Get Started Free
📊 Assessment Template

Free Sales Skills & Discovery Assessment Form Template

Evaluate your sales team's discovery and selling capabilities across 5 key dimensions with an interactive AI form featuring real-world scenarios. Upon completion, a personalized PDF coaching report is automatically generated — printable for professional delivery, with an embedded QR code that lets reps chat with an AI sales coach about their development.

5 Dimensions
~12 min
AI PDF Report
AI Coach
Live Preview
Sample Report — Sales DNA Profile
DiscoveryObjectionProcessClosingRelationship 7258654880
65/ 100
Overall Sales Skills Score

Quick answer

Free sales skills and discovery assessment template for sales leaders — discovery, objections, process, closing, relationships; printable AI report.

🖥️

Live Preview

This is the actual running assessment — not a screenshot. Try it yourself.

loading...
Loading sales assessment form...
This is the actual sales skills assessment form your reps will see. Complete it to automatically generate a personalized, printable PDF coaching report.
loading...
Loading AI report preview...
Sample AI report with Sales DNA profile, scenario feedback, and coaching plan. Printable for professional delivery. Each PDF includes a QR code to start an AI coach chat.
loading...
Loading AI coach preview...
AI sales coach trained on discovery and selling methodology. Scan the QR code on your PDF report to practice scenarios and get coaching advice.
📦

What's Included

Everything you need to run a professional sales skills and discovery assessment.

1

Scenario-Based Assessment Form

5-dimension assessment with real-world selling scenarios — Discovery, Objection Handling, Process Discipline, Closing, and Relationship Building. Includes 3 scenario-based response questions and sales performance metrics. Upon completion, a personalized PDF coaching report is automatically generated.

2

Printable PDF Coaching Report

Professional, print-ready PDF with Sales DNA radar chart, scenario-by-scenario feedback from a virtual sales coach, and a targeted coaching plan for your weakest pipeline stage. Designed for 1-on-1 coaching sessions. Each PDF includes a QR code.

3

AI Sales Coach via QR Code

Each PDF report embeds a unique QR code. Scan it with any phone camera to instantly open an AI sales coach chat — practice objection handling, refine discovery questions, and get personalized coaching on demand.

👥

Who Is This For

Pick your role — see how the template fits your workflow.

1

Sales Directors

Assess your team's selling capabilities and identify coaching priorities. Workflow: Copy template → Customize scenarios for your product → Share with reps → Build targeted coaching plans from results.

2

Sales Enablement Teams

Create standardized skill assessments across your sales organization. Workflow: Import template → Align with your sales methodology → Deploy to all reps → Track skill development over time.

3

Sales Coaches

Use as a client diagnostic tool to assess individual selling skills. Workflow: Customize template → Send to client → Review coaching report → Build development plan from AI-generated insights.

📝

Sample Questions Inside

A preview of real questions from this template — the full version adds scoring logic, branching and a personalized report per respondent.

  1. Do reps run from a shared discovery question library? (yes / no / informal)
  2. What share of a discovery call do your reps spend listening? (percentage)
  3. Rate how deeply reps probe pain before pitching. (1-5)
  4. How comfortable are reps with budget conversations? (1-5)
  5. What percentage of discovery calls end with a booked next step? (percentage)
  6. Are call notes CRM-ready without a rewrite? (1-5)
  7. Rate objection handling preparation. (1-5)
  8. How well can reps state your ICP in their own words? (1-5)
❓

Frequently Asked Questions

What is a Sales Skills & Discovery Assessment?
A Sales Skills & Discovery Assessment evaluates a sales representative's capabilities across key dimensions like discovery questioning, objection handling, process discipline, closing techniques, and relationship building. It uses real-world scenarios to assess practical selling skills and generate personalized coaching plans.
How long does it take to complete the sales assessment form?
The Sales Skills & Discovery Assessment form typically takes 10-15 minutes to complete. It includes 3 real-world scenario responses and questions about your sales process and performance. Upon completion, a personalized PDF coaching report is automatically generated.
Can I customize this sales assessment form template for my team?
Yes. Click "Use This Template" to copy the full assessment into your FormLM workspace. You can then customize scenarios, dimensions, scoring weights, and report content to match your sales methodology and team's skill framework.
What does the AI report include?
The AI report includes a Sales DNA profile, scenario-by-scenario feedback, and a personalized coaching plan. Reports are auto-generated as personalized, printable PDFs — designed for professional delivery. Each PDF includes a QR code that links directly to an AI consultant chat.
What is the QR code on the PDF report for?
The QR code on each PDF report links to an AI consultant chat. Scan it with any phone camera to start a conversation about your sales assessment — practice objection handling, refine discovery questions, and get personalized coaching advice. No login or app required.
How is this different from Gong or Salesforce sales assessments?
Unlike Gong or Salesforce that require expensive CRM integrations and analyze past call recordings, this template assesses active selling skills through scenario-based questions. It auto-generates personalized printable PDF coaching reports with detailed feedback, and embeds a QR code in each PDF that links to an AI consultant chat for on-demand coaching. AI analytics platforms analyze what happened; FormLM helps you improve what happens next.

Start Your Sales Skills Assessment Today

Copy the Sales Skills & Discovery Assessment into your workspace, customize scenarios for your team, and share it with your reps. Free to start.