Sales Playbook Effectiveness Review Form

Sales Playbook Effectiveness Review Form — Form Fields

This sales template includes 8 fields. Evaluate how well the current sales playbook supports reps in different deal stages and flag sections needing updates. Free to customize and use on ZenBuild.

• Rep Name (text, required)
• Rep Email (email, required)
• Role (dropdown selection, required) — options: AE, SDR/BDR, Sales Manager, Sales Enablement
• Overall Playbook Usefulness (1–5) (rating, required)
• Which Sections Are Most Used? (checkboxes, required) — options: Prospecting Scripts, Objection Handling, Competitive Battlecards, Demo Guides, Pricing Pages, Case Studies
• What Is Missing or Outdated? (long text, required)
• Would You Recommend This Playbook to a New Hire? (multiple choice, required) — options: Yes, With Caveats, No
• Suggested Improvements (long text, optional)