Filetype Excel XLS | Posted on 09 Aug 2022 | 3 years ago
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239x Filetype XLS File size 0.10 MB Source: cdn2.hubspot.net
Sheet 1: Guide for Interviewers
| Sales Interview Scorecard | |||||||||||||||
| How to Use the Interview Scorecard | |||||||||||||||
| This template is intended to streamline your sales candidate interviewing process and ensure consistency across applicants and interviewers. Use this scorecard to align with your team on the criteria each candidate should meet, how to evaluate candidates against those criteria, and which candidates to move to the next round. Save time and reduce meetings with a single process and evaluation system that keeps everyone on the same page. | Scoring Key: | ||||||||||||||
| Individual Questions | |||||||||||||||
| 1 | Unacceptable | ||||||||||||||
| 2 | Not ideal | ||||||||||||||
| 3 | Acceptable | ||||||||||||||
| 4 | Excellent | ||||||||||||||
| 5 | Perfect! Couldn't get any better! | ||||||||||||||
| Total Score | |||||||||||||||
| 20 - 40 | Poor candidate. Thanks but no thanks. | ||||||||||||||
| 41 - 60 | Not ideal candidate; pass | ||||||||||||||
| 61 - 80 | Good fit. Determine if any points taken off are dealbreakers (culture fit, sales philosophy etc) | ||||||||||||||
| 81 - 90 | Excellent candidate, great hire. | ||||||||||||||
| 90 + | Once-in-a-lifetime candidate. Hire immediately before someone else snatches them up! | ||||||||||||||
| Sales Interview Scorecard | |||||
| Candidate: | Candidate Name | Date: | |||
| Interviewer: | |||||
| Job Description | Quality/ Experience | Question Prompts | Score (1 - 5) | Comments | |
| CATEGORY: Ability/Potential | |||||
| 1 | Mature, emotionally stable, reliable | rapport-building, determine immediate red flags | background, motivation to apply, interest in position | 5 | |
| 2 | Consistent performer, high energy, articulate | potential for success in sales | systems/processes; past success | 4 | |
| 3 | Driven to succeed | professional, driven | motivation | 4 | |
| 4 | Inquisitive and committed to improve | focused on self-improvement | courses, reading, goals | 4 | |
| 5 | Positive attitude, optimistic, motivated | Will pick back up and keep going after a loss/rejection | rejection, disappointment | 4 | |
| 6 | Intuitive, insightful, and very self confident | confident, self-aware | strengths/weaknesses | 3 | |
| 7 | Structured thought processes and good at multi-tasking | organized, capable of multi-tasking | reactive/proactive; process-oriented; competing priorities | 3 | |
| CATEGORY: Experience | |||||
| 8 | Cold calling, prospecting and appointment setting experience. | Sales Development | sales development capabilities | 4 | |
| 9 | 3-5 years sales experience | Max score = 5 years + | years experience | 5 | |
| 10 | Relates well to clients and quickly gains their respect | good bonding and rapport, trustworthy, and intelligent | likeability, meeting new people | 4 | |
| 11 | Takes initiative and works independently consistently looking for new leads | good hunter | prospecting | 4 | |
| 12 | Well organized and tidy | methodical and organized, familiar with CRM | organization ability, CRM | 5 | |
| 13 | Passionate about selling | passionate about the job | philosophy, experience, attitude | 4 | |
| 14 | Builds relationships and enjoys cold calling | strong cold calling, will generate leads and build relationships | cold calling skills | 3 | |
| CATEGORY: Culture Fit | |||||
| 15 | Great team player | can work with a small team, contributes | small team, contributions | 5 | |
| 16 | Act consistently with company’s core values | chemistry, fit | core values | 4 | |
| 17 | How excited about the company | passionate about working with the company | excitement, energy, WHY | 4 | |
| 18 | n/a | will they get along with the team? | hobbies | 3 | |
| 19 | n/a | looking for a long-term relationship? | goals, aspirations, plans | 2 | |
| 20 | n/a | sense of humor, creativity | curveball questions | 5 | |
| Interview Summary | |||||
| Candidate: | Candidate Name | Total Score: | 79 | Candidate's Strengths/Weaknesses | |
| Interviewer: | Max Score: | 100 | |||
| Date: | % vs. Max: | 79% | |||
| Recommended Next Step | Check References | ||||
| Sales Interview Scorecard | ||||||
| Interview Checklist | ||||||
| Before the Interview | ||||||
| ☐ Print and bring a copy of the candidate's resume. | ||||||
| ☐ Print and bring a copy of the job description. | ||||||
| ☐ Check in with other interviewers for updates. | ||||||
| ☐ Find a quiet place for the interview. | ||||||
| ☐ Bring a watch or other time-keeper. | ||||||
| During the Interview | ||||||
| ☐ Keep track of which questions you're asking. | ||||||
| ☐ Don't rush through the questions - have a conversation. | ||||||
| ☐ Put your candidate at ease, ask if she wants water etc. | ||||||
| ☐ Leave time for the candidate to ask her questions. | ||||||
| After the Interview | ||||||
| ☐ Take time right away to complete your notes from the interview while they're fresh. | ||||||
| ☐ Complete your Interview Scorecard and submit to management. | ||||||
| ☐ Make notes of what worked and didn't work in the interview process generally. | ||||||
| ☐ Provide additional feedback throughout the hiring process as needed. | ||||||
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