All templates

Software Sales Rep Satisfaction & Retention Survey

Measures how software sales professionals (SDRs, AEs, AMs, sales engineers, managers) feel about quota attainment, compensation, tools, and career growth — with an AI follow-up that digs into the real reasons behind their loyalty score instead of a generic satisfaction number. Built for sales ops and RevOps leaders benchmarking role health and flight risk.

Sample questions

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

14 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share your experience in software sales. Your honest answers help us understand what's working and what's not for reps like you — this takes about 8 minutes and your responses stay confidential.

Q02
Multiple ChoiceRequired

Which best describes your current role?

  • SDR/BDR (outbound or inbound prospecting)
  • Account Executive (closing new business)
  • Account Manager / Customer Success
  • Sales Engineer / Solutions Consultant
  • Sales Manager or Leader
  • Other
Q03
NumberRequired

How many total years have you worked in software or tech sales (any company)?

Q04
Opinion ScaleRequired

Overall, how satisfied are you with your current sales job?

Scale: 110
Min:Extremely dissatisfiedMax:Extremely satisfied
Q05
MatrixRequired

How satisfied are you with each of the following aspects of your role?

7 rows × 5 columns
  • Base compensation
  • Commission/bonus structure
  • Support in hitting quota (leads, tools, coaching)
  • Sales tech stack (CRM, dialer, enablement tools)
  • Career growth opportunities
  • +2 more
Columns: Very dissatisfied · Dissatisfied · Neutral · Satisfied · Very satisfied
Q06
Multiple ChoiceRequired

How did you do against quota in your most recent full quarter or cycle?

  • Exceeded quota
  • Met quota
  • Below quota
  • Well below quota
  • I don't carry a quota
Q07
Best–Worst Trade-off (MaxDiff)Required

Which of these would most influence whether you stay at your current company or start looking elsewhere?

  • Base pay and commission structure
  • How easy the product is to sell (product-market fit)
  • Trust in leadership and company direction
  • Career advancement path
  • Quality of manager coaching
  • Sales tools and tech stack
  • Flexibility / remote work options
  • Company culture and coworkers
Pick best & worst per setBest:Most influentialWorst:Least influential
Q08
Opinion ScaleRequired

How likely are you to recommend a sales career at your current company to another sales professional?

Scale: 010
Min:Not at all likelyMax:Extremely likely
Q09
AI InterviewRequired

Probe the reasoning behind the respondent's recommendation score. If the score is low, find out specifically whether it's tied to quota attainment struggles, compensation fairness, tooling, or management support — ask for a concrete recent example. If the score is high, ask what would have to change for them to start looking elsewhere. Also explore how realistic they think their quota targets are and what support is missing to hit them consistently.

Q10
Multiple ChoiceRequired

How likely are you to actively look for a new sales job in the next 6 months?

  • Definitely not
  • Probably not
  • Unsure
  • Probably will
  • Definitely will
Q11
Long Text

What's the one change that would most improve your day-to-day as a sales rep?

Q12
Multiple Choice

What is your age range?

  • Under 25
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65 or older
  • Prefer not to say
Q13
Multiple Choice

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer to self-describe
  • Prefer not to say
Q14
Message

That's everything — thank you for the honest feedback! Your responses will feed into an internal report on quota fairness, tooling, and retention that we use to improve the day-to-day for sales teams.

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 a matrix question rating satisfaction across specific role dimensions (comp, tools, growth) plus a direct quota-attainment question, giving RevOps a fuller diagnostic than a single satisfaction score
  • Pairs a loyalty/recommendation opinion scale with an AI follow-up interview that adaptively probes why the respondent gave that score, surfacing real reasons instead of leaving a number unexplained
  • Uses a max-diff exercise to force-rank what actually drives stay-or-leave decisions, plus a flight-risk question on job-search likelihood in the next 6 months
  • Closes with an open long-text question on the one change that would improve day-to-day work, giving qualitative color to quantitative retention risk

QuestionPro

Software Sales Job Survey Template

A ready-to-field template aimed at the same software sales audience, covering job-related questions for reps in the space. It's a fixed-question survey rather than one built around adaptive, conversational follow-up. Good for quick deployment if you don't need to dig deeper on any individual answer.

What it does well

  • Purpose-built for the software sales role audience, similar to our template
  • Fielding-ready template within an established, full-featured survey platform
  • Likely benefits from QuestionPro's broader reporting and analytics tooling

Where it falls short

  • Static question set with no adaptive AI follow-up to probe the reasoning behind a satisfaction or loyalty score
  • No voice AI interview option for open-ended qualitative capture
  • No automated per-response quality scoring or published prompt methodology

Ready to launch?

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