Customer Name:

Date of Interaction:

Sales Representative:

Product/Service Purchased:

Company Name:

[Your Company Name]

Was the customer satisfied with the overall buying experience?

Did the customer find the sales process easy to understand?

Were the sales materials and product/service information helpful?

Did the customer feel their needs were understood and addressed?

Was the sales representative knowledgeable about the product/service?

Was the sales representative professional and polite?

Did the sales representative respond to questions promptly?

Did the representative maintain good communication throughout the process?

Did the product/service meet the customer’s expectations?

Were there any concerns or issues with the product/service quality?

What features or aspects of the product/service did the customer like most?

Were there any features or aspects the customer felt could be improved?

Would the customer recommend this product/service to others?

On a scale of 1-10, how satisfied is the customer with the overall experience?

Did the customer express any concerns or complaints? If yes, what were they?

Did the customer provide any suggestions for improving the product/service or sales process?

Did the customer mention any competitors or alternative solutions?

Is there a need for follow-up communication? (e.g., resolving an issue, providing more information)

Have follow-up actions been scheduled or assigned to the sales team?

Does the customer need additional support or resources (e.g., tutorials, onboarding materials)?

Has the checklist been reviewed for quality and completeness?

Are there any actions that require further attention or escalation?