Q01
Long Text
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Closed-Won Deal Review: Discovery to Handoff
A post-purchase buyer survey measuring discovery depth, solution alignment, and sales-to-CS handoff quality. Designed for B2B teams seeking structured feedback from recent closed-won accounts.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
25 questions · ~4 min
Q02
Multiple Choice
Have you completed a purchase with us within the last 90 days?
Q03
Long Text
Overall, how effective was the sales process in helping you make a purchase decision?
Q04
Long Text
Our sales team asked thoughtful questions about our business challenges.
Q05
Long Text
The proposed solution addressed our most critical problems.
Q06
Long Text
How clear were the next steps after you decided to purchase?
Q07
AI Interview
Thinking about your overall experience with our sales process, what could we have done differently to better understand your needs or make the transition to post-sale smoother?
Q08
Multiple Choice
Which best describes your role in this purchase?
Q09
Long Text
Thank you for your time. Your feedback will directly inform how we improve our sales and onboarding experience.
Q10
Long Text
Approximately how long did it take from your first sales conversation to your purchase decision?
Q11
Long Text
Our sales team demonstrated a clear understanding of our priorities.
Q12
Long Text
Product features and capabilities were clearly mapped to our specific needs.
Q13
Long Text
The implementation timeline and milestones were clearly communicated.
Q14
Long Text
Based on your responses throughout this survey, is there anything else you would like to share about your purchase experience?
Q15
Multiple Choice
Approximately how many employees are in your organization?
Q16
Long Text
Our sales team spent more time listening than presenting.
Q17
Long Text
The business case presented was compelling and relevant to our situation.
Q18
Long Text
My primary point of contact after the sale was clearly identified.
Q19
Long Text
Which industry best describes your organization?
Q20
Multiple Choice
Which problems were most important for you to solve with this purchase? Select up to three.
Q21
Multiple Choice
Which of the following did our team provide during the sales process? Select all that apply.
Q22
Long Text
The scope of what was included versus not included was well defined.
Q23
Long Text
Where are you primarily based?
Q24
Long Text
The training and onboarding plan was clearly outlined.
Q25
Long Text
How confident were you that the handoff to post-sale or implementation would go smoothly?
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.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.