Here’s How to Design a Sales Survey Using AI

Here’s How to Design a Sales Survey Using AI

written by Houston Golden
Founder & CEO, BAMF Media
October 17th, 2024
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Whether you’re launching a new product or trying to improve your existing processes, you need access to market data.

Market data allows you to have proper feedback regarding your organization and its products, and in turn it allows you to create better methods of providing value to your customers.

One way you can do that is through a sales survey.

But creating a sales survey isn’t just putting together some random questions like what your market’s favorite color is.

No, the process is technical and it needs to be comprehensive enough to give you relevant data that you can use. 

This can be difficult, but don’t worry, that’s where LLMs can come in, like our good pal ChatGPT!

With today’s prompt, we’ll show you how to design a sales survey using AI.

So without further adieu, let’s see what we can do!

What Is a Sales Survey?

A sales survey is a structured set of questions designed to gather feedback from potential buyers about your product.

It helps you understand your audience’s preferences, pain points, and buying behaviors.

Ultimately, it serves as a roadmap to refine your marketing strategy, product development, and overall approach to market positioning.

With the right sales survey, you can create a successful product that meets both the needs and the wants of your target market.

Read more: Master Follow-Up Emails: Re-Engage Prospects Using an AI Prompt!

What Should Be Included in a Sales Survey?

Now before we head on to the prompt, we also need to cover what should be included in a sales survey,

When creating one, you will need to cover both the quantitative and qualitative aspects. You want data you can measure and insights that dive deep into the mindset of your target audience.

Here’s what you should include:

1. Respondent Information

Who is answering your survey? Gather details like the number of respondents and audience segments (e.g., general consumers, B2B buyers).

2. Demographic Details

Learn who your customers are by collecting info like age, gender, location, and employment status.

3. Buying Behavior

Understand how often they purchase similar products, where they shop, and what factors influence their decision-making.

4. Qualitative Insights

Ask open-ended questions to uncover the challenges they face and how they perceive your brand versus competitors.

5. Product Engagement & Awareness

Identify how they learned about products like yours and their willingness to recommend your product to others.

6. Willingness to Buy

Gauge how likely they are to buy your product and what price range they consider acceptable.

7. Competitor Preferences

Discover what brands they currently use and what they like or dislike about those competitors.

8. Additional Feedback

Leave space for any final comments or suggestions that could guide your product development and launch strategy. This allows respondents to reach out to you directly.

At the same time, don’t forget to add contact information.

Now that we have all factors needed for a sales survey, let’s see what it would look like in a prompt.

The Prompt

This isn’t one of our shorter ones, but given how comprehensive it is it should give you all the insight you need.

“I am a [your role, e.g., “digital marketer”] working in the [your industry, e.g., “consumer electronics,” “fashion”] industry. My company is launching a new [product type, e.g., “mobile app,” “clothing line”], and I need to create a comprehensive sales survey targeting potential buyers. The objective is to gather key insights that can inform our marketing strategy, product development, and market positioning.

Please help me generate a structured sales survey that includes a combination of quantitative and qualitative questions. Use the following criteria to guide the design:

1. Respondent Information:

• Number of respondents: [Specify the target number of survey participants, e.g., 100, 500, 1000+]

• Audience segments: [e.g., “general consumers,” “B2B buyers,” “premium customers,” etc.]

2. Demographic Details:

• Age range: [e.g., “18-24,” “25-34,” “35-44,” etc.]

• Gender: [Male, Female, Non-binary, Prefer not to say, etc.]

• Location: [City, Region, Country]

• Employment Status/Industry: [e.g., “IT professional,” “freelancer,” “retail,” etc.]

3. Buying Behavior:

• How often do they purchase products in this category? [e.g., monthly, annually, on special occasions]

• Preferred shopping channels: [e.g., online platforms, physical stores, direct from brand]

• Most important factors when purchasing: [e.g., price, quality, brand loyalty, eco-friendliness]

4. Qualitative Questions:

• What are the top challenges they face when selecting products like ours? [Provide 3-5 options and allow space for custom responses.]

• In what ways could this product category be improved to better meet their needs? [Open-ended response]

• How do they perceive our brand compared to competitors? [Request feedback or free-form responses.]

5. Product Engagement & Awareness:

• How did they first learn about products like ours? [e.g., “advertisements,” “word of mouth,” “influencers”]

• On a scale from 1-10, how likely are they to recommend this product to a friend or colleague?

• What type of content do they prefer when learning about new products? [e.g., tutorials, reviews, social media posts, etc.]

6. Willingness to Buy:

• How likely are they to buy this product within [X] months? [Include Likert scale options]

• What is their acceptable price range for this type of product? [Allow them to input a custom range.]

7. Competitor Preferences:

• What brands are they currently using for similar products? [Provide space to list competitor brands.]

• What do they like/dislike about these competitors? [Allow qualitative input to gather detailed opinions.]

8. Additional Feedback & Insights:

• Any additional comments they’d like to share regarding their experience with similar products or their expectations for our new launch?

Quantitative Summary & Follow-Up:

Once the survey is completed, provide insights from the collected data based on the number of respondents. Please generate:

• A summary of the key customer preferences.

• Most common pain points identified.

• Clear opportunities for improvement based on the feedback.

• Recommendations for how we can refine our product launch strategy and marketing messages to leverage these insights.

