Q01
Message
All templatesSales & Revenue
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
12 questions · ~7 min
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?
- 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 TemplateThis 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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