Gold by MangoMagic

CRO · Playbook · Advanced · Saves 55+ hours

Sales Certification Program Builder

A playbook for building sales certification programs.

Get coached on this — free

What's included

  • Certification design
  • Competency mapping
  • Assessment creation
  • Certification criteria
  • Program administration
  • Recertification process

Best used when

  • Creating certification programs
  • Standardizing skill requirements
  • Building onboarding assessments
  • Measuring rep readiness

The template

The Template

CERTIFICATION DESIGN

Certification Program Framework

CERTIFICATION PROGRAM DESIGN

PROGRAM NAME: _______________
AUDIENCE: _______________
OBJECTIVE: _______________

CERTIFICATION TIERS:
☐ Single tier (pass/fail)
☐ Multi-tier (basic/advanced/expert)

COMPONENTS:
☐ Knowledge assessment (written)
☐ Skill demonstration (role-play)
☐ Practical application (live/recorded)
☐ Manager evaluation

PREREQUISITES:
☐ Training completion required
☐ Tenure requirement
☐ Previous certification required

ADMINISTRATION:
Certification owner: _______________
Proctor/evaluator: _______________
Pass/fail authority: _______________

VALIDITY:
Duration: ____ months
Recertification: Required/Optional
Grace period: ____ days

Certification Types

Type Focus Assessment Frequency
New hire Onboarding readiness Multi-part Once
Product Product knowledge Written + demo Per release
Methodology Sales skills Role-play Annual
Advanced Mastery level Comprehensive Ongoing

ASSESSMENT DESIGN

Assessment Creation Guide

ASSESSMENT DESIGN

KNOWLEDGE ASSESSMENT:
Question types:
☐ Multiple choice
☐ True/false
☐ Scenario-based
☐ Fill-in-blank

Question distribution:
Product: ____% (__ questions)
Process: ____% (__ questions)
Methodology: ____% (__ questions)
Competitive: ____% (__ questions)

Passing score: ____%
Time limit: ____ minutes
Attempts allowed: ____

---

SKILL DEMONSTRATION:
Format:
☐ Live role-play
☐ Recorded submission
☐ Manager observation

Scenarios:
1. Discovery call
2. Demo delivery
3. Objection handling
4. Closing

Evaluation criteria:
☐ Rubric-based scoring
☐ Competency checklist
☐ Manager judgment

Passing criteria: ___/5 on each

Certification Rubric Template

Competency 1-Developing 2-Proficient 3-Expert Score
Discovery Asks basic questions Uncovers pain/impact Strategic questioning
Demo Feature-focused Solution-focused Value-focused
Objections Avoids/stumbles Handles adequately Turns to advantage
Closing Weak/no ask Clear next steps Confident commitment

PROGRAM ADMINISTRATION

Certification Management

ADMINISTRATION PROCESS

SCHEDULING:
☐ Calendar certification windows
☐ Allow self-scheduling
☐ Manager approval required
☐ Reminder cadence: ____

DELIVERY:
☐ Online (self-service)
☐ In-person (scheduled)
☐ Hybrid

RESULTS:
Pass: _______________
Fail: _______________
Remediation: _______________

TRACKING:
☐ LMS certification tracking
☐ HR/HRIS integration
☐ Manager visibility
☐ Dashboard reporting

COMMUNICATION:
Pre-cert: Expectations email
Pass: Congratulations + badge
Fail: Remediation plan
Expiring: 30-day reminder

Recertification Process

RECERTIFICATION FRAMEWORK

TRIGGER:
☐ Time-based (every ____ months)
☐ Event-based (product launch)
☐ Performance-based (dip below ___%)

PROCESS:
☐ Full recertification
☐ Delta certification (changes only)
☐ Manager attestation

GRACE PERIOD:
Days to recertify: ____
Consequences of lapse: _______________

TRACKING:
Expiration dashboard
Automated reminders: 60, 30, 14, 7 days
Escalation to manager: 7 days

Quick Reference: Which Resource for Which Challenge

Challenge Recommended Resources
"Building enablement function" #245
"New hire ramp too slow" #246, #247, #248
"Need better sales content" #250, #251, #257, #264
"Competitive win rate low" #251, #252, #253
"Skills gaps on team" #268, #269, #270
"Can't prove enablement value" #266, #267

Every resource built to the Human Standard. Every resource designed to make every rep your best rep.

Frequently asked questions

What is the Sales Certification Program Builder?

A playbook for building sales certification programs.

Who is the Sales Certification Program Builder for?

It is built for CROs and their teams working on Sales Enablement. The AI coach adapts it to your company, stage, and goals.

How long does the Sales Certification Program Builder take to use?

It saves roughly 55+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.

Is the Sales Certification Program Builder free?

Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.

How does the AI coach help with the Sales Certification Program Builder?

The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.