Closed-Won Deal Review Survey Template: Discovery & Handoff - Survey Template | QuestionPunk
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Closed-Won Deal Review Survey Template: Discovery & Handoff

Get closed-won insights fast. Measure discovery depth, solution fit, stakeholder alignment, and sales-to-CS handoff. Easy to deploy; 5-7 minute buyer survey.

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
chat message
Welcome! As you respond, please think about the sales process that led to your most recent purchase with us in the last 90 days.
Q2
rating
Overall, how effective was the sales process in helping you make a decision?
Q3
numeric
Approximately how many weeks elapsed from the first sales conversation to your decision?
Q4
matrix
Please rate your agreement with the following about our discovery.
Q5
multiple choice
Which problems were most important to solve with this purchase? Select up to three.
  • Cost control/efficiency
  • Process automation
  • Reliability/uptime
  • Compliance/security
  • Usability/adoption
  • Analytics/insights
  • Integration with existing tools
  • Scalability/future-proofing
Q6
matrix
Thinking about those problems, how well did our team align the solution?
Q7
multiple choice
Which of the following did we provide during the sales process? Select all that apply.
  • Live product demo
  • Custom demo or tailored walkthrough
  • Proof of concept or trial
  • ROI/TCO analysis
  • Relevant case studies
  • Security/compliance review
  • Customer references
  • Technical documentation
  • Pricing breakdown and assumptions
Q8
opinion scale
How clear were the next steps after you decided to purchase?
Q9
matrix
How clear was each of the following at or after handoff?
Q10
rating
How confident were you in a smooth handoff to post-sale/implementation?
Q11
multiple choice
Attention check: To confirm you are paying attention, please select "Yes".
  • Yes
  • No
Q12
multiple choice
Which best describes your role in this purchase? Select one.
  • Economic buyer / Decision maker
  • Technical evaluator
  • Day-to-day user
  • Procurement
  • Executive sponsor
  • Other
Q13
multiple choice
Approximately how many employees are in your organization? Select one.
  • 1–49
  • 50–199
  • 200–999
  • 1,000–4,999
  • 5,000+
Q14
multiple choice
Which industry best describes your organization? Select one.
  • Technology
  • Financial services
  • Healthcare
  • Manufacturing
  • Retail/Consumer
  • Education
  • Government/Nonprofit
  • Other
Q15
multiple choice
Where are you primarily based? Select one.
  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East & Africa
Q16
long text
What is one thing we could have done earlier to understand your needs better?
Max 600 chars
Q17
long text
What, if anything, was unclear about next steps or handoff?
Max 600 chars
Q18
ai interview
AI Interview: 2 Follow-up Questions on your responses
AI Interview
Q19
chat message
Thank you for your time—your feedback will help us improve.

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