Q01
Message
All templatesSales & Revenue
Software Sales Rep Satisfaction & Retention Survey
Measures how software sales professionals (SDRs, AEs, AMs, sales engineers, managers) feel about quota attainment, compensation, tools, and career growth — with an AI follow-up that digs into the real reasons behind their loyalty score instead of a generic satisfaction number. Built for sales ops and RevOps leaders benchmarking role health and flight risk.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
Q02
Multiple ChoiceRequired
Which best describes your current role?
- SDR/BDR (outbound or inbound prospecting)
- Account Executive (closing new business)
- Account Manager / Customer Success
- Sales Engineer / Solutions Consultant
- Sales Manager or Leader
- Other
Q03
NumberRequired
How many total years have you worked in software or tech sales (any company)?
Q04
Opinion ScaleRequired
Overall, how satisfied are you with your current sales job?
Scale: 1 – 10
Min:Extremely dissatisfiedMax:Extremely satisfied
Q05
MatrixRequired
How satisfied are you with each of the following aspects of your role?
7 rows × 5 columns
- Base compensation
- Commission/bonus structure
- Support in hitting quota (leads, tools, coaching)
- Sales tech stack (CRM, dialer, enablement tools)
- Career growth opportunities
- +2 more
Columns: Very dissatisfied · Dissatisfied · Neutral · Satisfied · Very satisfied
Q06
Multiple ChoiceRequired
How did you do against quota in your most recent full quarter or cycle?
- Exceeded quota
- Met quota
- Below quota
- Well below quota
- I don't carry a quota
Q07
Best–Worst Trade-off (MaxDiff)Required
Which of these would most influence whether you stay at your current company or start looking elsewhere?
- Base pay and commission structure
- How easy the product is to sell (product-market fit)
- Trust in leadership and company direction
- Career advancement path
- Quality of manager coaching
- Sales tools and tech stack
- Flexibility / remote work options
- Company culture and coworkers
Pick best & worst per setBest:Most influentialWorst:Least influential
Q08
Opinion ScaleRequired
How likely are you to recommend a sales career at your current company to another sales professional?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q09
AI InterviewRequired
Probe the reasoning behind the respondent's recommendation score. If the score is low, find out specifically whether it's tied to quota attainment struggles, compensation fairness, tooling, or management support — ask for a concrete recent example. If the score is high, ask what would have to change for them to start looking elsewhere. Also explore how realistic they think their quota targets are and what support is missing to hit them consistently.
Q10
Multiple ChoiceRequired
How likely are you to actively look for a new sales job in the next 6 months?
- Definitely not
- Probably not
- Unsure
- Probably will
- Definitely will
Q11
Long Text
What's the one change that would most improve your day-to-day as a sales rep?
Q12
Multiple Choice
What is your age range?
- Under 25
- 25-34
- 35-44
- 45-54
- 55-64
- 65 or older
- Prefer not to say
Q13
Multiple Choice
How do you describe your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Q14
Message
That's everything — thank you for the honest feedback! Your responses will feed into an internal report on quota fairness, tooling, and retention that we use to improve the day-to-day for sales teams.
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 a matrix question rating satisfaction across specific role dimensions (comp, tools, growth) plus a direct quota-attainment question, giving RevOps a fuller diagnostic than a single satisfaction score
- Pairs a loyalty/recommendation opinion scale with an AI follow-up interview that adaptively probes why the respondent gave that score, surfacing real reasons instead of leaving a number unexplained
- Uses a max-diff exercise to force-rank what actually drives stay-or-leave decisions, plus a flight-risk question on job-search likelihood in the next 6 months
- Closes with an open long-text question on the one change that would improve day-to-day work, giving qualitative color to quantitative retention risk
QuestionPro
Software Sales Job Survey TemplateA ready-to-field template aimed at the same software sales audience, covering job-related questions for reps in the space. It's a fixed-question survey rather than one built around adaptive, conversational follow-up. Good for quick deployment if you don't need to dig deeper on any individual answer.
What it does well
- Purpose-built for the software sales role audience, similar to our template
- Fielding-ready template within an established, full-featured survey platform
- Likely benefits from QuestionPro's broader reporting and analytics tooling
Where it falls short
- Static question set with no adaptive AI follow-up to probe the reasoning behind a satisfaction or loyalty score
- No voice AI interview option for open-ended qualitative capture
- No automated per-response quality scoring or published prompt methodology
Frequently asked questions
What questions are in the “Software Sales Rep Satisfaction & Retention Survey” template?
The template includes 14 ready-to-use questions, starting with: “Thanks for taking a few minutes to share your experience in software sales. Your honest answers help us understand what'…” · “Which best describes your current role?” · “How many total years have you worked in software or tech sales (any company)?”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 14 questions in about 7 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
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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