Sales Onboarding Ramp Assessment Form

Sales Onboarding Ramp Assessment Form — Form Fields

This sales template includes 12 fields. Assess new sales hire progress against ramp milestones during the first 90 days of onboarding. Free to customize and use on ZenBuild.

• New Hire Name (text, required)
• New Hire Email (email, required)
• Hiring Manager Name (text, required)
• Current Ramp Week (dropdown selection, required) — options: Week 1-2, Week 3-4, Month 2, Month 3
• Product Knowledge (1-5) (rating, required)
• Sales Process Adherence (1-5) (rating, required)
• CRM Usage (1-5) (rating, required)
• Prospecting Activity (1-5) (rating, required)
• First Demo Completed? (dropdown selection, required) — options: Yes, No - Scheduled, No - Not yet
• Areas of Strength (long text, required)
• Areas Requiring Improvement (long text, required)
• On Track to Hit 90-Day Ramp Target? (dropdown selection, required) — options: Yes, At risk, No