Free Sales Mid-Onboarding Evaluation Template

SALES MID-ONBOARDING EVALUATION

[Date]

This Mid-Onboarding Evaluation is designed to assess the effectiveness of our onboarding process for sales team members and identify areas for improvement. This evaluation is intended for use by the salesperson and their immediate supervisor to ensure alignment and drive success.

I. Basic Information

Item

Details

Salesperson Name:

[Salesperson Name]

Supervisor's Name:

[Supervisor's Name]

Department:

Sales

Date of Onboarding:

[Onboarding Date]

II. Evaluation Criteria

A. Skills and Knowledge Assessment

Skill/Knowledge Area

Rating (1-5)

Comments

Product Knowledge

4

Good understanding of features

B. Technology Familiarity

Software/Tool

Comfort Level (1-5)

Comments

CRM

4

Needs more practice on advanced features

C. Team Collaboration

Area

Rating (1-5)

Comments

Communication Skills

5

Excellent communication with the team

III. General Feedback

  1. Strengths:

    • Strong customer engagement skills

    • Quick learner

  2. Areas for Improvement:

    • Time management

    • Product upselling

IV. Recommendations for Next Steps

  1. Additional training sessions on company policies

  2. Weekly check-ins with the supervisor for the next month

Supervisor:

[Supervisor's Name]

Salesperson:

[Salesperson Name]

For any further questions, please contact:

[Your Company Number]

[Your Company Email]

Thank you for your time and participation in this Mid-Onboarding Evaluation.

This document is confidential and intended solely for the use of the individual or entity to which it is addressed. Unauthorized use, disclosure, or copying is strictly prohibited.

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