예시) Crevate가 미국 업체 SIS에게 처음 보낸 이메일

Dear Sir or Madam,

This is the CEO of Crevate, a consumer-centered innovation consultancy located in Seoul, South Korea. We are planning to do ethnography research in New York City.

I am writing to request a simple recruiting of interview subjects and their interview arrangements. We hope your reply include your availability, cost and company factsheet. The interviews will be conducted from 5/21 - 23

Here are the key details:

·  Goal: To interview subjects in New York City for the project <The future of mobile lifestyle>

·  Client : Samsung Mobile 

·  Methodology : 5 Ethnography including in-depth interview with 10 candidates recruited.

o    We have already written a screening questionnaire for the subjects. All subjects need to fill this in first. (The link: https://docs.google.com/a/crevate.com/spreadsheet/viewform?formkey=dFVRODZmZE8tcURqenZqN2ZQZU9wd2c6MA#gid=17 ) We will also share this form to you.

·  Recruiting condition: The variety of age, gender, and income level is preferred

People who live actively and creatively with the use of digital (including mobile) devices, especially in the lifestyle categories below:

1. Entertainment - A person whose value is highly on having fun and finds their major interests with/by digital devices (Music, video, gaming, sports, etc.)

2. Productivity - A smartly life-managing person with/by digital devices (Digital nomad, Working creatively, Smart working, time management, etc.)

3. Consuming - Basically 'almost every product affordable' person who does shopping creatively and looks for new opportunities through consuming (online shopping, product searching, a new way of shopping, etc.)

4. Local Info (LBS) - A travel lover or a heavy business tripper who always look for local information like restaurants, directions, traffic info, transportation, etc.

5. Well-being - A person who continuously wants to have a healthy and good-looking body  with/by digital devices (Exercise, regular checkup, diet, medical treatment, etc.)

We need 2 candidates from each category (10 candidates in total).

·  Location : New York, New York

·  Schedule & Deadline : Completion of subject recruiting (5/10), Arrangement of interview location & time (5/11), The interviews (5/21 -5/23)

So basically, I am requesting you to do:

1.     Recruit 10 appropriate interview subjects and ask them to fill out our screening questionnaire.

2.     Contact the 5 interviewees, who I have selected after considering the screening questionnaire, and arrange the interview schedule and location (preferably their homes). (The rest of 5 subjects should be used as backups just in case any interviewee cannot make it to the interview)

3.     When my team arrives at Stockholm, guide us to the interview location.

Please tell me what you can do and cannot, so I can make other arrangements.

And the breakdown cost:

·  Recruiting 10 subjects: ___$

·  Incentives for the 5 interviewees: ____$ 

·  Incentives for the 5 backups: ____$ 

·  Moderator : ___$  

·  Any other costs (Tell me if any) : _____$

·  Total cost :  ___$  

I understand the short lead time but please reply by 5/4 8am (Korean standard Time).

If you need help or more information, please contact us. 

Please understand urgent situation. Thank you in advance. 

Sincerely,

SungYoun Pak

+82 514 6482 / ceo@crevate.com

예시) SIS의 답변 이메일

SungYoun Pak

We appreciate your RFQ as we specialize in ethnographic research.

We will prepare a quotation for you today.

Best Regards,

Ruth Stanat

SIS International Research

예시) SIS가 보낸 Quotation

SIS Quotation for

Mobile Lifestyle Usage Survey in Sweden

May 9, 2012

I. Project specifications

Objective:

Mobile Lifestyle Usage Survey to understand the trend of consumer’s mobile lifestyle

Location:

Stockholm, Sweden (preferably at subject’s home)

Methodology:

Screener Online Survey:

All interviewees have to complete the online survey of approximately 40 questions or 10 min in length including ethnographic data

Ethnographic Research – In-Depth-Interviews (Stockholm Area)

• N=10 respondents – further details as in section Sample Requirements; selection of interviewee by customer after screening questionnaire: N=5 to be interviewed after being selected by the client based on screener and N=5 as backups in case of no-shows
• Assumed LOI of approximately 2-3 hrs   
• Taking place preferably at their homes

