Free templates for small businesses and sales managers

Sales rep job description: a template that says what the week looks like, and who'll enjoy it

A job description for a sales rep that puts the week in numbers: the calls, meetings and deals the job needs, who the customers are, how the pay works and what the first 90 days look like. A second template does the same for a sales manager. Copy them or download them for Word. Free, no sign-up.

Most sales job ads ask for the same things: a self-starter, an excellent communicator, someone target-driven. Everyone applies, and the interviews blur together. The people who'll do well want to know what the week is: how many calls, who picks up, what a deal is worth and how they get paid. Write that down, and the people who apply know what they're signing up for.

The sales rep job description, ready to post

Sales rep job description: [company]

Job title: [Sales rep, account executive or business development rep] Location: [office, hybrid or remote] Hours: ______

About us

What we sell, in one line: ____________

Who buys it: ____________ (e.g. cafes and clinics within 30 minutes of the office)

The team: ____________

The job in one sentence

You'll find and win new customers for [product], from the first call to the signed order.

A normal week

Calls: about __ a week

Meetings or demos booked: about __ a week

Quotes or proposals sent: about __ a week

Deals closed: about __ a month, worth about ______ each

Where the leads come from: ____________ (you find most of them, or we pass on __ a week)

What you'll do

Call and email the businesses on your list, and book meetings

Run the meetings, and send the quote the same week

Keep every customer and follow-up in [the tool you use], updated the same day

Send the week's numbers every Friday

Look after the customers you win for their first [3 months]

What you need

____________ (a skill the job needs, e.g. a driving licence for site visits)

____________ (experience, e.g. a year of selling by phone, or any job with a number to hit)

____________ (a language the customers use, and why the job needs it)

Pay

Base: ______ a month

Commission: ____________ (how it's worked out, in one line)

Your first 90 days

Days 1 to 30: learn the product, listen in on calls, and make your first __ calls

Days 31 to 60: your own list, and __ meetings a week

Days 61 to 90: the full weekly numbers above

How to apply

Send: ____________ (e.g. your CV and two lines on the last target you hit) By: ______

What a sales manager does each week, written into the ad

Sales manager job description: [company]

Job title: Sales manager Location: ______ Reports to: [founder or director]

About us

What we sell, in one line: ____________

The team you'll run: __ reps who sell to ____________

The job in one sentence

You'll run a team of __ reps: hire them, coach them every week and make the team's number.

A normal week

A 1:1 with each rep: about __ minutes each

Joint calls or meetings: about __ a week

The team's weekly numbers: __ calls, __ meetings, __ deals

A Friday review of the week, and the plan for the next one

What you'll do

Set each rep's weekly numbers, and check them every week

Coach on real calls and real deals, in the week they happen

Hire and train new reps

Report the team's number to [founder or director] every [week or month]

Sell to some accounts yourself: ____________ (yes or no, and how many)

What you need

____________ (e.g. two years selling, and some time leading others)

____________ (e.g. someone you coached who then hit their number)

Pay

Base: ______ a month

Bonus: ____________ (tied to the team's number, in one line)

Your first 90 days

Days 1 to 30: a 1:1 with every rep, and time on their calls

Days 31 to 60: set each rep's weekly numbers, and start the Friday review

Days 61 to 90: the team at its weekly numbers, and a hiring plan

How to apply

Send: ____________ By: ______

Interview against the same numbers with the sales interview questions

Six tips for a sales rep job description that attracts people who make calls

Say what the job is, in numbers, before you say what you want.

  • Put a normal week in the ad: calls, meetings and deals
  • Say where the leads come from. A rep who has to find their own wants to know.
  • Write the pay plainly: the base, the commission and how it's worked out
  • Cut the adjectives. "Self-starter" and "go-getter" tell nobody anything.
  • Describe the first 90 days, so they can picture the job
  • Ask for one thing in the application that shows they've hit a number before

Put the week's numbers in the ad

For a manager, the week is the 1:1s and the calls they join, as well as the team's number.

  • Name the team size and who they sell to
  • Put the 1:1s and joint calls in the week, with numbers
  • Say whether they still sell to some accounts themselves
  • Tie the bonus to the team's number, and say so in the ad

Write requirements about the job, not the person

From TAFEP's guide to fair job advertisements in Singapore, in its own words.

  • TAFEP says: "Fair job advertisements do not discriminate against applicants based on age, gender, race, religion, marital status and family responsibilities or disability."
  • It adds: "When stating the selection criteria in job advertisements, ensure that they are related to the qualifications, skills, knowledge and experience of the candidates."
  • On languages: "If you require proficiency in a particular language, clearly state the reason for it." Outside Singapore, check your own country's rules before you post.

Source: TAFEP, Writing Job Advertisements (For Employers), read 28 September 2026

A filled-in job description for a first sales hire

Harbour Print Co., a three-person print shop hiring its first sales rep. The names and numbers are made up.
  • Who buys it: gyms, cafes and clinics within 30 minutes of the shop
  • A normal week: about 80 calls, 6 meetings and 4 quotes, and about 3 deals a month worth about $1,500 each
  • Where the leads come from: you find most of them, and we pass on about 5 walk-in enquiries a week
  • Your first 90 days: 150 calls in the first month, 4 meetings a week in the second, the full numbers in the third
  • How to apply: your CV and two lines on the last target you hit

80 calls x 4 weeks = 320 calls a month. 6 meetings x 4 = 24 meetings a month. 3 deals x $1,500 = $4,500 a month in new business.

See in week one whether the new hire is making calls

The templates are free. ActivityTracker, the app we make, is paid. It doesn't post jobs or screen candidates. It shows you the new hire's week from their first Monday.

  • Your reps log calls in one tap, and you see who's gone quiet
  • Each rep sets a weekly goal, and every call or meeting they log adds to it
  • Each rep's week fills in from what they logged, against their targets, when they file their Friday check-in

See how sales managers use it

Questions

Hire the person who wants the week you wrote down

The templates are free to use. The app is paid and shows the new hire's week from their first Monday.