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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.

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

Template Overview

25

Questions

AI-Powered

Smart Analysis

Ready-to-Use

Launch in Minutes

This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.

Sample Survey Items

Q1
Chat Message
Thank you for agreeing to share your feedback on your recent purchase experience. This survey takes approximately 5–7 minutes. Your responses are confidential, will be reported only in aggregate, and will be used to improve our sales process. There are no right or wrong answers—we value your honest perspective. Participation is voluntary and you may stop at any time. As you respond, please think about the sales process that led to your most recent purchase with us.
Q2
Multiple Choice
Have you completed a purchase with us within the last 90 days?
  • Yes
  • No
Q3
Opinion Scale
Overall, how effective was the sales process in helping you make a purchase decision?
Range: 1 7
Min: Not at all effectiveMid: NeutralMax: Extremely effective
Q4
Dropdown
Approximately how long did it take from your first sales conversation to your purchase decision?
  • Less than 2 weeks
  • 2–4 weeks
  • 5–8 weeks
  • 9–12 weeks
  • More than 12 weeks
  • I'm not sure
Q5
Opinion Scale
Our sales team asked thoughtful questions about our business challenges.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q6
Opinion Scale
Our sales team demonstrated a clear understanding of our priorities.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q7
Opinion Scale
Our sales team spent more time listening than presenting.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q8
Multiple Choice
Which problems were most important for you to solve with this purchase? Select up to three.
  • Cost control or efficiency
  • Process automation
  • Reliability or uptime
  • Compliance or security
  • Usability or adoption
  • Analytics or insights
  • Integration with existing tools
  • Scalability or future-proofing
  • Other (please specify)
Q9
Opinion Scale
The proposed solution addressed our most critical problems.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q10
Opinion Scale
Product features and capabilities were clearly mapped to our specific needs.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q11
Opinion Scale
The business case presented was compelling and relevant to our situation.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q12
Multiple Choice
Which of the following did our team provide during the sales process? Select all that apply.
  • Live product demo
  • Custom demo or tailored walkthrough
  • Proof of concept or trial
  • ROI or TCO analysis
  • Relevant case studies
  • Security or compliance review
  • Customer references
  • Technical documentation
  • Pricing breakdown and assumptions
  • Other (please specify)
Q13
Opinion Scale
How clear were the next steps after you decided to purchase?
Range: 1 7
Min: Not at all clearMid: NeutralMax: Extremely clear
Q14
Opinion Scale
The implementation timeline and milestones were clearly communicated.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q15
Opinion Scale
My primary point of contact after the sale was clearly identified.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q16
Opinion Scale
The scope of what was included versus not included was well defined.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q17
Opinion Scale
The training and onboarding plan was clearly outlined.
Range: 1 7
Min: Strongly disagreeMid: NeutralMax: Strongly agree
Q18
Opinion Scale
How confident were you that the handoff to post-sale or implementation would go smoothly?
Range: 1 7
Min: Not at all confidentMid: NeutralMax: Extremely confident
Q19
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?
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 6
Q20
Long Text
Based on your responses throughout this survey, is there anything else you would like to share about your purchase experience?
Max chars
Q21
Multiple Choice
Which best describes your role in this purchase?
  • Economic buyer or decision maker
  • Technical evaluator
  • Day-to-day user
  • Procurement
  • Executive sponsor
  • Other (please specify)
Q22
Multiple Choice
Approximately how many employees are in your organization?
  • 1–49
  • 50–199
  • 200–999
  • 1,000–4,999
  • 5,000+
Q23
Dropdown
Which industry best describes your organization?
  • Technology
  • Financial services
  • Healthcare
  • Manufacturing
  • Retail or consumer goods
  • Education
  • Government or nonprofit
  • Other (please specify)
Q24
Dropdown
Where are you primarily based?
  • North America
  • Europe
  • Asia-Pacific
  • Latin America
  • Middle East & Africa
Q25
Chat Message
Thank you for your time. Your feedback will directly inform how we improve our sales and onboarding experience.

Frequently Asked Questions

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