will be filtered to match.
Step 2 — Merchant
Merchant details
Record the client and outlet you are visiting today.
Step 3 — Respondent
Who are you speaking with?
This filters questions to match their perspective.
Operator / Manager
Owner
Staff — Front of House
Staff — Kitchen
Diner / Customer
Delivery Courier
Step 4 — Baseline
Usage & overall sentiment
Quick baseline before the detailed questions.
Less than 1 month
1–3 months
3–6 months
6–12 months
Over 1 year
Over 2 years
1 = poor · 5 = excellent
Step 5 — Interview
Transcribed Response
Response will appear here after recording…
Field Notes
Step 6 — Review
Review before submitting
Check all answers and transcripts. Submit to save this respondent as one record.
Step 7 — Report
Diagnostic Report