Q01
Message
All templatesSales & Revenue
Salesperson Performance Evaluation Survey
Captures how a customer experienced a specific salesperson — knowledge, listening, responsiveness, honesty, and follow-through — plus an AI follow-up interview that reconstructs the moment behind their overall rating instead of a generic impression. Built for sales managers, CX teams, and CRM owners auditing individual rep performance after a call, meeting, or deal.
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 did you most recently interact with this salesperson?
- In-person meeting
- Phone call
- Video call
- Email or chat only
- A mix of these
Q03
Number
In the last 3 months, how many separate times have you interacted with this salesperson?
Q04
Rating ScaleRequired
Overall, how would you rate this salesperson?
Range: 1 – 5
Min:PoorMax:Excellent
Q05
MatrixRequired
Rate this salesperson on each of the following:
5 rows × 5 columns
- Product or service knowledge
- Listened to and understood my needs
- Responsiveness to my questions or requests
- Honesty and transparency
- Followed through on what they promised
Columns: Poor · Fair · Good · Very good · Excellent
Q06
Opinion ScaleRequired
How likely are you to recommend working with this salesperson to a friend or colleague?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q07
Multiple ChoiceRequired
Did the salesperson follow up when they said they would?
- Yes, on time
- Yes, but later than expected
- No, they didn't follow up
- Not applicable — no follow-up was needed
Q08
AI Interview
Probe the reasoning behind the recommendation score the respondent gave, anchoring on whichever behavior they rated lowest in the earlier ratings (for example, responsiveness or follow-through). Ask for a specific moment from their interaction with the salesperson that shaped their impression, what the salesperson did or didn't do, and what would have moved their score up or down a point. If they rated everything highly, ask what specifically makes this salesperson stand out compared to others they've worked with.
Q09
Best–Worst Trade-off (MaxDiff)
When working with a salesperson, which of these qualities matter most to you — and which matter least?
- Deep product or service knowledge
- Listening carefully to my needs
- Fast responsiveness
- Honesty, even when the answer is inconvenient
- Following through on commitments
- Creative problem-solving
- Flexibility on pricing or terms
- Overall professionalism
Pick best & worst per setBest:Matters mostWorst:Matters least
Q10
Long Text
Anything else you'd like to share about your experience with this salesperson — good or bad?
Q11
Multiple Choice
Which best describes your role in this purchase decision?
- Final decision-maker
- Influencer/recommender
- End user of the product or service
- Other
- Prefer not to say
Q12
Message
That's everything — thank you! Your feedback is shared directly with the salesperson's manager to recognize strong performance and coach where it's needed.
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 single overall rating with a matrix scoring knowledge, listening, responsiveness, honesty, and follow-through side by side
- Includes an AI follow-up interview that probes the reasoning behind the recommendation score, reconstructing the actual moment behind the number instead of stopping at a scale
- Uses a max-diff exercise to reveal which qualities (e.g., honesty vs. responsiveness) actually matter most to the respondent, not just how the rep scored on each
- Captures interaction context (recency, frequency, role in purchase decision, whether follow-through happened) so managers can act on findings with the right context, not just a raw score
QuestionPro
Salesperson Evaluation Survey TemplateA directly comparable fielding-ready template for evaluating salesperson performance from the customer's perspective. It appears to rely on standard rating and multiple-choice question types typical of QuestionPro's survey builder. There's no indication it includes any adaptive or voice-based follow-up interview component.
What it does well
- Purpose-built for evaluating individual salesperson performance
- Backed by an established, full-featured survey platform with broad question-type support
- Likely quick to deploy for teams already on QuestionPro
Where it falls short
- No adaptive AI follow-up interview to probe the reasoning behind a rating — responses are limited to static question types
- No mention of voice AI interview capability or guided screen-share tasks
- No transparent, published methodology or prompt logic for how deeper feedback would be gathered
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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