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Sales Leadership Check-In: Manager Effectiveness Survey

A quarterly pulse for sales reps on how well their frontline leadership is coaching, unblocking deals, and driving pipeline — with an AI follow-up that digs into the specific moment leadership helped or failed to help, not just an average rating.

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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

Hi! This check-in is about the leadership and coaching you're getting as a sales rep — not the company overall. Honest answers help your manager and their manager improve. About 5 minutes, fully confidential.

Q02
選択式必須

In the last 30 days, how many one-on-one conversations did you have with your direct manager?

  • None
  • One
  • Two to three
  • Four or more
Q03
マトリクス必須

How much do you agree with each statement about your direct manager over the last quarter?

5行 × 5列
  • Sets clear, achievable targets
  • Gives useful coaching on active deals
  • Removes blockers quickly when I'm stuck
  • Recognizes good work in a way that feels genuine
  • Communicates changes to territory, comp, or process clearly
列: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
オピニオンスケール必須

How likely are you to tell a peer joining the team that this manager is worth working for?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q05
ランク付け必須

Rank these areas by how much more support you'd want from leadership right now (top = most needed).

  1. Help prioritizing which deals to focus on
  2. Coaching on objection handling / negotiation
  3. Clearer territory or account assignments
  4. Faster escalation on stuck or at-risk deals
  5. More recognition for wins
  6. Career growth conversations
ドラッグして順位を付ける
Q06
選択式必須

Think of the last time a deal stalled or you hit a blocker. Did leadership help you resolve it in a timely way?

  • Yes, quickly
  • Eventually, but slower than I needed
  • No, I resolved it myself
  • No, it's still unresolved
  • Hasn't come up recently
Q07
AIインタビュー

Probe the respondent's lowest-rated statement in the leadership battery or their manager recommendation score, whichever signals more friction. Get a specific, recent example: what happened, what the manager did or didn't do, and what a better response would have looked like. If they mention an unresolved blocker on a deal, ask what's still stuck and what they need to move it forward.

Q08
ポイント配分必須

If you could redesign how your manager spends their time with you, how should 100 points be split across these activities?

  • Pipeline / forecast reviews
  • Live deal coaching or ride-alongs
  • Unblocking stuck deals
  • Administrative or reporting tasks
  • Career development conversations
100ポイントを配分
Q09
選択式必須

How satisfied are you with how your contributions have been recognized in the last quarter?

  • Very dissatisfied
  • Dissatisfied
  • Neutral
  • Satisfied
  • Very satisfied
Q10
選択式

How long have you been on this sales team under your current manager?

  • Less than 3 months
  • 3-11 months
  • 1-2 years
  • More than 2 years
  • Prefer not to say
Q11
選択式

What is your current role level?

  • Individual contributor / rep
  • Team lead
  • Front-line manager
  • Prefer not to say
Q12
メッセージ

Thanks for the honest input. Responses are aggregated across the team and shared with sales leadership to shape coaching priorities and manager training — no individual answers are singled out.

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 digs into the respondent's lowest-rated leadership statement or the specific moment a deal stalled — not just an averaged coaching score.
  • Directly ties manager effectiveness to sales outcomes with a targeted question on whether leadership helped unblock a stalled deal, plus a one-on-one frequency check.
  • Uses a constant-sum question to force tradeoffs on how a manager's time should be reallocated, and a ranking question to prioritize support areas — richer than flat satisfaction scales.
  • Segments by tenure under the current manager and role level, and closes with a transparent note that responses are aggregated and shared back to the team.

QuestionPro

Coronavirus leadership check-in sample survey template

This is a static leadership check-in template originally built for pandemic-era remote-work conditions, not for sales managers or pipeline/coaching topics specifically. It's a fielding-ready form on an established platform, but its scope is generic leadership sentiment rather than sales-specific coaching moments.

優れている点

  • Backed by a mature survey platform with broad template variety
  • Ready to field immediately with standard leadership-sentiment questions
  • Likely supports basic branching and reporting typical of QuestionPro's toolset

物足りない点

  • Static question set with no adaptive AI follow-up to probe a specific coaching win or failure
  • Built around generic/coronavirus-era remote leadership, not sales pipeline or deal-blocker scenarios
  • No published methodology for how any scoring or summarization is generated

SurveyMonkey

Leadership Remote Work Check-In Template

A fielding-ready template, but explicitly framed around remote-work/COVID-era leadership check-ins rather than sales team coaching or pipeline support. It's a general leadership pulse survey, not tailored to quota-carrying reps or deal-stage blockers.

優れている点

  • Well-known platform with reliable distribution and reporting tools
  • Simple, ready-to-use question set for general leadership feedback
  • Familiar UI likely to have high response completion rates

物足りない点

  • No adaptive AI interview to follow up on a low rating or a specific stalled-deal moment
  • Not designed for sales-specific context (no deal-blocker or pipeline coaching questions)
  • No transparent prompt or scoring methodology published

よくあるご質問

「Sales Leadership Check-In: Manager 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：「Hi! This check-in is about the leadership and coaching you're getting as a sales rep — not the company overall. Honest a…」・「In the last 30 days, how many one-on-one conversations did you have with your direct manager?」・「How much do you agree with each statement about your direct manager over the last quarter?」。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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