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eCommerce Readiness Survey Template: Collateral & Training

Use this survey template to audit ecommerce readiness—collateral, training, and objection handling. 7–10 min, anonymous.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Multiple Choice
Which function best describes your role?
  • Customer Support
  • Sales/Business Development
  • Operations/Fulfillment
  • Marketing
  • Product/UX
  • Warehouse/Logistics
  • Finance
  • Other
Q2
Dropdown
How long have you been in your current role?
  • Less than 3 months
  • 3–6 months
  • 7–12 months
  • 1–2 years
  • 3–5 years
  • 6+ years
Q3
Multiple Choice
Do you directly handle customer inquiries or objections in your role?
  • Yes
  • No
Q4
Opinion Scale
How easy is it to find the right collateral when you need it?
Range: 1 10
Min: Very hardMid: NeutralMax: Very easy
Q5
Matrix
For each collateral type, indicate current availability/usefulness.
RowsNot availableAvailable—don’t useOccasionally usefulUsually usefulEssential
Product spec sheets
Return/exchange policy explainer
Pricing/discount guidance
Shipping/ETA cheat sheet
Comparison vs competitors
Troubleshooting guides
Prewritten responses/macros
Q6
Long Text
What collateral is missing or needs improvement?
Max 600 chars
Q7
Ranking
Rank your preferred training formats (top = most preferred).
Drag to order (top = most important)
  1. Live instructor-led sessions
  2. Short how-to videos
  3. Searchable knowledge base/wiki
  4. Peer shadowing/mentoring
  5. Printable job aids/cheat sheets
  6. Scenario-based simulations
Q8
Rating
How confident are you handling common customer scenarios today?
Scale: 10 (star)
Min: Not confidentMax: Very confident
Q9
Multiple Choice
Attention check: Please select "Agree" below.
  • Strongly disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly agree
Q10
Opinion Scale
Overall, how satisfied are you with the tools and systems supporting your work?
Range: 1 10
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q11
Long Text
Where do processes slow you down most (e.g., approvals, handoffs, data access)?
Max 600 chars
Q12
Constant Sum
Allocate 100 points to what we should prioritize next quarter.
Total must equal 100
  • Collateral improvements
  • Training and enablement
  • Systems/tools reliability
  • Process simplification
  • Analytics and insights
  • Customer research
Min per option: 0Whole numbers only
Q13
Multiple Choice
What is your employment type?
  • Full-time
  • Part-time
  • Contractor
  • Seasonal
  • Intern
  • Prefer not to say
Q14
Multiple Choice
Which best describes your role level?
  • Individual contributor
  • People manager
  • Executive/Director
  • Prefer not to say
Q15
Dropdown
Where do you primarily work?
  • North America
  • Europe
  • APAC
  • Latin America
  • Middle East & Africa
  • Prefer not to say
Q16
Multiple Choice
What is your typical work setting?
  • On-site
  • Hybrid
  • Fully remote
  • Prefer not to say
Q17
Long Text
Any other feedback to improve enablement, collateral, or operations?
Max 600 chars
Q18
AI Interview
AI Interview: 2 Follow-up Questions on your key responses
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q19
Chat Message
Thank you for completing the survey—your input will directly inform our next steps.

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