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Sales Follow-Up Effectiveness Survey

Measures how prospects and customers experienced your sales team's follow-up after a demo, quote, or consultation — speed, relevance, and whether it actually moved their decision forward. An AI follow-up interview digs into the specific moment follow-up helped or stalled the deal, giving sales leaders concrete coaching material instead of a generic satisfaction score.

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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 reflect on your recent conversation with our sales team. Your honest feedback helps us follow up better next time — this takes about 7 minutes.

Q02
Multiple ChoiceRequired

What was the most recent interaction you had with our sales team?

  • Product demo
  • Pricing/quote request
  • Sales consultation call
  • Trade show or event conversation
  • Inbound inquiry response
Q03
Multiple ChoiceRequired

Where does that opportunity or purchase stand today?

  • We purchased/signed
  • We're still evaluating
  • We decided not to move forward
  • It's on hold internally
Q04
Opinion ScaleRequired

How would you rate the speed of follow-up after that interaction?

Scale: 1 – 5
Min:Much too slowMax:Very prompt
Q05
MatrixRequired

How much do you agree with each statement about the follow-up you received?

4 rows × 5 columns
  • It was tailored to my specific needs, not generic
  • It addressed the questions or concerns I raised
  • It was easy to understand and act on
  • It moved my decision forward
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q06
Multiple Choice

Which channel do you prefer for sales follow-up?

  • Email
  • Phone call
  • Text/SMS
  • Video message
  • Scheduled video call
Q07
Best–Worst Trade-off (MaxDiff)Required

When you're evaluating a purchase, which of these follow-up materials matter most to you?

  • Pricing details or quote breakdown
  • Case studies from similar companies
  • Technical specifications
  • ROI or cost-savings calculator
  • Reference customer contacts
  • Implementation timeline
  • Contract terms overview
Pick best & worst per setBest:Most valuableWorst:Least valuable
Q08
AI Interview

Reconstruct one concrete moment in this respondent's follow-up experience: what the sales rep sent or said, whether it answered a real open question, and whether it changed the pace of their decision. Anchor on the lowest-rated statement from their agreement ratings and ask what specifically was missing or off. If the deal stalled or was lost, probe what a better follow-up would have contained and when it should have arrived; if they purchased, probe which single follow-up moment tipped the decision.

Q09
Opinion ScaleRequired

Based on this follow-up experience, how likely are you to work with us again or recommend us to a colleague?

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q10
Multiple Choice

Roughly how many people are in your organization?

  • 1-50
  • 51-200
  • 201-1,000
  • 1,001-5,000
  • 5,000+
Q11
Multiple Choice

What best describes your role in this purchase decision?

  • Final decision-maker
  • Key influencer/recommender
  • End user, not involved in decision
  • Procurement/finance approver
  • Prefer not to say
Q12
Message

That's everything — thank you for the honest feedback! Your responses go directly to our sales leadership to sharpen how and when we follow up.

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 an AI follow-up interview that reconstructs one concrete moment where follow-up helped or stalled the deal, giving sales leaders specific coaching material instead of a generic score
  • Combines quantitative measures (opinion scale on follow-up speed, matrix agreement statements, max-diff on which materials matter most) with open-ended probing in a single flow
  • Segments respondents by role in the purchase decision and organization size, so results can be cut by buyer type rather than treated as one undifferentiated pool
  • Closes with a transparent chat message telling respondents their answers go directly to the team, and produces an auto-generated report without manual tallying

QuestionPro

Sales Followup Survey Template

This is a directly comparable, ready-to-field template covering post-sale follow-up experience, similar in intent to ours. It relies on standard closed-ended question types (ratings, multiple choice) without any adaptive interviewing layer. As with most QuestionPro templates, it's positioned as a customizable starting point rather than a fixed instrument.

What it does well

  • Purpose-built specifically for sales follow-up feedback, matching the same use case
  • Backed by an established survey platform with broad question-type and logic support
  • Likely customizable within QuestionPro's larger survey-building ecosystem

Where it falls short

  • No adaptive AI follow-up interview to probe the specific moment follow-up succeeded or failed — respondents can't be asked a dynamic 'why' beyond fixed questions
  • No voice AI interview option or guided screen-share task for richer qualitative detail
  • No indication of transparent, published prompt methodology or automated per-response quality scoring

Ready to launch?

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

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