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Sales Interview Process With Questions

Sales Interview Process With Questions

Run this Sales Interview Process With Questions when you conduct an interview for the role of sales representative within your company.
Introduction to Sales Interview Process With Questions:
Enter checklist details
Review the candidate's application
Run a screening interview
Consider whether the candidate continues
Interview the candidate for the role
Decide whether the candidate has the necessary expertise
Perform a team interview
Discuss whether the candidate would be a good fit
Make the hiring decision
Congratulate the candidate
Inform the candidate they were unsuccessful
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Introduction to Sales Interview Process With Questions:

Sales Interview Process With Questions

This Process Street Sales Interview Process With Questions is engineered to guide a manager through a three-stage interview process for hiring a sales representative or business development executive for your growing business.

This template is developed to be part of a larger recruitment process outlined in How to Conduct an Interview: A Full Hiring Process With 11 Premade Interview Processes.

The process works as follows:

  • Applicants are sent an application process to fill out via a checklist run link: Job Application Form.
  • The information from this application process feeds back into the interview process which is triggered on submission via Zapier.
  • The hiring manager screens the application and arranges the first interview if the candidate appears qualified for the role.
  • The information gathered in the interview process for the successful candidate is then fed back into the recruitment process to help with onboarding.

Throughout this checklist, conditional logic is used to present differing next steps depending on the information entered into the template. 

For example, in task 3 Review the candidate’s application if the manager decides the candidate is not sufficiently qualified the next task would be Inform the candidate they were unsuccessful. If the manager decides the candidate is qualified for the role the next task would be Run a screening interview

Within this checklist, there will be form fields where information can be recorded. This information, and information from the initial application process, can be pulled into text boxes in relevant sections to display important context to the interviewer. 

Throughout the template, you will find example questions which might be asked of a candidate applying to a sales related role. The template can be edited to add custom questions and additional steps to the process if you need them. 

Enter checklist details

Use this section to enter the details of the candidate and of the checklist being run.

If you’re using the full application process outlined in How to Conduct an Interview: A Full Hiring Process With 11 Premade Interview Processes then the candidate details will be pulled from the prospective hire’s application process and recorded in hidden fields in this task. 

The data in these hidden fields should be shown in this text box through the use of variables. Other information from the candidate’s application process will be shown in relevant sections throughout the checklist.

Candidate name: {{form.Candidate_name}}

Date of application: {{form.Date_of_submission}}

Role applied for: {{form.Role_applying_for}}

Email address: {{form.Candidate_email_address}}

Phone number: {{form.Candidate_phone_number}}

Full address: {{form.Candidate_full_address}}

Social security number: {{form.Candidate_social_security_number}}

US working eligibility: {{form.Candidate_US_eligibility}}

Felony history: {{form.Candidate_felony_conviction}}

Enter any other pertinent information into the form fields below.

Use the email widget below to send an invitation to the candidate.

Review the candidate’s application

Use the information from the candidate’s application to assess whether they should be given a screening interview. 

Use the form field to determine the next stage. 

You can find the candidate’s information below the drop-down

The candidate’s answers are automatically pulled from the Job Application Form checklist which was sent to the candidate.

The role applying for:


Relevant experience 1:


Relevant experience 2:


Relevant experience 3:


Achievement 1:


Achievement 2:


Achievement 3:


What elements do you believe create a strong team environment?:


What task have you undertaken where teamwork played a large role?:


Can you provide an example of how you have managed conflict in the workplace?:


Tell us about a time in the past where you provided leadership to a team:


Why did you want the role:


Expand on the answer:


What would your autobiography be called?:


If you could steal credit for any art, music, film, or literature what piece would it be?:


Is tea or coffee a better office beverage?:


Describe the emotions you feel when playing a game of monopoly:


Everyone has a good app idea. What’s yours?:


Contact availability:


Run a screening interview

A screening interview could be undertaken in person or over the phone. 

The goal of a screening interview is to get a general feel for the candidate and see whether they qualify for the next stage of the process. 

Use the form fields below to record the answers to the questions.

Consider whether the candidate continues

Use this space to determine whether or not the candidate should advance for further interviews. 

You can use the drop-down selection below to record your decision.

Interview the candidate for the role

When it comes to the first full interview, you may want to include extra questions specific to your business. 

Letting the candidate know about your business processes and operations can allow them to tell you experiences most relevant to your company.

You can use this interview to drill down into their knowledge of sales and their past performance.

The form fields below will allow you to record the information. 

Decide whether the candidate has the necessary expertise

Use the drop-down below to record whether or not the candidate will make it to the next stage.

Perform a team interview

This interview gives you the opportunity to introduce the candidate to other members of the team and lets you gain an insight into how well the prospective hire would fit into your organization. 

You can add extra questions here to clarify items from the previous interview or pursue the details of other topics which had been raised previously. 

If your sales team work together closely often then you’ll want to find out whether this hire would be a good fit, and get feedback from the other members of your team

Discuss whether the candidate would be a good fit

Review all the materials contained in this checklist and discuss the different candidates. 

Sometimes you know who jumps out at you and other times it’s a lot harder. 

Consider how you prioritize the following features of a candidate:

  • Competency in the role
  • Experience in the role
  • Whether they’ll fit into the company culture

Use the form field provided for notes.

Ray Dalio, founder and CEO of hedge fund Bridgewater Associates, leaves us with a little suggestion for making a final choice on who you hire. 

Forgive yourself

Making the right choice is a gamble and it’s normal for it not to always pay off.  

Make the hiring decision

You can connect this step with our Employee Onboarding Process.

You can use either Zapier or the checklist run link to take important information for HR from this checklist and insert it into the Employee Onboarding Process. 

Use the drop-down field to confirm your hiring decision and the form field below to identify a reason for your decision which will be passed on to the candidate. 

Congratulate the candidate

Use the email widget attached to notify the candidate of their success and let them know you’ll follow up with them in due time. 

Inform the candidate they were unsuccessful

It is important to maintain good relationships with other people in life and in work. 

Let the unsuccessful candidate know that they will not be offered the position. If possible, outline some of your reasons for not choosing them for the role. 

You can use the email widget below. 


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