Free Sales Onboarding Feedback Rubric Template

Sales Onboarding Feedback Rubric

This rubric serves as an instrumental tool in providing new sales personnel with constructive feedback and evaluation that measures their onboarding experience and training effectiveness using the rating scores and descriptions herein.

Criteria

Poor

(1)

Average

(2)

Good

(3)

Excellent

(4)

Understanding of the Product

Limited understanding of the product and its benefits.

Basic understanding of the product, missing some key features.

Good understanding of the product, slight confusion on some benefits.

Complete understanding and able to explain product benefits flawlessly.

Sales Techniques

Struggles to sell and lacks convincing techniques.

Basic sales skills, but lacks personal touch and persuasiveness.

Good sales skills, with room for improvement on persuasion techniques.

Perfect selling techniques, personal touch and highly persuasive.

Customer Interactions

Attempts at interaction are ineffective, lacking in professionalism.

Interacts adequately, lacks engagement or enthusiasm.

Interactions are effective and engaging most of the time.

Exceptional interactions, sets an example for professionalism and engagement.

Follow-through on Sales Leads

Does not follow-through or follow-up effectively.

Follows-up sometimes but misses potential leads.

Usually follows-through on leads efficiently.

Outstanding follow-through, leaves no opportunity unexplored.

Prepared by:

[Your Name]

[Your Role]

[Your Company Name]

Date: [Month Day, Year]

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