QuestionPunkQuestionPunk
Start free
All templates

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.

Use this templateBrowse more templates

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

12 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share how your recent conversation with our sales team went. Your honest feedback helps us coach and improve — this should take about 7 minutes.

Q02
Multiple ChoiceRequired

How did you most recently interact with the sales agent?

  • In person
  • Phone call
  • Video call
  • Live chat / messaging
  • Email
Q03
Opinion ScaleRequired

Overall, how satisfied were you with this interaction?

Scale: 1 – 7
Min:Very dissatisfiedMax:Very satisfied
Q04
MatrixRequired

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

5 rows × 5 columns
  • 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
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
Opinion ScaleRequired

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

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q06
Multiple ChoiceRequired

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
Best–Worst Trade-off (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
Pick best & worst per setBest:Matters mostWorst:Matters least
Q08
AI Interview

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
Long Text

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

Q10
Multiple Choice

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
Multiple Choice

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
Message

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.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • 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.

What it does well

  • 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

Where it falls short

  • 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.

What it does well

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

Where it falls short

  • 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.

What it does well

  • 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

Where it falls short

  • 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

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

Use this templateStart free