Free Sales Client Feedback Evaluation Template

Sales Client Feedback Evaluation

Date: [Insert Date]

Purpose: To gather valuable insight from clients regarding our sales process.

Overview: This assessment is designed to evaluate our current sales process by obtaining feedback directly from our clients. It strives to identify strengths and areas for improvement, directly contributing to strategic planning and target setting.

Client Information

Sales Representative Information

Name: John Doe

Company Name: [Your Company Name]

Contact Email: [Your Company Email]

Phone Number: [Your Company Number]

Name: [Sarah Smith]

Sales Representative ID: [SR12345]

Evaluation Criteria

Rating Scale (1-5)

Description

Product Knowledge

4

How well did the sales representative understand and communicate the product?

Professionalism

Was the sales representative professional, courteous and respectful?

Communication Skills

Was the sales representative articulate, clear, and persuasive in their communication?

Responsiveness

Did the representative promptly and effectively respond to inquiries or concerns?

Understanding Client Needs

Did the representative demonstrate an understanding of your specific needs and preferences?

Delivery of Promises

Were all commitments and promises fulfilled by the representative?

Additional Comments and Notes:

Optional Information

Your feedback is valuable to us, but providing the following information is optional:

How did you hear about us?

  • Referral

  • Online Search

  • Social Media

  • Advertisement

  • Other:

Would you like a follow-up regarding your feedback?

  • Yes

  • No

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