Was the visit worth your time?

Hi 👋 A few questions about the visit, from how the representative handled it to where you stand now. Say what did not work, that is what [company name] can change. 

Under 2 minutes.

1. How was the visit overall?

2. Which sales representative visited you?

Select one answer

  • [Rep 1]
  • [Rep 2]
  • [Rep 3]

3. How would you rate the representative?

Select one answer in each row

  • Poor
  • OK
  • Great

Punctuality

  • Poor
  • OK
  • Great

Listening

  • Poor
  • OK
  • Great

Product knowledge

  • Poor
  • OK
  • Great

Clear pricing

  • Poor
  • OK
  • Great

4. Did the representative agree a next step with you?

Select one answer

  • Yes, with a date
  • Yes, but no date
  • No
  • We do not need one

5. Did any of these happen during the visit?

Select one or more answers

  • I felt pushed to decide on the spot
  • The price was not clear
  • I was promised something that is not in writing
  • The visit ran longer than agreed
  • The representative could not answer my questions
  • None of these

6. How likely are you to buy from [company name]?

  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10

Not at all likely

Extremely likely

7. What would have made the visit better?

500

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Survey Templates Customer Feedback

Sales Visit Evaluation

Who it's for

Companies with reps who visit customers: wholesalers, manufacturers, field sales, service partners.

Who answers

The customer who was visited, the same week. Seven questions.

Use template

What you'll see

  • How the specific rep came across, named in the survey
  • Whether a next step was actually agreed
  • Which things happened in the room, from a list the rep would never write down

How to get good answers

  • Send it from head office, never from the rep who made the visit.
  • Send it after every visit, not only after the ones that ended in an order.
  • Naming the rep is the point. Without it the answers average out and tell you nothing about anybody.
  • Tell your reps in advance that it is running and that it is about the visit, not about them. Otherwise they start coaching customers on how to answer.

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