Q01
Message
All templates
Sales Leadership Check-In: Manager Effectiveness Survey
A quarterly pulse for sales reps on how well their frontline leadership is coaching, unblocking deals, and driving pipeline — with an AI follow-up that digs into the specific moment leadership helped or failed to help, not just an average rating.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q02
Multiple ChoiceRequired
In the last 30 days, how many one-on-one conversations did you have with your direct manager?
- None
- One
- Two to three
- Four or more
Q03
MatrixRequired
How much do you agree with each statement about your direct manager over the last quarter?
5 rows × 5 columns
- Sets clear, achievable targets
- Gives useful coaching on active deals
- Removes blockers quickly when I'm stuck
- Recognizes good work in a way that feels genuine
- Communicates changes to territory, comp, or process clearly
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q04
Opinion ScaleRequired
How likely are you to tell a peer joining the team that this manager is worth working for?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q05
RankingRequired
Rank these areas by how much more support you'd want from leadership right now (top = most needed).
- Help prioritizing which deals to focus on
- Coaching on objection handling / negotiation
- Clearer territory or account assignments
- Faster escalation on stuck or at-risk deals
- More recognition for wins
- Career growth conversations
Drag to rank
Q06
Multiple ChoiceRequired
Think of the last time a deal stalled or you hit a blocker. Did leadership help you resolve it in a timely way?
- Yes, quickly
- Eventually, but slower than I needed
- No, I resolved it myself
- No, it's still unresolved
- Hasn't come up recently
Q07
AI Interview
Probe the respondent's lowest-rated statement in the leadership battery or their manager recommendation score, whichever signals more friction. Get a specific, recent example: what happened, what the manager did or didn't do, and what a better response would have looked like. If they mention an unresolved blocker on a deal, ask what's still stuck and what they need to move it forward.
Q08
Point AllocationRequired
If you could redesign how your manager spends their time with you, how should 100 points be split across these activities?
- Pipeline / forecast reviews
- Live deal coaching or ride-alongs
- Unblocking stuck deals
- Administrative or reporting tasks
- Career development conversations
Allocate 100 points
Q09
Multiple ChoiceRequired
How satisfied are you with how your contributions have been recognized in the last quarter?
- Very dissatisfied
- Dissatisfied
- Neutral
- Satisfied
- Very satisfied
Q10
Multiple Choice
How long have you been on this sales team under your current manager?
- Less than 3 months
- 3-11 months
- 1-2 years
- More than 2 years
- Prefer not to say
Q11
Multiple Choice
What is your current role level?
- Individual contributor / rep
- Team lead
- Front-line manager
- Prefer not to say
Q12
Message
Thanks for the honest input. Responses are aggregated across the team and shared with sales leadership to shape coaching priorities and manager training — no individual answers are singled out.
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 digs into the respondent's lowest-rated leadership statement or the specific moment a deal stalled — not just an averaged coaching score.
- Directly ties manager effectiveness to sales outcomes with a targeted question on whether leadership helped unblock a stalled deal, plus a one-on-one frequency check.
- Uses a constant-sum question to force tradeoffs on how a manager's time should be reallocated, and a ranking question to prioritize support areas — richer than flat satisfaction scales.
- Segments by tenure under the current manager and role level, and closes with a transparent note that responses are aggregated and shared back to the team.
QuestionPro
Coronavirus leadership check-in sample survey templateThis is a static leadership check-in template originally built for pandemic-era remote-work conditions, not for sales managers or pipeline/coaching topics specifically. It's a fielding-ready form on an established platform, but its scope is generic leadership sentiment rather than sales-specific coaching moments.
What it does well
- Backed by a mature survey platform with broad template variety
- Ready to field immediately with standard leadership-sentiment questions
- Likely supports basic branching and reporting typical of QuestionPro's toolset
Where it falls short
- Static question set with no adaptive AI follow-up to probe a specific coaching win or failure
- Built around generic/coronavirus-era remote leadership, not sales pipeline or deal-blocker scenarios
- No published methodology for how any scoring or summarization is generated
SurveyMonkey
Leadership Remote Work Check-In TemplateA fielding-ready template, but explicitly framed around remote-work/COVID-era leadership check-ins rather than sales team coaching or pipeline support. It's a general leadership pulse survey, not tailored to quota-carrying reps or deal-stage blockers.
What it does well
- Well-known platform with reliable distribution and reporting tools
- Simple, ready-to-use question set for general leadership feedback
- Familiar UI likely to have high response completion rates
Where it falls short
- No adaptive AI interview to follow up on a low rating or a specific stalled-deal moment
- Not designed for sales-specific context (no deal-blocker or pipeline coaching questions)
- No transparent prompt or scoring methodology published
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.