Free Sales Account Health Survey Template
Sales Account HealthSurvey
Welcome to [Your Company Name]'s Sales Account Health Survey. Please take a few minutes to fill out the survey completely. Your input is invaluable for ongoing success and improvements. All data will be kept confidential and will be used for internal evaluation purposes only.
Date: [Date]
Instructions:
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Please read each question carefully and provide your responses in the respective columns.
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Some questions have a scale from 1-5. Choose 1 for Strongly Disagree and 5 for Strongly Agree.
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Text fields are available for additional comments.
|
Section |
Question |
Scale (1-5) |
Comment |
Answer |
|
Account Info |
How would you rate the overall health of your sales accounts? |
1-5 |
4 |
|
|
Do you have a clear understanding of the client’s business needs? |
1-5 |
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|
How often do you communicate with the key stakeholders? |
1-5 |
|||
|
Customer Satisfaction |
Are your clients satisfied with the level of service provided? |
1-5 |
||
|
Have there been any client complaints in the last quarter? |
N/A |
Any specific incidents |
[No] |
|
|
Revenue |
Is the account consistently generating revenue? |
1-5 |
||
|
Do you foresee any risks to the revenue from this account in the next quarter? |
N/A |
Any specific risks |
[No] |
|
|
Account Planning |
Do you have a strategic plan for the next quarter? |
1-5 |
||
|
How aligned is the account strategy with the client’s objectives? |
1-5 |
|||
|
Training & Support |
How well is the account team equipped to handle this account? |
1-5 |
||
|
Does the account team need any additional training? |
N/A |
Thank you for completing the Sales Account Health Survey. Your feedback is critical for ensuring we continue to meet and exceed the requirements of our valuable accounts. Please submit this survey by [Date].
For any queries regarding this survey, please contact [Your Name] at [Your Email].
Best regards,
[Your Name]
[Your Position]
[Your Company Name]
