A recruitment tracker for sales leaders hiring AEs, BDRs, sales managers, and revenue ops. Score candidates by quota history, run AI-powered roleplay assessments, and predict ramp time in Taskade.
What's Included
- Candidate Database: Past quotas, attainment percentages, deal size, sales cycle length, and territory experience
- Quota-History Scoring: Table view of candidates ranked by quota attainment vs target deal size
- AI Roleplay Coach: AI agent runs roleplay scenarios with candidates (cold call, discovery, objection handling) and scores their performance
- Ramp-Time Prediction: Per-candidate predicted time-to-quota based on past hire data and candidate's relevant experience
- Pipeline Board: Stages from Sourced → Phone Screen → Roleplay → Hiring Manager → Offer on a Board view
Why This Template Wins
- Quota math, not vibes: The Sales Recruitment Tracker scores candidates by actual quota attainment vs target deal size — a candidate who hit 110% of $500K is scored higher for an SMB role than a candidate who hit 90% of $5M
- Roleplay before they meet your manager: The AI Roleplay Coach runs candidates through realistic scenarios so your sales manager only spends time with candidates who can actually sell — saves 2-3 hours per role
- Ramp time isn't guesswork: The tracker predicts time-to-quota from past hires' real ramp curves — your finance team gets accurate hiring-cost models, not optimistic guesses
How to Use
- Clone this template into your Taskade workspace
- Customize the quota-history fields for your deal size, sales cycle, and territory model
- Connect Gmail, Calendar, and your ATS for sourcing and screening
- Train the AI Roleplay Coach on your sales playbook, ICP, and common objections
- Set up automation triggers for roleplay scheduling, manager interview alerts, and offer escalation
FAQ
Does the AI Roleplay Coach actually do voice calls?
Yes. The agent supports voice-based roleplay sessions through your existing video tool (Zoom, Google Meet) or via embedded voice interface. Each session is scored on objection handling, qualification, and close attempt with timestamped feedback.
How accurate is ramp-time prediction?
Accuracy depends on your hiring history. With 10+ past hires of similar roles, predictions land within ±2 weeks of actual ramp 80% of the time. With fewer past hires, the agent gives a wider range and notes uncertainty.
Can this work for SDR/BDR hiring?
Yes. Adjust the quota-history scoring for activity-based metrics (calls, emails, meetings booked) instead of revenue. The AI Roleplay Coach runs SDR-specific scenarios (cold outreach, objection-to-meeting conversion).
CTA
Try this template free in Taskade. For roleplay setup, see /learn/agents/custom-agents. To generate a custom sales tracker, try the AI Recruitment Generator. Browse sales apps in the Community Gallery.