Q01
Message
All templatesSales & Revenue
Sales Contact Experience Survey
Captures how a prospect or customer experienced a recent interaction with your sales team — responsiveness, relevance, and follow-up timing — with an AI follow-up interview that digs into the real reasons behind their likelihood-to-continue score. Built for sales ops and revenue leaders auditing rep performance and lead handling quality.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
Q02
Multiple ChoiceRequired
How were you first contacted by our sales team?
- Phone call
- Live chat
- Event or conference
- Referral
- Website form request
- Other
Q03
Opinion ScaleRequired
How well did the sales rep understand your specific business needs?
Scale: 1 – 5
Min:Did not understand at allMax:Understood completely
Q04
MatrixRequired
How much do you agree with each statement about the sales rep you dealt with?
4 rows × 5 columns
- Was knowledgeable about the product or service
- Responded quickly to my questions
- Listened to what I actually needed
- Respected my time and didn't oversell
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
Rating ScaleRequired
Overall, how would you rate your experience interacting with our sales rep?
Range: 1 – 5
Min:PoorMax:Excellent
Q06
Multiple ChoiceRequired
In the last 30 days, was the pace of follow-up from our sales team appropriate?
- Too fast or pushy
- Just right
- Too slow
- I haven't received any follow-up yet
Q07
Opinion ScaleRequired
How likely are you to continue engaging with our sales team (e.g., another call, a demo, a proposal)?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q08
AI Interview
Probe the reasoning behind the respondent's likelihood-to-continue score, anchoring on the specific rep interaction they just rated. If the score was low, uncover exactly what created hesitation (pace, relevance, trust, pricing signals, lack of follow-up) and what a rep could have done differently. If the score was high, identify the single moment or behavior that built confidence so it can be reinforced in training. Ask for one concrete example rather than a general impression.
Q09
Multiple Choice
What would most improve future interactions with our sales team?
- Faster response times
- More relevant product recommendations
- Less pressure to decide quickly
- Clearer pricing information upfront
- More technical or product expertise from the rep
- Other
Q10
Multiple Choice
What is the approximate size of your organization?
- 1-10 employees
- 11-50 employees
- 51-200 employees
- 201-1000 employees
- 1000+ employees
- Prefer not to say
Q11
Multiple Choice
Which best describes your role in the buying decision?
- Final decision maker
- Key influencer
- Researcher/evaluator
- Not involved in the decision
- Prefer not to say
Q12
Message
Thank you for sharing your experience! Your feedback goes directly into coaching our sales team and improving how we follow up with people like 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
- Goes beyond a static contact form with an AI follow-up interview that probes the real reasoning behind a respondent's likelihood-to-continue score
- Combines structured measurement (opinion scales, a matrix of agreement statements, an overall rating) with open-ended AI-driven probing in one flow
- Captures buying-context signals (org size, role in the decision) alongside experience data, so sales ops can segment rep performance by account type
- Includes response quality scoring and an auto-generated report, so feedback goes directly into coaching rather than sitting in raw survey exports
QuestionPro
Sales Contact Form Survey TemplateThis is a static, fielding-ready template focused on capturing sales contact details and basic interaction feedback rather than a deep experience audit. It relies on standard survey question types with no adaptive follow-up, so nuance behind ratings goes unexplored. It's a reasonable starting point for quick contact capture but not built for rep-performance coaching.
What it does well
- Ready-to-use template within an established survey platform with broad question-type support
- Likely supports standard distribution and reporting/dashboard tools common to QuestionPro
- Simple structure that's quick to deploy for basic contact-experience capture
Where it falls short
- No adaptive AI follow-up interview to probe why a respondent gave a particular score
- No voice AI interview option or guided screen-share tasks
- No automated per-response quality scoring or transparent prompt methodology published on the page
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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