For: Running the seller interview | Last Updated: May 2026
The seller interview is one of two kickoff calls with a new Toolkit seller. Its purpose is to capture the seller's story for the CIM (Confidential Information Memorandum), which is the marketing document buyers review.
The seller interview is one of the most important content assets we produce for each listing. The edited video lives in the buyer-facing data room (Level 1), where qualified buyers can watch it for an authentic, unscripted look at who the seller is and what makes the business work — something financial statements alone can't convey. A good seller interview also builds rapport with the seller early, which makes the rest of the listing relationship smoother.
Confirm every listing has a completed seller interview. During your monthly check-in, if a seller's interview hasn't happened yet, prioritize getting it scheduled.
For the deeper purpose, sample questions, and process notes, see the Seller Interview — Purpose, Process & Questions reference page.
Schedule the seller interview as soon as possible after the agreement is signed. Target within 7 days. The interview is the second of two kickoff calls — the first is the General Introduction (see Onboarding a New Toolkit Listing).
If the interview is delayed, don't wait to start marketing. The CIM goes live and gets updated after the interview is completed.