Free Sales Outline Recruitment Checklist

Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
1. Define Sales Recruitment Needs & Job Posting
Checklist Item | Completed | Notes |
|---|---|---|
Identify specific sales roles needed (e.g., sales representatives, account managers) |
| |
Determine required sales skills and experience (e.g., B2B, B2C, closing techniques) |
| |
Assess team needs and sales targets. |
| |
Create detailed job descriptions highlighting required skills and responsibilities. |
| |
Post job openings on relevant sales job boards and the company website |
| |
Share openings through social media and networking |
| |
Set up an online application system. |
| |
Specify application requirements and deadlines. |
|
2. Initial Screening and Interviews
Checklist Item | Completed | Notes |
|---|---|---|
Review resumes for relevant sales experience and skills |
| |
Conduct initial phone screenings to assess fit and interest. |
| |
Schedule interviews with shortlisted candidates |
| |
Prepare interview questions (technical, behavioral, and situational) |
|
3. Post-Interview Evaluation
Checklist Item | Completed | Notes |
|---|---|---|
Collect feedback from all interviewers |
| |
Score candidates based on defined criteria |
| |
Discuss and finalize candidate selection. |
|
4. Offer and Onboarding
Checklist Item | Completed | Notes |
|---|---|---|
Prepare and send job offer letters |
| |
Arrange onboarding materials and resources. |
| |
Schedule orientation and training sessions |
|
5. Continuous Improvement
Checklist Item | Completed | Notes |
|---|---|---|
Set up regular check-ins with new hires |
| |
Gather feedback on the recruitment and onboarding process. |
| |
Evaluate overall sales team performance and targets |
|
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