Welcome! Below you will find a wide variety of documents to help manage and organize your sales team. Topics covered include hiring and onboarding, team development, performance management, compensation planning, and general policies.

<aside> 👉 Have a specific template you’d like to see? Send an email to [email protected] and we’ll see about putting something together.

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Our library is organized in the following way:

• Hiring & Onboarding: Documents include job postings, interview questions, interview guides, and more.
• Performance & Expectations: Documents include performance improvement plans, individual assessments, role expectations, and more.
• Team Growth: Documents include promotion plans, career ladders, compensation plans, and more.
• Administrative: Documents include spend policies, operating cadences, SDR/AE handoff procedures, and more.

Hiring & Onboarding

<aside> 🪧 Job Posting - Account Executive

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<aside> 🪧 Job Posting - Account Manager

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<aside> 🪧 Job Posting - Sales Director

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<aside> 📄 Hiring Form - Blank

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<aside> 📄 Hiring Form - SDR Manager

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<aside> 📄 Hiring Form - Director of Sales

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<aside> 🤌 Interview Process - Standard

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<aside> 🤌 Interview Process - Sales Development Representative

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<aside> 📃 Candidate Evaluation Form

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<aside> 📞 SDR/AE Manager Phone Screen Checklist

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<aside> ❓ Interview Traits & Questions

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<aside> 🖥️ Interview Training Guide

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