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Pre-Sales Evaluation and Buying Process Survey

Captures how prospects experience your pre-sales process — from first contact through demos, pricing conversations, and internal stakeholder buy-in — before they decide to purchase. Built for sales and RevOps teams who want to catch friction early, with an AI follow-up that digs into the real obstacle blocking a deal instead of a generic 'still evaluating' answer.

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Sample questions

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

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share feedback on your experience evaluating us so far. Your input helps our sales team support you better. This should take about 5 minutes.

Q02
Multiple ChoiceRequired

Which stage best describes where you are in evaluating (Replace with Product/Company Name)?

  • Just started researching options
  • Actively comparing a few vendors
  • In final review with our decision-makers
  • Ready to decide, finalizing details
  • Already decided against moving forward
Q03
Multiple Choice

How did you first hear about us?

  • A colleague or peer recommendation
  • Online search
  • Social media
  • Industry event or conference
  • Content (blog, webinar, case study)
  • Outbound outreach from your sales team
Q04
RankingRequired

Rank the following factors from most to least important when deciding whether to purchase a solution like this.

  1. Price and total cost of ownership
  2. Product features and capabilities
  3. Ease of implementation
  4. Quality of customer support
  5. Vendor reputation and stability
  6. Integration with our existing tools
Drag to rank
Q05
MatrixRequired

Please rate your experience with the following aspects of our sales process so far:

5 rows × 5 columns
  • Responsiveness of the sales team
  • Clarity of pricing and packaging information
  • Quality of the product demo
  • Technical expertise of the sales reps
  • Understanding of your specific business needs
Columns: Poor · Fair · Good · Very good · Excellent
Q06
Opinion ScaleRequired

How confident are you that (Replace with Product/Company Name) will solve the problem you're trying to solve?

Scale: 0 – 10
Min:Not at all confidentMax:Extremely confident
Q07
Price Sensitivity (Van Westendorp)

The next few questions are about pricing for (Replace with Product/Service Name).

  • At what price would you consider (Replace with Product/Service Name) to be so inexpensive that you'd question its quality?
  • At what price would you consider it a bargain — a great value for the money?
  • At what price would you consider it starting to get expensive, but still worth considering?
  • At what price would you consider it too expensive to consider at all?
Q08
Multiple ChoiceRequired

What's the single biggest obstacle standing between you and a purchase decision right now?

  • Price or budget approval
  • Getting other stakeholders on board
  • Uncertainty the product will deliver expected results
  • Need more technical or security review
  • Timing — not a priority right now
  • Comparing against another vendor
Q09
AI Interview

Probe the biggest obstacle the respondent selected: understand exactly what would need to be true for it to be resolved, who else needs to be convinced, and what timeline they're working against. If they said the product's ability to deliver results is uncertain, ask what proof (case studies, a trial, references) would change their mind. If they've already decided against moving forward, find out the real dealbreaker and whether anything could reopen the conversation.

Q10
Rating ScaleRequired

Overall, how would you rate your experience with our sales team so far?

Range: 1 – 5
Min:PoorMax:Excellent
Q11
Multiple Choice

What's the approximate size of your organization?

  • 1-50 employees
  • 51-200 employees
  • 201-1,000 employees
  • 1,001-5,000 employees
  • 5,000+ employees
  • Prefer not to say
Q12
Multiple Choice

Which best describes your role in this purchase decision?

  • Primary decision-maker
  • Influencer / recommender
  • End user, not involved in the decision
  • Budget approver
  • Prefer not to say
Q13
Message

Thanks for sharing where things stand — this helps our team support you, and buyers like you, better throughout the process. Your responses go directly to our sales and product teams and are never used against you in negotiations.

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 dedicated multiple-choice question that pinpoints the single biggest obstacle standing between the prospect and a purchase decision, then an AI follow-up interview that probes that exact obstacle instead of stopping at a generic 'still evaluating' answer
  • Combines a Van Westendorp pricing module with a ranking of decision factors and a matrix rating of sales-process aspects, giving RevOps both quantitative pricing sensitivity and qualitative friction points in one flow
  • Captures deal context (organization size, buyer role, how they heard about you, evaluation stage) alongside confidence and satisfaction ratings, so responses can be segmented by segment and role
  • Closes with a transparent, on-brand chat message thanking respondents and framing the ask around helping their internal buy-in process, which supports response completion

Jotform

Sales Evaluation Form Template

A static, drag-and-drop form for capturing sales evaluation feedback, built on Jotform's general form platform rather than a survey-science-specific tool. It's fielding-ready out of the box but relies on fixed fields rather than any adaptive questioning logic. Good for quick internal use, less suited to uncovering deal-specific blockers in depth.

What it does well

  • Fielding-ready template usable immediately with Jotform's drag-and-drop builder
  • Broad integration ecosystem typical of Jotform (payments, notifications, workflows)
  • Simple to customize for non-technical sales teams

Where it falls short

  • Static question set with no adaptive AI follow-up to dig into a respondent's specific stated obstacle
  • No published methodology or transparent prompt logic for how questions are scored or interpreted
  • No built-in automated quality scoring of open-ended responses

QuestionPro

Purchase Process and Evaluation Survey Template

A structured survey template focused on the buyer's purchase and evaluation journey, built on QuestionPro's established survey platform. It offers standard survey logic (branching, skip logic) but the page presents a fixed questionnaire rather than a conversational or voice-based interview experience. Useful for benchmarking against a fielding-ready survey, though it doesn't dynamically probe individual blockers.

What it does well

  • Backed by a mature survey platform with reporting and analytics tooling
  • Template is ready to field with standard question types
  • Likely supports conditional/skip logic common to QuestionPro surveys

Where it falls short

  • No adaptive AI interview or voice AI capability to explore a specific stated obstacle in real time
  • No indication of automated per-response quality scoring
  • No transparent prompt-level documentation of how any AI-assisted analysis works

SurveySparrow

Pre-Sales Questionnaire Template

A conversational-style questionnaire template aimed at capturing pre-sales feedback, leveraging SurveySparrow's chat-like UI for a friendlier respondent experience. It's a ready-to-use template but the conversational format is scripted rather than adaptive to answer content. It covers similar pre-sales ground but without deal-specific probing.

What it does well

  • Conversational, chat-style UI that can feel more approachable than a traditional form
  • Fielding-ready template within SurveySparrow's platform
  • Mobile-friendly presentation typical of SurveySparrow surveys

Where it falls short

  • No adaptive AI follow-up or voice AI interview option to probe individual purchase blockers
  • No automated quality scoring of responses mentioned
  • No transparent prompt/methodology documentation for any AI-driven elements

Typeform

Pre-sales Questionnaire Template

A polished, one-question-at-a-time template built on Typeform's well-known conversational form design, ready to field for general pre-sales feedback collection. It's a static template rather than an interview experience, so branching is limited to standard form logic rather than content-aware follow-up questions. Good for lightweight, high-completion-rate data collection but not for probing specific stated obstacles.

What it does well

  • Polished, high-completion-rate conversational form design Typeform is known for
  • Fielding-ready and easy to customize/share
  • Clean visual design suited to prospect-facing surveys

Where it falls short

  • No adaptive AI follow-up interview or voice AI option to explore a respondent's specific blocker
  • No automated per-response quality scoring
  • No transparent, published prompt logic since there's no AI interview component

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