Closed-Won Deal Review: Discovery to Handoff

Thank you for agreeing to share your feedback on your recent purchase experience. This survey takes approximately 11 minutes. Your responses are confidential, will be reported only in aggregate, and will be used to improve our sales process. There are no right or wrong answers—we value your honest perspective. Participation is voluntary and you may stop at any time. As you respond, please think about the sales process that led to your most recent purchase with us.

Have you completed a purchase with us within the last 90 days?

• Yes
• No

Overall, how effective was the sales process in helping you make a purchase decision?

Our sales team asked thoughtful questions about our business challenges.

The proposed solution addressed our most critical problems.

How clear were the next steps after you decided to purchase?

Thinking about your overall experience with our sales process, what could we have done differently to better understand your needs or make the transition to post-sale smoother?

Which best describes your role in this purchase?

• Economic buyer or decision maker
• Technical evaluator
• Day-to-day user
• Procurement
• Executive sponsor
• Other (please specify)

Thank you for your time. Your feedback will directly inform how we improve our sales and onboarding experience.

Approximately how long did it take from your first sales conversation to your purchase decision?

• Less than 2 weeks
• 2–4 weeks
• 5–8 weeks
• 9–12 weeks
• More than 12 weeks
• I'm not sure

Our sales team demonstrated a clear understanding of our priorities.

Product features and capabilities were clearly mapped to our specific needs.

The implementation timeline and milestones were clearly communicated.

Based on your responses throughout this survey, is there anything else you would like to share about your purchase experience?

Approximately how many employees are in your organization?

• 1–49
• 50–199
• 200–999
• 1,000–4,999
• 5,000+

Our sales team spent more time listening than presenting.

The business case presented was compelling and relevant to our situation.

My primary point of contact after the sale was clearly identified.

Which industry best describes your organization?

• Technology
• Financial services
• Healthcare
• Manufacturing
• Retail or consumer goods
• Education
• Government or nonprofit
• Other (please specify)

Which problems were most important for you to solve with this purchase? Select up to three.

• Cost control or efficiency
• Process automation
• Reliability or uptime
• Compliance or security
• Usability or adoption
• Analytics or insights
• Integration with existing tools
• Scalability or future-proofing
• Other (please specify)

Which of the following did our team provide during the sales process? Select all that apply.

• Live product demo
• Custom demo or tailored walkthrough
• Proof of concept or trial
• ROI or TCO analysis
• Relevant case studies
• Security or compliance review
• Customer references
• Technical documentation
• Pricing breakdown and assumptions
• Other (please specify)

The scope of what was included versus not included was well defined.

Where are you primarily based?

• North America
• Europe
• Asia-Pacific
• Latin America
• Middle East & Africa

The training and onboarding plan was clearly outlined.

How confident were you that the handoff to post-sale or implementation would go smoothly?