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?
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Referral
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Online Search
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Social Media
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Advertisement
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Other:
Would you like a follow-up regarding your feedback?
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Yes
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No