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Sales & Revenue

Salesperson Performance Evaluation Survey

Captures how a customer experienced a specific salesperson — knowledge, listening, responsiveness, honesty, and follow-through — plus an AI follow-up interview that reconstructs the moment behind their overall rating instead of a generic impression. Built for sales managers, CX teams, and CRM owners auditing individual rep performance after a call, meeting, or deal.

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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 share feedback on the salesperson you worked with. Your honest input helps them improve and helps their manager coach effectively. Your responses are completely confidential and anonymized. This takes about 7 minutes.

Q02
選択式必須

How did you most recently interact with this salesperson?

  • In-person meeting
  • Phone call
  • Video call
  • Email or chat only
  • A mix of these
Q03
数値

In the last 3 months, how many separate times have you interacted with this salesperson?

Q04
評価スケール必須

Overall, how would you rate this salesperson?

範囲: 1 – 5
最小:Poor最大:Excellent
Q05
マトリクス必須

Rate this salesperson on each of the following:

5行 × 5列
  • Product or service knowledge
  • Listened to and understood my needs
  • Responsiveness to my questions or requests
  • Honesty and transparency
  • Followed through on what they promised
列: Poor · Fair · Good · Very good · Excellent
Q06
オピニオンスケール必須

How likely are you to recommend working with this salesperson to a friend or colleague?

スケール: 0 – 10
最小:Not at all likely最大:Extremely likely
Q07
選択式必須

Did the salesperson follow up when they said they would?

  • Yes, on time
  • Yes, but later than expected
  • No, they didn't follow up
  • Not applicable — no follow-up was needed
Q08
AIインタビュー

Probe the reasoning behind the recommendation score the respondent gave, anchoring on whichever behavior they rated lowest in the earlier ratings (for example, responsiveness or follow-through). Ask for a specific moment from their interaction with the salesperson that shaped their impression, what the salesperson did or didn't do, and what would have moved their score up or down a point. If they rated everything highly, ask what specifically makes this salesperson stand out compared to others they've worked with.

Q09
ベスト・ワースト選択（MaxDiff）

When working with a salesperson, which of these qualities matter most to you — and which matter least?

  • Deep product or service knowledge
  • Listening carefully to my needs
  • Fast responsiveness
  • Honesty, even when the answer is inconvenient
  • Following through on commitments
  • Creative problem-solving
  • Flexibility on pricing or terms
  • Overall professionalism
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
Q10
自由回答（長文）

Anything else you'd like to share about your experience with this salesperson — good or bad?

Q11
選択式

Which best describes your role in this purchase decision?

  • Final decision-maker
  • Influencer/recommender
  • End user of the product or service
  • Other
  • Prefer not to say
Q12
メッセージ

That's everything — thank you! Your feedback is shared directly with the salesperson's manager to recognize strong performance and coach where it's needed.

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

  • Goes beyond a single overall rating with a matrix scoring knowledge, listening, responsiveness, honesty, and follow-through side by side
  • Includes an AI follow-up interview that probes the reasoning behind the recommendation score, reconstructing the actual moment behind the number instead of stopping at a scale
  • Uses a max-diff exercise to reveal which qualities (e.g., honesty vs. responsiveness) actually matter most to the respondent, not just how the rep scored on each
  • Captures interaction context (recency, frequency, role in purchase decision, whether follow-through happened) so managers can act on findings with the right context, not just a raw score

QuestionPro

Salesperson Evaluation Survey Template

A directly comparable fielding-ready template for evaluating salesperson performance from the customer's perspective. It appears to rely on standard rating and multiple-choice question types typical of QuestionPro's survey builder. There's no indication it includes any adaptive or voice-based follow-up interview component.

優れている点

  • Purpose-built for evaluating individual salesperson performance
  • Backed by an established, full-featured survey platform with broad question-type support
  • Likely quick to deploy for teams already on QuestionPro

物足りない点

  • No adaptive AI follow-up interview to probe the reasoning behind a rating — responses are limited to static question types
  • No mention of voice AI interview capability or guided screen-share tasks
  • No transparent, published methodology or prompt logic for how deeper feedback would be gathered

よくあるご質問

「Salesperson Performance Evaluation 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 feedback on the salesperson you worked with. Your honest input helps them impro…」・「How did you most recently interact with this salesperson?」・「In the last 3 months, how many separate times have you interacted with this salesperson?」。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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