Sample Requirements:

·         Variety of age, gender and income level preferred   

·         People who live actively and creatively with the use of digital (including mobile) devices, especially in the 5 lifestyle categories below – N=2 per category:

1. Entertainment - A person whose value is highly on having fun and finds their major interests with/by digital devices (Music, video, gaming, sports, etc.)
2. Productivity - A smartly life-managing person with/by digital devices (Digital nomad, Working creatively, Smart working, time management, etc.)
3. Consuming - Basically 'almost every product affordable' person who does shopping creatively and looks for new opportunities through consuming (online shopping, product searching, a new way of shopping, etc.)
4. Local Info (LBS) - A travel lover or a heavy business tripper who always look for local information like restaurants, directions, traffic info, transportation, etc.
5. Well-being - A person who continuously wants to have a healthy and good-looking body with/by digital devices (Exercise, regular checkup, diet, medical treatment, etc.)

II. Costs & Timing

Assumptions:

• Interviews conducted by GfK in Swedish, no clients attend
• No interpreter
• English transcripts in word format
• Interviews conducted in Stockholm area
• Interviews conducted by experienced moderator
• Each interview lasting 3 hours
• Video recording can be done with a camera on stand, no extra staff needed
• Audio/Video in Swedish (optional)

Estimated Timeline:

*Sweden celebrates a major Memorial holiday during the week of May 14. The earliest we would be able to conduct interviews is May 21.

예시) Crevate에서 SIS로 보낸 이메일

Dear Ruth Stanat,

Thank you for your reply. After carefully looking through your quotation and company factsheet, we have decided to work with your company.Please send us the contract document and start working on recruiting subjects.

There is couple of things to make clear:

1.     A moderator from SIS will be there to guide us to the interview location and help us conduct the interview. (Please send us the information of the moderator)

2.     There will be 10 inputs (of the recruits) in our Google form. If the recruiting is done earlier, it would be better if the recruit fill in the form earlier.

3.     We also want to request transcripts for 5 IDIs. Video/Audio recording will be done by us.

And we were wondering whether SIS can do the same process in Stockholm, Sweden. We are doing the same process in Sweden from 5/17 – 5/19 and are looking for a company to help us. If SIS can recruit in Sweden as well, it would be very comfortable for us.

Please give us a reply ASAP.

Sincerely,

SungYoun Pak

+82 514 6482 / ceo1@crevate.com

예시) SIS의 답변 이메일

Dear SungYeon Pak

We appreciate the opportunity to work with you on this project. The project will be executed in the New York metropolitan area.

We can contact our partners in Sweden for a quotation.

We will prepare a PO and initial invoice for you today.  

Best Regards,

Ruth Stanat

SIS International Research

예시) SIS의 답변 이메일

Dear Sung Yeon Pak and team,

We are pleased to execute this project for you.

Attached is our PO and initial invoice.  If acceptable, please sign the PO and email it back to us.

David Warhaftig, our Sr. Research manager will be managing this project. He can be reached at this email address and telephone number.

He will get back to you with any questions.

Best Regards,

Ruth Stanat

CC: David Warhaftig

SIS International Research

예시) SIS의 Initial Invoice

SIS International Research

11 E. 22nd Street, 2nd Floor

New York, NY 10010

T: (212) 505-6805

Sung Youn Pak

CEO CREVATE                                                                                                                                                        May 4, 2012

4^th floor, 81-1, Cheongdam-dong
Gangnam-gu
Seoul 135-100
Korea, South
Cell. 82.10-9064-6482

Tel.82.2-514-6482
Email.ceo@crevate.com

Initial Invoice # 4780 Mobile Lifestyle Usage Survey

Total project fee                                                                                                                                                    $4,150

100% of incentives due upon initiation                                                                                                                        $750

50% of project fees due upon initiation                                                                                                               $1,700                 

Total balance due upon initiation                                                                                                                       $2,450

Total balance due upon completion                                                                                                      $1,700

Terms: Due upon receipt

Please bank wire funds in USD:

To: JPMorgan Chase Bank                                              Beneficiary:

ABA/Routing Number: 021000021                                   SIS International Research, Inc.

