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.
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
Overall, how effective is this leader at helping you hit your sales targets?
How often does your sales leader do each of the following?
- 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
How would you rate the quality of deal-strategy coaching you get from this leader?
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
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
How comfortable are you bringing this leader a problem or a lost deal without sugarcoating it?
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.
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
What best describes your role level?
- Individual contributor (sales rep)
- Team lead / senior rep
- Manager
- Director or above
- Prefer not to say
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 & QuestionnairesA 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 & StyleFocused 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.