Pre-Sales Evaluation and Buying Process Survey

Thanks for taking a few minutes to share feedback on your experience evaluating us so far. Your input helps our sales team support you better. Your responses are completely confidential and anonymized. This should take about 5 minutes.

Which stage best describes where you are in evaluating (Replace with Product/Company Name)?

• Just started researching options
• Actively comparing a few vendors
• In final review with our decision-makers
• Ready to decide, finalizing details
• Already decided against moving forward

How did you first hear about us?

• A colleague or peer recommendation
• Online search
• Social media
• Industry event or conference
• Content (blog, webinar, case study)
• Outbound outreach from your sales team

Rank the following factors from most to least important when deciding whether to purchase a solution like this.

1. Price and total cost of ownership
2. Product features and capabilities
3. Ease of implementation
4. Quality of customer support
5. Vendor reputation and stability
6. Integration with our existing tools

Please rate your experience with the following aspects of our sales process so far:

How confident are you that (Replace with Product/Company Name) will solve the problem you're trying to solve?

The next few questions are about pricing for (Replace with Product/Service Name).

• At what price would you consider (Replace with Product/Service Name) to be so inexpensive that you'd question its quality?
• At what price would you consider it a bargain — a great value for the money?
• At what price would you consider it starting to get expensive, but still worth considering?
• At what price would you consider it too expensive to consider at all?

What's the single biggest obstacle standing between you and a purchase decision right now?

• Price or budget approval
• Getting other stakeholders on board
• Uncertainty the product will deliver expected results
• Need more technical or security review
• Timing — not a priority right now
• Comparing against another vendor

Probe the biggest obstacle the respondent selected: understand exactly what would need to be true for it to be resolved, who else needs to be convinced, and what timeline they're working against. If they said the product's ability to deliver results is uncertain, ask what proof (case studies, a trial, references) would change their mind. If they've already decided against moving forward, find out the real dealbreaker and whether anything could reopen the conversation.

Overall, how would you rate your experience with our sales team so far?

What's the approximate size of your organization?

• 1-50 employees
• 51-200 employees
• 201-1,000 employees
• 1,001-5,000 employees
• 5,000+ employees
• Prefer not to say

Which best describes your role in this purchase decision?

• Primary decision-maker
• Influencer / recommender
• End user, not involved in the decision
• Budget approver
• Prefer not to say

Thanks for sharing where things stand — this helps our team support you, and buyers like you, better throughout the process. Your responses go directly to our sales and product teams and are never used against you in negotiations.