Swift Code: CHASUS33                                                    11 East 22nd Street, 2nd Floor

                                                                                             New York, NY10010

Beneficiary Bank:

JPMorgan Chase Bank

2 New Hempstead Road                                                   Account #310070352965

New City, NY 10956                                                         Federal Tax ID# 20-2961030

For Payments by check:

SIS International Research Inc

11 East 22^nd Street,

Floor 2

New York, New York 10010

For payments by credit card:

Please inquire with your SIS project manager.

예시) SIS의 Purchase Order (PO)

SIS International Research

11 E. 22nd Street, 2nd Floor

New York, NY 10010

T: (212) 505-6805 | Fax: (212) 505-0284

E-Mail: Research@SISinternational.com

Sung Youn Pak

CEO CREVATE                                                                                                             May 4, 2012

4^th floor, 81-1, Cheongdam-dong
Gangnam-gu
Seoul 135-100
Korea, South
Cell. 82.10-9064-6482

Tel.82.2-514-6482
Email.ceo@crevate.com

 예시) Crevate가 SIS에 보낸 이메일 - PO에 관한 커뮤니케이션 - 1

Dear Ruth Stanat,

I have some question about the contract

1. What is the difference between "costs per interview" and "incentive"? What does "costs per interview" include?

2. When will be the deadline of the transcripts? I would like to have it right after the interviews.

Sincerely,

SungYoun Pak

예시) SIS가 보낸 답변 이메일

Dear SungYoun Pak

1. What is the difference between "costs per interview" and "incentive"? What does "costs per interview" include? The cost per interview is the cost of our moderator to conduct the interview

The incentive is the incentive payment per interview

2. When will be the deadline of the transcripts? I would like to have it right after the interviews. It takes us at least 3 days to deliver a transcript to you

예시) Crevate가 SIS에 보낸 이메일 - PO에 관한 커뮤니케이션 - 2

Dear Ruth Stanat,

In the last email,

1. What is the difference between "costs per interview" and "incentive"? What does "costs per interview" include? The cost per interview is the cost of our moderator to conduct the interview 

But in the PO you gave us, "couducting interview" is our responsibility. We requested that SIS only does the "recruiting" and "incentive handling." 

You got it right on the PO.

If the costs per interview is the cost of our moderator to conduct the interview, then wouldn't our cost be lower?

Sincerely,

SungYoun Pak

예시) Crevate가 SIS에 보낸 이메일 - PO에 관한 커뮤니케이션 - 3

Dear Ruth Stanat,

There are couple of more things to point out in the initial PO.

1. The cost - like I mentioned in the last email. We believe that "the costs per interview" should be eliminated from the cost.

2. Location - We would like to have the interview done in the New York City Area, not New York Area (in the PO). 

3. Transcript - The transcripts should be delivered to us in three days after the interview. This should be included in "SIS responsibility."

4. Description/Comment - We would like to have some comments or descriptions about why each of the 10 candidates fit in certain lifestyle category.

Thank you. I'll be waiting for your reply.

Sincerely,

SungYoun Pak

예시) Crevate가 SIS에 보낸 이메일 - PO에 관한 커뮤니케이션 - 4

Dear SIS research team,

These are some personas we are expecting from this recruitment process.

Well-being

1.    A male user who does relatively a lot of sports activity for profession or hobby and maintains a good body fit.

2.    A female user who not only works out but also loves managing her diet, body, and skin condition.

Productivity

1.    A person who moves around often and works out of his office because of the nature of his/her job

2.    User who does creative works using high-tech input devices, deals with images, or needs inspiration from daily life (ex. Designers, architects, creative directors, marketing executives, etc.)

3.    Working mom who has to take care of both her job and her family.

4.    A user who needs to manage a lot of images.

Consuming

1.    A single woman who is sensitive to trend and explores online and offline shopping malls regardless of buying.

2.    A housewife who is interested in buying not only fashion products but also overall lifestyle items with great care about price and quality.

