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Anonymous Quarterly Planning Sales Survey

Before starting this survey, re-read Brittany's original vision for this process.

“This is a planning process for the Sales Team. It’s a structured approach to ensure everyone is aligned on priorities and responsibilities for the year. It’s a framework that can be adapted to meet the specific needs of each territory and team. This is not a rigid set of rules.”

Think at a national level and not just your own territory. In other words, what is not necessary for you could be for others (non-rigid).
 

This survey is anonymous. We would like to know what your stakeholder role is to organize the responses accordingly. Please select your position in this process:
Rate 1-5, with 5 being the highest degree of satisfaction and/or agreement with the statement. If the question doesn’t apply to your role select N/A.
Rate the effectiveness of the current Regional Review Plan for 2025 in achieving this vision.
The regional quarterly reviews are providing added benefit to our strategic planning.
We have measured increased sales opportunities by driving these regional reviews.
We are following through with the commitments made during these reviews.
This process is encouraging broader communication and cooperation interdepartmentally.
This process should be aligned with the account review process.
Remaining open ended questions are optional but encouraged.