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Sales & Revenue

Sales Agent Interaction Feedback Survey

Captures how a prospect or customer experienced a specific interaction with a sales agent — knowledge, listening, responsiveness, and follow-up — plus an AI follow-up interview that reconstructs the exact moment that shaped their rating. Built for sales enablement and revenue leaders auditing rep or agent performance.

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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 how your recent conversation with our sales team went. Your responses are completely confidential and anonymized. Your honest feedback helps us coach and improve — this should take about 7 minutes.

Q02
객관식필수

How did you most recently interact with the sales agent?

  • In person
  • Phone call
  • Video call
  • Live chat / messaging
  • Email
Q03
의견 척도필수

Overall, how satisfied were you with this interaction?

척도: 1 – 7
최소:Very dissatisfied최대:Very satisfied
Q04
매트릭스필수

How much do you agree with each statement about the agent you spoke with?

5개 행 × 5개 열
  • They understood my specific needs
  • They demonstrated strong product knowledge
  • They responded to my questions promptly
  • They were transparent about pricing and next steps
  • They followed up appropriately after our conversation
열: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
의견 척도필수

How likely are you to recommend this company to a friend or colleague based on this experience?

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q06
객관식필수

Did the agent fully address the main question or concern you brought to the conversation?

  • Yes, completely
  • Partially
  • No, not really
  • I didn't have a specific concern
Q07
최선·최악 선택형(MaxDiff)

From the list below, which qualities matter most — and least — to you when working with a sales agent?

  • Deep product knowledge
  • Listening to my actual needs
  • Fast response times
  • Honest, transparent pricing
  • Not being pushy
  • Following up reliably
  • Clear next steps and timelines
  • Personal rapport / friendliness
세트별 최선·최악 선택최선:Matters most최악:Matters least
Q08
AI 인터뷰

Reconstruct the single moment in this interaction that most shaped the respondent's satisfaction rating — what the agent said or did, and how it made them feel. If the rating was low or the concern was only partially addressed, probe exactly what was missing and what the agent should have said or done instead. If the rating was high, probe what specifically stood out so it can be reinforced in coaching.

Q09
장문형

Is there anything specific you'd want this sales agent — or our sales team in general — to do differently next time?

Q10
객관식

Which best describes your role in this purchase decision?

  • Final decision-maker
  • Key influencer
  • Researching on behalf of others
  • Individual buyer
  • Prefer not to say
Q11
객관식

What is the size of your organization? (Leave blank if not applicable)

  • Just me
  • 2-50 employees
  • 51-500 employees
  • 501-5,000 employees
  • 5,000+ employees
  • Prefer not to say
Q12
메시지

Thank you for sharing this feedback! Your responses go directly into our sales coaching reviews and help us recognize what's working and fix what isn't.

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 the specific moment in the interaction that shaped the respondent's rating, not just a rating collection
  • Combines quantitative measures (satisfaction and recommendation scales, agreement matrix, max-diff on valued qualities) with open-ended follow-up for context
  • Captures purchase-decision role and organization size, letting revenue leaders segment feedback by buyer type and account size
  • Closes with a transparent, on-brand chat message confirming the feedback feeds directly into sales coaching, reinforcing respondent trust

SurveySparrow

Salesperson Performance Evaluation Form | Review Sales Performance

A fielding-ready form aimed at evaluating salesperson performance, likely used by managers rather than customers. It appears structured around static rating criteria rather than reconstructing a specific customer interaction. Good for internal performance reviews but not built to capture the customer's first-hand account of a single moment.

잘하는 점

  • Ready-to-use template focused specifically on salesperson performance evaluation
  • Likely supports standard survey distribution and reporting workflows
  • Positioned within a broader employee-feedback template library

아쉬운 점

  • No adaptive AI interview to probe why a rating was given or reconstruct the interaction
  • No published methodology for how questions or scoring were validated
  • Appears oriented toward manager-led evaluation rather than direct customer/prospect voice

Jotform

Agent Feedback Form Template

A generic, customizable agent feedback form template usable across support or sales contexts. It's a static form-builder template meant to be adapted, not a purpose-built sales-interaction diagnostic. Useful as a quick starting point but lacks any conversational or follow-up depth.

잘하는 점

  • Highly customizable drag-and-drop form builder
  • Broad applicability across industries and agent types
  • Simple to deploy quickly for basic feedback collection

아쉬운 점

  • No AI-driven follow-up interview to capture the specific moment behind a rating
  • Static question set only — no adaptive probing based on responses
  • No built-in quality scoring or automated reporting on individual response depth

QuestionPro

Salesperson Evaluation Survey Template

A structured salesperson evaluation survey template, likely covering knowledge, communication, and responsiveness dimensions similar to our matrix questions. It's a conventional fielding-ready survey rather than one designed to reconstruct a specific interaction moment. Suited for periodic performance tracking rather than moment-level diagnostic feedback.

잘하는 점

  • Established survey template library with enterprise-oriented features
  • Likely includes standard rating scales for common sales competencies
  • Supports typical survey distribution, logic, and reporting tools

아쉬운 점

  • No adaptive AI interview or voice AI option to explore the reasoning behind ratings
  • No mechanism to reconstruct the exact moment that shaped a respondent's satisfaction
  • No transparent prompt methodology or automated per-response quality scoring

자주 묻는 질문

“Sales Agent Interaction Feedback Survey” 템플릿에는 어떤 질문이 포함되어 있나요?

바로 사용할 수 있는 질문 12개가 포함되어 있으며, 처음 질문은 다음과 같습니다: “Thanks for taking a few minutes to share how your recent conversation with our sales team went. Your responses are compl…” · “How did you most recently interact with the sales agent?” · “Overall, how satisfied were you with this interaction?”. 전체 질문은 위에서 미리 볼 수 있고 모두 수정 가능합니다.

이 설문을 완료하는 데 얼마나 걸리나요?

응답자는 보통 질문 12개를 약 7분 안에 완료합니다.

템플릿을 수정할 수 있나요?

네. 설문을 공개하기 전에 모든 질문, 답변 옵션, 순서를 자유롭게 수정할 수 있습니다. 질문을 추가·삭제하거나 AI 편집기에 연구 목표에 맞춘 재구성을 요청할 수도 있습니다.

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네. 편집기에서 바로 열어 수정을 시작할 수 있습니다. 체험에는 계정이 필요 없으며, 무료 플랜으로 설문을 공개할 수 있습니다.

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