Sales trainers play a pivotal role in an organization's success by equipping sales teams with the skills, knowledge, and confidence needed to drive revenue growth. The effectiveness of your sales training program directly impacts your bottom line, making the hiring of exceptional sales trainers a critical business decision. Finding candidates who can not only understand sales methodologies but also effectively communicate, coach, and inspire others requires a thorough evaluation process.
Traditional interviews often fail to reveal a candidate's true capabilities in designing and delivering impactful training. While candidates may articulate their approach to sales training eloquently during an interview, their actual ability to engage learners, adapt to different learning styles, and drive behavior change can only be assessed through practical demonstration.
Work samples provide a window into how candidates will actually perform on the job. By observing candidates in action—creating training materials, delivering mock sessions, providing coaching feedback, or analyzing sales performance—hiring managers can make more informed decisions based on demonstrated skills rather than self-reported experience.
The following four work sample exercises are designed to evaluate the essential competencies of successful sales trainers: instructional design, training delivery, coaching ability, and performance analysis. By incorporating these exercises into your hiring process, you'll be able to identify candidates who not only understand sales training theory but can execute effectively in real-world scenarios.
Activity #1: Mini-Training Session Delivery
This activity evaluates the candidate's ability to engage an audience, communicate clearly, and deliver sales training content effectively. The best sales trainers combine subject matter expertise with dynamic presentation skills and an ability to adapt to their audience. This exercise reveals how well candidates can structure a lesson, maintain engagement, and convey complex sales concepts in an accessible way.
Directions for the Company:
- Ask the candidate to prepare and deliver a 15-minute training session on a specific sales skill (e.g., handling objections, discovery questioning, closing techniques).
- Provide the topic at least 24 hours in advance.
- Assemble a small group (3-5 people) to act as the "sales team" receiving the training.
- Ensure the room has a whiteboard, flip chart, or digital presentation capabilities.
- Designate someone to observe and evaluate the candidate's delivery style, engagement techniques, and content mastery.
- Record the session (with permission) for later review with your hiring team.
Directions for the Candidate:
- Prepare a 15-minute training session on the assigned sales skill.
- Design the session to be interactive and engaging.
- Include at least one activity or exercise for participants.
- Be prepared to answer questions from participants.
- Focus on making the content practical and immediately applicable.
- Bring any materials you need (handouts, presentation files, etc.).
Feedback Mechanism:
- After the session, provide specific feedback on one aspect the candidate did exceptionally well (e.g., "Your use of real-world examples made the concept very relatable").
- Offer one constructive suggestion for improvement (e.g., "The session could benefit from more participant interaction").
- Give the candidate 5 minutes to explain how they would modify their approach based on this feedback and demonstrate a brief segment incorporating the changes.
Activity #2: Training Content Development
This exercise assesses the candidate's ability to create effective training materials that align with business objectives and learning principles. Great sales trainers must be able to design content that is both educational and engaging, with clear learning outcomes. This activity reveals the candidate's instructional design skills and their ability to translate sales concepts into practical learning experiences.
Directions for the Company:
- Provide the candidate with a specific sales challenge your team faces (e.g., "Our reps struggle with cross-selling additional products").
- Include relevant background information such as current performance data, target audience details, and business objectives.
- Give the candidate access to your sales methodology documentation or product information as appropriate.
- Allow 2-3 hours for the candidate to complete the exercise, either on-site or as a take-home assignment.
- Provide a template or guidelines for the expected deliverable format.
Directions for the Candidate:
- Design a one-page outline for a 60-minute training module addressing the specified sales challenge.
- Include clear learning objectives, content sections, activities, and assessment methods.
- Create one detailed sample activity or exercise that would be included in the training.
- Develop a one-page handout or job aid that sales reps could use after the training.
- Be prepared to explain your instructional design choices and how they address the specific challenge.
- Consider how you would measure the effectiveness of this training.
Feedback Mechanism:
- Provide feedback on the strengths of the candidate's training design (e.g., "Your learning objectives were clearly aligned with the business need").
- Offer one area for improvement (e.g., "The assessment method might not effectively measure behavior change").
- Ask the candidate to spend 10 minutes revising one element of their design based on your feedback.
Activity #3: Sales Call Coaching Simulation
This activity evaluates the candidate's ability to provide effective coaching feedback to sales representatives. Successful sales trainers must be skilled at identifying areas for improvement and communicating feedback in a way that motivates behavior change. This exercise reveals how well candidates can analyze performance, prioritize feedback points, and deliver constructive guidance.
Directions for the Company:
- Provide the candidate with a recording of a real or simulated sales call (with sensitive information removed).
