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Home/Templates/Interviewing/Structured interview guide — sales
Template & guide

Structured interview guide — sales

A complete structured interview loop for sales roles: stage plan, competency map, pipeline walkthrough and mock discovery call question banks, and scoring anchors.

  • Made forEmployers · Recruiters
  • Reading time~3 min
  • What's includedA complete, professionally written document you can adapt to your team.
Sign up to customize & send

The template

This guide gives {{Company name}} a structured loop for sales roles — account executives, SDRs stepping up, and sales leaders. Salespeople interview for a living, so unstructured conversations select for charm rather than selling. This loop counters that with two evidence-heavy stages: a pipeline walkthrough where numbers must reconcile, and a mock discovery call where the candidate sells live.

Stage plan

StageGoalDurationInterviewer
Recruiter screenConfirm motivation, logistics, and quota history30 minutesRecruiter
Hiring manager interviewPipeline walkthrough: deals, numbers, and how they were won60 minutesSales manager
Mock discovery callWatch the candidate run discovery on your product live45 minutesSenior AE or sales lead
Deal review deep diveDeconstruct one won and one lost deal end to end45 minutesSales leader
Values and closeAssess coachability, alignment, and close the candidate30 minutesSenior leader

Competency map

  • Pipeline discipline — builds and maintains coverage systematically; numbers reconcile under questioning.
  • Discovery skill — asks questions that surface pain, budget, and process instead of pitching features.
  • Deal control and closing — advances deals with mutual plans and handles negotiation without panic discounts.
  • Forecast accuracy — calls their number honestly and knows why each deal sits where it sits.
  • Coachability — absorbs feedback fast and shows evidence of changing their own game.

Question banks by stage

Recruiter screen

  • Walk me through your quota and attainment for the last two years, year by year.
  • What was your average deal size and sales cycle length?
  • How much of your pipeline did you source yourself versus receive from marketing or SDRs?
  • What are you looking for in your next team?
  • What are your compensation expectations — base, variable, and OTE?

Hiring manager interview — pipeline walkthrough

  • Reconstruct your pipeline from your best quarter: how many deals at each stage, and what was the coverage ratio?
  • Pick the biggest deal you won last year. Walk me through it from first touch to signature.
  • Who were the buyers in that deal, and who almost killed it?
  • Tell me about a quarter you missed. What did the gap analysis show?
  • How did you decide which deals to walk away from? Give me a real example.
  • What was your prospecting rhythm when pipeline was thin — literally, what did Monday look like?

Mock discovery call

Brief the candidate on your product with a one-pager the day before. An interviewer plays a realistic prospect with a hidden pain, a budget constraint, and a competing priority. Do not make the prospect easy.

  • How do they open — agenda and permission, or straight into pitch?
  • Do their questions go one level deeper on the pain, or skim and move on?
  • Do they uncover the hidden constraint without being handed it?
  • When asked directly for price, how do they handle it?
  • Do they close with a concrete, time-bound next step both sides agree to?
  • In the debrief: what did they learn about the prospect, and what would they do next?

Deal review deep dive

  • Bring one won and one lost deal. For the loss: when was it actually lost, in hindsight?
  • What did the champion in your won deal say about you to their boss? How do you know?
  • Show me how you ran the negotiation: what did you concede, and what did you get in return?
  • Where did legal or procurement almost stall the deal, and what did you do?
  • If you re-ran the lost deal, what is the one change that flips the outcome?

Scoring anchors

Score each competency 1 to 4 with written evidence immediately after each stage. The mock call and the pipeline walkthrough carry the most weight; charm without reconciling numbers is a 2, not a 3.

  • 1 — Below bar: attainment stories collapse under arithmetic, discovery is a feature pitch, discounts are the only closing tool.
  • 2 — Near bar: hits quota in favorable conditions; discovery adequate but stays shallow; forecast driven by hope.
  • 3 — At bar: numbers reconcile, discovery uncovers real pain, deals advance through mutual plans, honest about losses.
  • 4 — Above bar: controls the mock call naturally, diagnoses their own losses better than the interviewer could, and shows a repeatable system others could learn from.

Not legal advice

This template is provided for general informational purposes only and is not legal advice. Laws differ by jurisdiction and change over time — have a qualified professional review any document before you rely on it.

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