The Output

“I am a marketing strategist working in the fashion industry. My company is launching a new clothing line targeting middle-class office workers. I need to create a comprehensive sales survey targeting potential buyers. The objective is to gather key insights that can inform our marketing strategy, product development, and market positioning.

Please help me generate a structured sales survey that includes a combination of quantitative and qualitative questions. Use the following criteria to guide the design:

1. Respondent Information:

• Number of respondents: 500

• Audience segments: middle-class office workers, fashion-conscious professionals, eco-friendly consumers

2. Demographic Details:

• Age range: 25-44

• Gender: [Male, Female, Non-binary, Prefer not to say, etc.]

• Location: USA, UK, Canada

• Employment Status/Industry: Office worker, freelancer, corporate professional

3. Buying Behavior:

• How often do they purchase products in this category? [e.g., monthly, annually, on special occasions]

• Preferred shopping channels: [e.g., online platforms, physical stores, direct from brand]

• Most important factors when purchasing: [e.g., price, quality, brand loyalty, eco-friendliness]

4. Qualitative Questions:

• What are the top challenges they face when selecting products like ours? [Provide 3-5 options and allow space for custom responses.]

• In what ways could this product category be improved to better meet their needs? [Open-ended response]

• How do they perceive our brand compared to competitors? [Request feedback or free-form responses.]

5. Product Engagement & Awareness:

• How did they first learn about products like ours? [e.g., “advertisements,” “word of mouth,” “influencers”]

• On a scale from 1-10, how likely are they to recommend this product to a friend or colleague?

• What type of content do they prefer when learning about new products? [e.g., tutorials, reviews, social media posts, etc.]

6. Willingness to Buy:

• How likely are they to buy this product within [X] months? [Include Likert scale options]

• What is their acceptable price range for this type of product? [Allow them to input a custom range.]

7. Competitor Preferences:

• What brands are they currently using for similar products? [Provide space to list competitor brands.]

• What do they like/dislike about these competitors? [Allow qualitative input to gather detailed opinions.]

8. Additional Feedback & Insights:

• Any additional comments they’d like to share regarding their experience with similar products or their expectations for our new launch?

Quantitative Summary & Follow-Up:

Once the survey is completed, provide insights from the collected data based on the number of respondents. Please generate:

• A summary of the key customer preferences.

• Most common pain points identified.

• Clear opportunities for improvement based on the feedback.

• Recommendations for how we can refine our product launch strategy and marketing messages to leverage these insights.

how to design a sales survey using AI, Here’s How to Design a Sales Survey Using AI
how to design a sales survey using AI, Here’s How to Design a Sales Survey Using AI
how to design a sales survey using AI, Here’s How to Design a Sales Survey Using AI
how to design a sales survey using AI, Here’s How to Design a Sales Survey Using AI
how to design a sales survey using AI, Here’s How to Design a Sales Survey Using AI

Now that you’ve seen what kind of sales survey ChatGPT can create for you, you can make your own.

But why exactly should you make a sales survey?

Why Is a Sales Survey Important?

As mentioned above, you can learn of your target market’s preference with a sales survey. But it goes beyond that; here are some other ways you can use your sales survey for:

1. Market Research

Through a sales survey, you can identify trends—both current and emerging—among your target market and within your industry. By asking about preferences, usage, and even future intention, you can stay ahead of the curve and adapt to the market needs.

2. Customer Feedback

By collecting feedback on existing products, you can identify any weak areas that need refinement and features that your current customers like best. Through this, you can further improve client satisfaction and loyalty.

3. Targeting

Using the survey responses, you can segment your audience further based on the results. With this, you can customize your marketing messages and campaigns to make it more effective to your market.

4. Performance Tracking

Regularly conducting a sales survey also allows you to track any changes in customer sentiment over time. 

Comparing responses from older surveys to your current ones will help you gauge the impact of your strategies, new products, and even any changes in service or branding.

5. Identifying Opportunities

Insights from your sales surveys can even help you identify gaps in the market that your business can take advantage of. By understanding customer needs that aren’t being met by your industry, especially your competitors, you can develop new products that meet those demands.

6. Enhancing Customer Relationships

Conducting surveys regularly shows how you value your customers’ opinions and demonstrates your commitment to improve their experience. Through this approach, you are strengthening your brand reputation and the trust between you and your customers.

Key Takeaways

Using AI for sales survey makes the process easier for a lot of organizations who don’t have the ability or capacity to run a research arm.

You can take this to the next level by adding in a qualitative step right after your sales survey, but the only caveat is that they can take up resources.

From understanding buying behavior to collecting valuable feedback on your competitors, a well-structured survey provides a lot of insight that can lead to the success of your product launch.

With the right survey in hand, you’ll be set up to hit the ground running and turn insights into action.

Now that you know how to design a sales survey using AI, you’re ready to take on the world …of sales!

Read more: Build Stronger Client Relationships: Create an Onboarding Process with ChatGPT

About the Author

The name's Houston Golden. I'm the Founder & CEO of BAMF — a company I've grown from $0 (yes, really) to well over $5M+ in revenue over a span of 5 years.

How did I do it? Well, it's quite simple, really. I've helped hundreds of business owners and executives get major traction (because when they win, we win), I tell all on this blog.

Growth hacking is a state of mind. Follow along as I explore and expose the unknown growth strategies and tactics that will change the way you think about marketing.
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