- Select a recording that contains both strengths and clear opportunities for improvement.
- Include information about the sales rep's experience level and any relevant context about the call.
- Prepare a document outlining your organization's sales methodology or call framework.
- Allow the candidate 30 minutes to review the recording and prepare their coaching approach.
- Assign someone to role-play as the sales representative receiving coaching.
Directions for the Candidate:
- Review the sales call recording and identify 2-3 key strengths and 2-3 areas for improvement.
- Prepare a structured coaching conversation that follows a recognized coaching framework.
- Conduct a 15-minute coaching session with the role-playing "sales rep."
- Focus on being specific, constructive, and actionable in your feedback.
- Include questions that help the "rep" self-discover improvement opportunities.
- Conclude with clear action items and next steps.
Feedback Mechanism:
- Provide feedback on what the candidate did well in their coaching approach (e.g., "You effectively used questions to guide the rep to their own insights").
- Offer one suggestion for improving their coaching effectiveness (e.g., "Consider demonstrating the improved approach rather than just describing it").
- Give the candidate 5 minutes to adjust their approach and re-do a portion of the coaching conversation incorporating the feedback.
Activity #4: Sales Performance Analysis and Training Recommendation
This exercise assesses the candidate's analytical skills and ability to design targeted training interventions based on performance data. Effective sales trainers must be able to identify skill gaps from performance metrics and create appropriate development plans. This activity reveals how well candidates can connect data analysis to practical training solutions.
Directions for the Company:
- Prepare a sanitized dataset showing sales performance metrics for a team (e.g., conversion rates, sales cycle length, deal size, activity metrics).
- Include some contextual information about team composition, experience levels, and current training.
- Provide information about available training resources and constraints.
- Allow the candidate 60-90 minutes to analyze the data and prepare recommendations.
- Consider including qualitative data such as manager observations or customer feedback.
Directions for the Candidate:
- Analyze the provided sales performance data to identify patterns, trends, and potential skill gaps.
- Develop a one-page training plan that addresses the most critical performance issues.
- Include specific recommendations for training topics, formats, and sequencing.
- Explain how you would measure the impact of your proposed training interventions.
- Be prepared to present and defend your analysis and recommendations in a 15-minute presentation.
- Consider both team-wide and individual development needs in your plan.
Feedback Mechanism:
- Provide feedback on the strengths of the candidate's analysis and recommendations (e.g., "Your identification of the pipeline conversion issue was insightful").
- Offer one area where their approach could be enhanced (e.g., "Consider how you might address the varying experience levels within the team").
- Ask the candidate to spend 10 minutes refining one aspect of their recommendation based on this feedback.
Frequently Asked Questions
How long should we allocate for these work sample exercises?
Each exercise requires different time commitments. The mini-training session and coaching simulation each need about 1-1.5 hours (including preparation and feedback). The content development exercise works best as a 2-3 hour assignment. The performance analysis activity typically requires 1.5-2 hours. Consider spreading these across multiple interview stages rather than conducting all in one day.
Should we use real company data and materials for these exercises?
Using sanitized versions of real company materials makes the exercises more relevant and gives candidates a better sense of your actual needs. However, ensure you remove sensitive information and have candidates sign NDAs if necessary. For companies concerned about confidentiality, creating realistic but fictional scenarios is a viable alternative.
What if we don't have recordings of sales calls for the coaching exercise?
If you don't have appropriate recordings, consider creating a simulated call with your team members. Alternatively, there are numerous sales call recordings available online for training purposes. The key is finding a recording with clear opportunities for coaching feedback.
How should we evaluate candidates across these different exercises?
Create a standardized scorecard for each exercise that aligns with the key competencies for your sales trainer role. Rate candidates on specific observable behaviors rather than general impressions. Have multiple evaluators when possible, and compare candidates against consistent criteria rather than against each other.
Should we share these exercises with candidates in advance?
For exercises requiring preparation (like the mini-training session), providing the topic in advance is appropriate. For analytical exercises or coaching simulations, sharing the general format but not the specific content helps assess how candidates think on their feet while still allowing them to prepare mentally for the type of challenge.
What if a candidate performs poorly on one exercise but excels at others?
Consider the relative importance of each skill to your specific role. Some sales trainer positions may emphasize content development over delivery, while others might prioritize coaching ability. Use the complete picture from all exercises, along with interview responses, to make your decision. No candidate will be perfect in every area.
The process of hiring exceptional sales trainers deserves the same level of rigor and structure that you apply to your sales methodology. By incorporating these work samples into your hiring process, you'll be able to identify candidates who can truly drive performance improvement through effective training.
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