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Sales Leadership Effectiveness Assessment

A 360-style pulse check on how well a sales manager or leader coaches, unblocks, and motivates their team — built for sales ops and revenue leaders running quarterly leadership reviews. An AI follow-up interview digs into the single behavior driving each respondent's rating, surfacing specific moments instead of generic praise or complaints.

Sample questions

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

12 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share honest feedback on your sales leader's effectiveness. Your answers help shape coaching and development priorities — this takes about 5 minutes and individual responses are kept confidential.

Q02
Multiple ChoiceRequired

What is your relationship to the sales leader you're rating?

  • I report directly to them
  • I am a peer manager
  • I am a skip-level report
  • I work cross-functionally with them
Q03
Opinion ScaleRequired

Overall, how effective is this leader at helping you hit your sales targets?

Scale: 010
Min:Not effective at allMax:Extremely effective
Q04
MatrixRequired

How often does your sales leader do each of the following?

6 rows × 5 columns
  • Sets clear, realistic sales targets and priorities
  • Gives actionable coaching on specific deals
  • Removes obstacles or blockers slowing deals down
  • Recognizes wins and effort, not just closed revenue
  • Communicates company/team strategy clearly
  • +1 more
Columns: Never · Rarely · Sometimes · Often · Always
Q05
Rating ScaleRequired

How would you rate the quality of deal-strategy coaching you get from this leader?

Range: 15
Min:PoorMax:Excellent
Q06
Multiple ChoiceRequired

In the last 30 days, how often did your leader join you on a live customer call or a detailed deal review?

  • Not at all
  • Once
  • 2-3 times
  • Weekly or more
Q07
Best–Worst Trade-off (MaxDiff)Required

Which of these leadership behaviors would most improve your team's performance if this leader did more of it?

  • Better coaching on deal strategy
  • Faster removal of blockers and obstacles
  • Clearer communication of priorities
  • More recognition of wins and effort
  • Fairer, more consistent accountability
  • Stronger cross-functional support (marketing, product, CS)
  • More career development conversations
  • Better data-driven forecasting guidance
Pick best & worst per setBest:Would help mostWorst:Would help least
Q08
Opinion ScaleRequired

How comfortable are you bringing this leader a problem or a lost deal without sugarcoating it?

Scale: 17
Min:Very uncomfortableMax:Very comfortable
Q09
AI Interview

Probe the single most impactful behavior behind the respondent's overall effectiveness rating and their max-diff top pick — ask for a specific recent example (a deal, a conversation, a moment) rather than a general impression. If they rated coaching or comfort low, dig into what happened the last time they raised a problem or lost deal and how the leader responded. If ratings are uniformly high, ask what this leader does that they wish other managers on the team also did.

Q10
Multiple Choice

How long have you worked with this leader?

  • Less than 3 months
  • 3-12 months
  • 1-3 years
  • More than 3 years
  • Prefer not to say
Q11
Multiple Choice

What best describes your role level?

  • Individual contributor (sales rep)
  • Team lead / senior rep
  • Manager
  • Director or above
  • Prefer not to say
Q12
Message

That's everything — thank you for the candid feedback. Responses are aggregated into a leadership development report, and individual answers are never shared attributed to you.

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

  • Pairs an overall-effectiveness opinion scale with an AI follow-up interview that probes the single most impactful behavior behind that rating, surfacing specific moments instead of generic praise or complaints
  • Includes a matrix question on coaching-behavior frequency plus a dedicated rating on deal-strategy coaching quality, so feedback is anchored to concrete leadership actions, not vague traits
  • Tracks real sales activity via a multiple-choice question on how often the leader joined a live customer call in the last 30 days, tying perception to observable behavior
  • Uses a max-diff question to force-rank which leadership behavior would most improve team performance, plus an opinion-scale question on psychological safety around bringing forward problems or lost deals
  • Role, tenure, and relationship-to-leader classifiers built in for segmenting results across a sales team, with an auto-generated report at the end

QuestionPro

Leadership Assessment Survey Questions Template | Sample Survey, Examples, Questions & Questionnaires

A general-purpose leadership assessment sample with example questions, not specific to sales teams, quota performance, or deal coaching. Reads as a static reference questionnaire meant to be copied and edited rather than a ready-to-field 360 tailored to revenue leadership.

What it does well

  • Broad library of example leadership questions to draw from
  • Backed by an established enterprise survey platform with standard reporting tools
  • Likely easy to customize question wording for different departments

Where it falls short

  • No adaptive AI follow-up interview to dig into the specific behavior behind a rating — all questions are fixed and static
  • No sales-specific content (deal-strategy coaching, live-call frequency, quota-driven behaviors)
  • No automated per-response quality scoring or published prompt-level methodology

SurveySparrow

Leadership Skills Assessment Questionnaire | Leadership Traits & Style

Focused on general leadership traits and style, aimed more at broad employee-experience or HR use cases than sales performance reviews. The conversational survey format is a nice touch, but it's a generic leadership questionnaire rather than one built around sales coaching or quota-linked behaviors.

What it does well

  • Conversational, chat-style survey delivery
  • Framed around leadership traits and style, useful for general people-management reviews
  • Part of a broader employee-experience survey suite

Where it falls short

  • No AI-led follow-up interview to surface the specific moment or behavior driving a respondent's score
  • Not tailored to sales leadership behaviors like deal-strategy coaching, live-call participation, or quota attainment
  • No per-response quality scoring or transparent AI prompt methodology

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.