Sales rep performance review template?

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June 01, 2021

by a searcher from University of Virginia-Darden - Darden School of Business in Salt Lake City, UT, USA

Hi all, I'm helping build a sales force at our company and I need a template for a good quarterly performance review. This is a B2B hotel housekeeping outsourcing business. Obviously there are a ton of template available online, but I was wondering if anyone had a good example they could share.

Thanks in advance!

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Reply by a searcher
from University of Denver in Boston, MA, USA
Weekly is the ideal cadence for most sales reps. Quarterly is too infrequent. I've built a lot of sales teams and helped lead people through this if you want to chat. Here's a template: https://docs.google.com/document/d/1QZ5VnNuXUcuwVu2lQzSxYE3lIL2shupd56KTaiQyles/edit
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Reply by a searcher
from Arizona State University in Scottsdale, AZ, USA
Dan reach out if you'd like to explore and I'd say Patrick's document is good from an outline perspective. Depending on what CRM you're using there may be some other ways to help with forecasting, KPI review, skillset development that all fit in for a quarterly review.
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