Sales Hiring Assessment Template
Avoid bad hires and build a winning team with a sales hiring assessment template.
Why use this template?
When I hired my first sales rep, I did not use a sales hiring assessment template, but I wish I had. Hiring a bad sales rep is reported to cost a B2B SaaS company anywhere from $50,000 - $120,000. This of course depends on how long it took you to hire them, train them and then ultimately fire them. And how high value the employee is to the business. The more senior, the more expensive.
As I was researching how to hire sales reps, I came across various sales hiring assessment tests and inside sales hiring assessment tools. While none of them met my specific needs, I did find Mark Roberge’s book “The Sales Acceleration Formula.” In the book, he describes how they took a data driven approach to hiring sales reps at Hubspot. Eventually scaling their sales organization to hundreds of sales reps.
That inspired me to build a template for evaluating multiple sales candidates, and determining who was the best person to hire for the job.
What's inside the template
This sales hiring assessment template is divided into the following sections to quantifiably compare your feedback after every sales rep interview. Once you download the template, familiarize yourself with each of the following tabs:
- Instructions: the first tab to outline how to use the template most effectively.
- Sales Hiring Assessment TEMPLATE: a blank template for you to enter in your sales candidate names, scores, qualitative notes and recommendation.
- Example template: a pre-populated template for inspiration.
Once I started using this template, I was able to sift through hundreds of resumes, interview candidates and identify the A-players for our sales team. Within 3 years, we grew our annual revenue from $2 million to $18 million. That’s exciting growth. I only wish I had the framework sooner to make even better hiring decisions earlier. We could have allocated capital that much more efficiently.
How to use this template
Before you simply download the template and copy the example, take a moment to think about the characteristics required to be successful selling your product. The skill set required for a high-velocity, more transactional sales is much different than a relationship driven, enterprise sale.
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Then take a look at these templates below as well. They made a major difference in our growth trajectory.
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
