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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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샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 12개 · 약 7분
Q01
메시지

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
객관식필수

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
숫자

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

Q04
평점 척도필수

Overall, how would you rate this salesperson?

범위: 1 – 5
최소:Poor최대:Excellent
Q05
매트릭스필수

Rate this salesperson on each of the following:

5개 행 × 5개 열
  • 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
열: Poor · Fair · Good · Very good · Excellent
Q06
의견 척도필수

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

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q07
객관식필수

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 인터뷰

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
최선·최악 선택형(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
세트별 최선·최악 선택최선:Matters most최악:Matters least
Q10
장문형

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

Q11
객관식

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
메시지

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.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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

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