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모든 템플릿

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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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 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
객관식필수

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
객관식필수

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
의견 척도필수

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

척도: 1 – 5
최소:Much too slow최대:Very prompt
Q05
매트릭스필수

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

4개 행 × 5개 열
  • 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
열: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q06
객관식

Which channel do you prefer for sales follow-up?

  • Email
  • Phone call
  • Text/SMS
  • Video message
  • Scheduled video call
Q07
최선·최악 선택형(MaxDiff)필수

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
세트별 최선·최악 선택최선:Most valuable최악:Least valuable
Q08
AI 인터뷰

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
의견 척도필수

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

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q10
객관식

Roughly how many people are in your organization?

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

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
메시지

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.

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

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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

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