Free Sales Account Health Survey

Introducing Template.net's Sales Account Health Survey Template! Crafted to gauge client satisfaction, it's fully editable and customizable to fit your unique needs. Seamlessly adjust questions, layout, and design in our user-friendly online AI editor tool. Elevate your sales strategy with insights tailored to your business. Get started today!

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
	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
Customer Satisfaction	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
Revenue	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
Account Planning	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
Training & Support	Does the account team need any additional training?	N/A

Free Sales Account Health Survey

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