3.    Discount hunters who use online coupon, social commerce, popup sales, and any other means of getting a discount.

Entertainment

1.    A family-oriented person who loves playing games or entertainment contents (ex. Education apps, e-Book) with families/kids.

2.    A student who actively uses imaging tools with his/her mobile devices

Local experience 

1.    A person who can afford and enjoys travelling for his leisure

2.    A college student who uses SNS like Facebook or LBSNS like Foursquare to share every aspect of his daily life.

These are just examples, but we are expecting someone like this.

I hope this gets you an idea of who we are looking for.

예시) SIS에서 온 답변 이메일

Dear Sung Youn,

When my associate Andrew Hoffmann contacted you yesterday, I thought we were at an understanding of what was required of us.  Unfortunately this email from you has raised the need for additional clarification. 

The cost - like I mentioned in the last email. We believe that "the costs per interview" should be eliminated from the cost.

Correct, since we now more clearly understand that you are doing the actual interviewing, we can remove this.

Location - We would like to have the interview done in the New York City Area, not New York Area (in the PO). 

This will be changed.

Transcript - The transcripts should be delivered to us in three days after the interview. This should be included in "SIS responsibility."

If you are doing the interviews, we don’t quite understand how we can we deliver transcripts to you.  The only way is if you send us audio recordings of your interviews, which we would be happy to send to a transcription service.  I am hopeful these can be completed in 3 days (it depends on the length of the interviews and other factors).

Description/Comment - We would like to have some comments or descriptions about why each of the 10 candidates fit in certain lifestyle category.

Our understanding for this project is that we would send the link to your screener to a number of our panel members (we have sent it to 100 panel members already) in the hopes of getting 10 candidates.  We can determine that they are smartphone users and some additional demographic information, but our panel is not specific enough to have any of the lifestyle attributes you have specified.  Therefore, we can’t target to those specific statements you have given us.

(From previous correspondence)  The quotation clearly says, "N=10 respondents – further details as in section Sample Requirements; subject selection by customer after considering screening questionnaire: N=5 to be interviewed after selected by the client based on screener and N=5 as backups in case of no-shows."  We wanted you to select 5 interviews out of 10 candidates of the requirement from whatever pool you have.

If we do not have access to the data that the people filled out, and specific targeted direction from you on what answers on the online questionnaire determine how a person is categorized, how can we pick 10 people?

We would appreciate some clarification of what your needs are based on the above.  When we receive that we would be happy to update the PO and continue work on this project.

Best regards,

David Warhaftig

예시) Crevate가 SIS에 보낸 이메일 - PO에 관한 커뮤니케이션 - 5

Dear David,

I understand what you are talking about. We are conducting the interview, but we wanted you to contact the interviewees and arrange the meeting. 

Also, we would like to have a person to guide us to the interview location. (Please put this in SIS responsibilities as well)

I will share the Google Form with one of you to share the incoming results. Please send me the person's email.

Please send the form to as many appropriate people as possible to increase the chance of getting the personas we want. After that you can use that data to select the 10 candidates. If our form is not sufficient, I expect you to contact some people personally to see if they fit into our request.

We will give you the transcript audio/video files right after the interview, so that we can receive them in three days. (Please put this in SISresponsibilities as well)

Sorry for the misunderstanding. I'll be waiting for your revised PO.

Thank you.

Sincerely,

SungYoun Pak 

예시) SIS에서 리쿠르팅의 시작을 알리는 이메일

Hi Sung Youn Pak,

I have sent 100 smart phone users in our panel your Google docs link.

Please let us know which of them you wish us to contact and set up the home interviews with.

Best regards,

Andrew Hoffmann

Project Manager

예시) Crevate에서 고른 인터뷰 대상자에 대한 이메일

Dear Andrew,

I attached my signature for the PO. I sent the initial fee already. Please check.

Also we decided 9 candidates.

1. Entertainment - Elvis Trivino (If we cannot visit his home, we want to have an interview elsewhere.Somewhere we can do video/voice recording.)

