Q01
メッセージ
すべてのテンプレートSales & Revenue
Sales Agent Interaction Feedback Survey
Captures how a prospect or customer experienced a specific interaction with a sales agent — knowledge, listening, responsiveness, and follow-up — plus an AI follow-up interview that reconstructs the exact moment that shaped their rating. Built for sales enablement and revenue leaders auditing rep or agent performance.
設問の例
テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。
全12問・約7分
Q02
選択式必須
How did you most recently interact with the sales agent?
- In person
- Phone call
- Video call
- Live chat / messaging
Q03
オピニオンスケール必須
Overall, how satisfied were you with this interaction?
スケール: 1 – 7
最小:Very dissatisfied最大:Very satisfied
Q04
マトリクス必須
How much do you agree with each statement about the agent you spoke with?
5行 × 5列
- They understood my specific needs
- They demonstrated strong product knowledge
- They responded to my questions promptly
- They were transparent about pricing and next steps
- They followed up appropriately after our conversation
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
オピニオンスケール必須
How likely are you to recommend this company to a friend or colleague based on this experience?
スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q06
選択式必須
Did the agent fully address the main question or concern you brought to the conversation?
- Yes, completely
- Partially
- No, not really
- I didn't have a specific concern
Q07
ベスト・ワースト選択（MaxDiff）
From the list below, which qualities matter most — and least — to you when working with a sales agent?
- Deep product knowledge
- Listening to my actual needs
- Fast response times
- Honest, transparent pricing
- Not being pushy
- Following up reliably
- Clear next steps and timelines
- Personal rapport / friendliness
各セットで最も良いもの・最も悪いものを選択最も良い:Matters most最も悪い:Matters least
Q08
AIインタビュー
Reconstruct the single moment in this interaction that most shaped the respondent's satisfaction rating — what the agent said or did, and how it made them feel. If the rating was low or the concern was only partially addressed, probe exactly what was missing and what the agent should have said or done instead. If the rating was high, probe what specifically stood out so it can be reinforced in coaching.
Q09
自由回答（長文）
Is there anything specific you'd want this sales agent — or our sales team in general — to do differently next time?
Q10
選択式
Which best describes your role in this purchase decision?
- Final decision-maker
- Key influencer
- Researching on behalf of others
- Individual buyer
- Prefer not to say
Q11
選択式
What is the size of your organization? (Leave blank if not applicable)
- Just me
- 2-50 employees
- 51-500 employees
- 501-5,000 employees
- 5,000+ employees
- Prefer not to say
Q12
メッセージ
Thank you for sharing this feedback! Your responses go directly into our sales coaching reviews and help us recognize what's working and fix what isn't.
含まれる機能
AIによる深掘り
自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。
注意確認設問
急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。
AIが作成する設問文
文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。
自動レポート
回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。
他ツールとの比較
ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。
このテンプレートを選ぶ理由
- Includes an AI follow-up interview that reconstructs the specific moment in the interaction that shaped the respondent's rating, not just a rating collection
- Combines quantitative measures (satisfaction and recommendation scales, agreement matrix, max-diff on valued qualities) with open-ended follow-up for context
- Captures purchase-decision role and organization size, letting revenue leaders segment feedback by buyer type and account size
- Closes with a transparent, on-brand chat message confirming the feedback feeds directly into sales coaching, reinforcing respondent trust
SurveySparrow
Salesperson Performance Evaluation Form | Review Sales PerformanceA fielding-ready form aimed at evaluating salesperson performance, likely used by managers rather than customers. It appears structured around static rating criteria rather than reconstructing a specific customer interaction. Good for internal performance reviews but not built to capture the customer's first-hand account of a single moment.
優れている点
- Ready-to-use template focused specifically on salesperson performance evaluation
- Likely supports standard survey distribution and reporting workflows
- Positioned within a broader employee-feedback template library
物足りない点
- No adaptive AI interview to probe why a rating was given or reconstruct the interaction
- No published methodology for how questions or scoring were validated
- Appears oriented toward manager-led evaluation rather than direct customer/prospect voice
Jotform
Agent Feedback Form TemplateA generic, customizable agent feedback form template usable across support or sales contexts. It's a static form-builder template meant to be adapted, not a purpose-built sales-interaction diagnostic. Useful as a quick starting point but lacks any conversational or follow-up depth.
優れている点
- Highly customizable drag-and-drop form builder
- Broad applicability across industries and agent types
- Simple to deploy quickly for basic feedback collection
物足りない点
- No AI-driven follow-up interview to capture the specific moment behind a rating
- Static question set only — no adaptive probing based on responses
- No built-in quality scoring or automated reporting on individual response depth
QuestionPro
Salesperson Evaluation Survey TemplateA structured salesperson evaluation survey template, likely covering knowledge, communication, and responsiveness dimensions similar to our matrix questions. It's a conventional fielding-ready survey rather than one designed to reconstruct a specific interaction moment. Suited for periodic performance tracking rather than moment-level diagnostic feedback.
優れている点
- Established survey template library with enterprise-oriented features
- Likely includes standard rating scales for common sales competencies
- Supports typical survey distribution, logic, and reporting tools
物足りない点
- No adaptive AI interview or voice AI option to explore the reasoning behind ratings
- No mechanism to reconstruct the exact moment that shaped a respondent's satisfaction
- No transparent prompt methodology or automated per-response quality scoring
よくあるご質問
「Sales Agent Interaction Feedback Survey」テンプレートにはどのような設問が含まれていますか？
すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Thanks for taking a few minutes to share how your recent conversation with our sales team went. Your responses are compl…」・「How did you most recently interact with the sales agent?」・「Overall, how satisfied were you with this interaction?」。すべての設問は上でプレビューでき、自由に編集できます。
このアンケートの回答にはどのくらい時間がかかりますか？
回答者は通常、12問を約7分で回答し終えます。
テンプレートは編集できますか？
はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。
このテンプレートは無料で使えますか？
はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。
公開の準備はできましたか？
このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。
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