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Sales & Revenue

Sales Follow-Up Effectiveness Survey

Measures how prospects and customers experienced your sales team's follow-up after a demo, quote, or consultation — speed, relevance, and whether it actually moved their decision forward. An AI follow-up interview digs into the specific moment follow-up helped or stalled the deal, giving sales leaders concrete coaching material instead of a generic satisfaction score.

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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
Q01
メッセージ

Thanks for taking a few minutes to reflect on your recent conversation with our sales team. Your responses are completely confidential and anonymized. Your honest feedback helps us follow up better next time — this takes about 7 minutes.

Q02
選択式必須

What was the most recent interaction you had with our sales team?

  • Product demo
  • Pricing/quote request
  • Sales consultation call
  • Trade show or event conversation
  • Inbound inquiry response
Q03
選択式必須

Where does that opportunity or purchase stand today?

  • We purchased/signed
  • We're still evaluating
  • We decided not to move forward
  • It's on hold internally
Q04
オピニオンスケール必須

How would you rate the speed of follow-up after that interaction?

スケール: 1 – 5
最小:Much too slow最大:Very prompt
Q05
マトリクス必須

How much do you agree with each statement about the follow-up you received?

4行 × 5列
  • It was tailored to my specific needs, not generic
  • It addressed the questions or concerns I raised
  • It was easy to understand and act on
  • It moved my decision forward
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q06
選択式

Which channel do you prefer for sales follow-up?

  • Email
  • Phone call
  • Text/SMS
  • Video message
  • Scheduled video call
Q07
ベスト・ワースト選択（MaxDiff）必須

When you're evaluating a purchase, which of these follow-up materials matter most to you?

  • Pricing details or quote breakdown
  • Case studies from similar companies
  • Technical specifications
  • ROI or cost-savings calculator
  • Reference customer contacts
  • Implementation timeline
  • Contract terms overview
各セットで最も良いもの・最も悪いものを選択最も良い:Most valuable最も悪い:Least valuable
Q08
AIインタビュー

Reconstruct one concrete moment in this respondent's follow-up experience: what the sales rep sent or said, whether it answered a real open question, and whether it changed the pace of their decision. Anchor on the lowest-rated statement from their agreement ratings and ask what specifically was missing or off. If the deal stalled or was lost, probe what a better follow-up would have contained and when it should have arrived; if they purchased, probe which single follow-up moment tipped the decision.

Q09
オピニオンスケール必須

Based on this follow-up experience, how likely are you to work with us again or recommend us to a colleague?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q10
選択式

Roughly how many people are in your organization?

  • 1-50
  • 51-200
  • 201-1,000
  • 1,001-5,000
  • 5,000+
Q11
選択式

What best describes your role in this purchase decision?

  • Final decision-maker
  • Key influencer/recommender
  • End user, not involved in decision
  • Procurement/finance approver
  • Prefer not to say
Q12
メッセージ

That's everything — thank you for the honest feedback! Your responses go directly to our sales leadership to sharpen how and when we follow up.

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 one concrete moment where follow-up helped or stalled the deal, giving sales leaders specific coaching material instead of a generic score
  • Combines quantitative measures (opinion scale on follow-up speed, matrix agreement statements, max-diff on which materials matter most) with open-ended probing in a single flow
  • Segments respondents by role in the purchase decision and organization size, so results can be cut by buyer type rather than treated as one undifferentiated pool
  • Closes with a transparent chat message telling respondents their answers go directly to the team, and produces an auto-generated report without manual tallying

QuestionPro

Sales Followup Survey Template

This is a directly comparable, ready-to-field template covering post-sale follow-up experience, similar in intent to ours. It relies on standard closed-ended question types (ratings, multiple choice) without any adaptive interviewing layer. As with most QuestionPro templates, it's positioned as a customizable starting point rather than a fixed instrument.

優れている点

  • Purpose-built specifically for sales follow-up feedback, matching the same use case
  • Backed by an established survey platform with broad question-type and logic support
  • Likely customizable within QuestionPro's larger survey-building ecosystem

物足りない点

  • No adaptive AI follow-up interview to probe the specific moment follow-up succeeded or failed — respondents can't be asked a dynamic 'why' beyond fixed questions
  • No voice AI interview option or guided screen-share task for richer qualitative detail
  • No indication of transparent, published prompt methodology or automated per-response quality scoring

よくあるご質問

「Sales Follow-Up Effectiveness 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 reflect on your recent conversation with our sales team. Your responses are completel…」・「What was the most recent interaction you had with our sales team?」・「Where does that opportunity or purchase stand today?」。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。

このテンプレートを使う無料で始める

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