2. Local Info - Lee-Sean Huang, Pete Liberopoulos

3. Productivity - Ernesto Ortiz, Thomas Yeung

4. Consuming - Laurie Sateja, Corinne

5. Well-being - Abigail Wright, Sheri Wilner

Bold names are our first choices. Please try to make arrangements with these people first.

I attached our schedule from May 21-23. There are two confirmed schedule for us, so please arrange the interview to other slots.

If any of the first choices cannot make it in this period, please contact the backup and notify me.

Thanks,

SungYoun Pak

예시) SIS에서 인터뷰에 대한 질문 이메일

Hi SungYoun Pak,

We are calling and scheduling these participants and I will send you the updated schedule later today.

A question though: what will the participants need to bring or have on them for these interviews? I want to be sure that the participants are able to do the interviews, and if they need to bring something, we will tell them as we are scheduling them.

Best regards,

Andrew Hoffmann

Project Manager

예시) SIS에서 잡은 인터뷰 스케쥴

예시) 스케쥴 조정을 요청하는 Crevate의 이메일

Hi Andrew.

Everything look great except that Lee Sean Huang's schedule collapses with our existing schedule. We need to get to 530 W 25TH ST STE 502 NEW YORK, NY by 6.30 pm on Tuesday. 

Since we are expecting 2 hours for each interview if Huang's interview starts at 5pm then we cannot make it to the next schedule, considering the locations and timing. Is it possible to start Huang's interview an hour earlier? Or is it possible to have him after Elvis Trivino's interview on Monday?

Also, how is the last interview arrangement going with "productivity" category?

Thanks,

예시) Initial Fee를 먼저 해결해달라는 SIS의 이메일

Dear Sung Young Pak and team,

We hope that you had a good week end.  I am following up on the bank wire payment for our initial invoice [see attached].

It is our policy to receive this payment prior to initiation of the project.

Please let me know when we can expect this bank wire this week.

Best Regards,

Ruth Stanat

예시) 프로젝트가 끝난 후 쓰이지 않은 Cost에 대한 이메일

Dear Ruth and team,

First of all, Thank you for replacing Laurie for Ann. We respect your fast response.

I think we had a different understanding of "escort." First, we thought the transportation cost of $50 was moving in a vehicle, but it was through subway, and we ended up being escorted on the first interview. The rest, we had to do it on our own. The issue here is the escort cost (transportation cost on the invoice). All we utilized was the 20$ on the first day for taxi, the rest $200 remains. 

We want this money subtracted from the payment, or want you to do one more transcript for our expert interview (different from the 5 interviewsSIS helped us). The transcript fee is $200, so we think it matches.

Please tell us how you want to deal with this issue.

The rest of the audio file will be shared through dropbox. We will share a Dropbox folder and share it with this email address. Please send us the transcript in three days.

Sincerely,

Sung Youn Pak  

예시) SIS의 답변 이메일

We are fine with subtracting the travel costs.  However just to clarify, we offered to escort you to the visits.  My understanding is that you told us you would be happy to do it yourselves.

David Warhaftig

예시) 최종 프로젝트 종료를 알리는 Crevate의 이메일

Dear Ruth and team,

Since we received the last transcript, we, Crevate, and SIS have completed this project. 

We appreciate your fast and accurate work. It was very crucial for our project. 

The payment issue - Total balance due upon completion will be $825 ($1075 - $250), since we agreed on subtracting the local travel fees.

We want to make sure that your ABA/Routing Number is 021000021 at JPMorgan Chase Bank, Swift Code CHASUS33.

We will resolve the payment as soon as we get the reply. We deal with deposits every 15th of the month, so it will be done around after two weeks.

We are a consultancy dealing with domestic and global projects. It was a pleasant experience working with SIS. 

We hope to work with you again in the future.

Sincerely,

SungYoun Pak

예시) SIS가 보낸 Final Invoice와 답변 이메일

Dear Sung Yuon,

Thanks for your kind thoughts.  We will send you the final invoice and hope to work with you again.  I will confirm the bank info when I get in tomorrow.

David Warhaftig

Sung Youn,

Here is the final invoice.  I am fairly sure the bank info on the invoice is correct.

David Warhaftig