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How to assess closing skills in a sales interview

How to test closing properly: deal walkthroughs, mutual action plans, negotiation judgement and forecast honesty, with a scorecard that ignores closing technique clichés.

Interview scorecardReviewed by Adroit Staffing editorial reviewPractice guidance, no data claims6 min read

The short answer

Assess closing by walking through two real deals in detail - one won, one lost - and scoring the mechanics: who signed and why, what the mutual plan looked like, what was traded in negotiation and how accurately they forecast the outcome. Closing technique language is the weakest evidence available; deal mechanics are the strongest.

Key facts

Exercise
Two deal walkthroughs: one won, one lost
Score
Deal mechanics, mutual plan, negotiation, forecast honesty
Ask for
Names of roles involved, dates and decision points
Ignore
Rehearsed closing techniques with no deal behind them

Closing skills scorecard

Run both deal walkthroughs in the same conversation, won deal first, and score after each. Ask for specifics: roles, dates, decision points. Vagueness is itself a score.

Scores and notes stay in this browser tab. Nothing is saved, sent or stored by Adroit — print or copy the scorecard into your own ATS, then close the tab.

Scores and notes stay in this tab. Copy, print or download the sheet — nothing is uploaded.

Closing skills — interview scorecard

Adroit Staffing — adroitstaffing.co.uk

  1. Dimension 1

    Deal mechanics

    Tests: Whether they understood the buying group or got carried by a champion.

    Take me through your last significant win: who was involved, who signed, and what each person needed.

    Strong answers show

    • Maps roles: champion, economic buyer, blockers, users
    • Knows what each stakeholder cared about individually
    • Can explain why it closed when it did

    Weak answers sound like

    • One contact carried the whole deal
    • Cannot say who signed or on what basis
    • Timeline is vague or shifts under questioning

    Follow-up prompts

    • Who did you never get to meet, and what did that cost you?
    • What nearly derailed it?
    Score (Deal mechanics)

    1 = no evidence, 5 = exceptional. Stays in this browser tab only.

  2. Dimension 2

    Mutual planning

    Tests: Whether the path to signature was agreed with the buyer or assumed.

    What did you and the buyer agree, in writing, about how the decision would be made?

    Strong answers show

    • Describes a plan the buyer contributed to
    • Legal, security and procurement anticipated early
    • Updated the plan when dates moved

    Weak answers sound like

    • Plan existed only in the CRM close date
    • Procurement appeared as a surprise
    • Chased for signature without a shared process

    Follow-up prompts

    • What slipped, and how did you find out?
    • What would you have put in the plan earlier?
    Score (Mutual planning)

    1 = no evidence, 5 = exceptional. Stays in this browser tab only.

  3. Dimension 3

    Negotiation judgement

    Tests: Whether they trade deliberately or discount reflexively.

    What did you give away in that deal, and what did you get in return?

    Strong answers show

    • Traded term, scope or timing rather than price alone
    • Knew their authority and used it late
    • Can describe a deal they let go on principle

    Weak answers sound like

    • Discount was the first and only lever
    • Gave concessions without asking for anything
    • Cannot recall what was traded

    Follow-up prompts

    • Who had to approve that, and how long did it take?
    • What would you refuse to concede?
    Score (Negotiation judgement)

    1 = no evidence, 5 = exceptional. Stays in this browser tab only.

  4. Dimension 4

    Forecast honesty

    Tests: Whether their commitments could be relied on by a manager.

    When did you first tell your manager that the lost deal was in trouble?

    Strong answers show

    • Flagged risk early with specific reasons
    • Distinguished hope from evidence in their forecast
    • Track record of calling their own quarter accurately

    Weak answers sound like

    • Deal stayed in commit until the final week
    • Blames the buyer entirely for the loss
    • Cannot describe how they forecast at all

    Follow-up prompts

    • What was the earliest signal you now recognise?
    • How would you have graded that deal a month before it died?
    Score (Forecast honesty)

    1 = no evidence, 5 = exceptional. Stays in this browser tab only.

Average score: not scored yet

A candidate who cannot walk through a lost deal honestly scores 2 or below on forecast honesty, whatever their attainment. That dimension predicts how much you can trust their pipeline in month three.

The 1–5 scoring language

Agree the wording with the panel before the first interview. Most disagreement in a debrief is two people using the same number to mean different things.

1No evidence
Could not give a real example, or the example contradicted the claim.
2Weak evidence
General answer, or evidence that belonged to someone else on the team.
3Meets the bar
Specific example, owned by them, holds up under one follow-up.
4Strong
Specific and measured, plus a clear account of what they would change.
5Exceptional
Evidence you could hand to the board, and they taught you something.

How this maps to the Adroit Five Stage Screening Process

Deal walkthroughs are part of the structured evidence stage of the Adroit Five Stage Screening Process, and the reference stage is where we verify what a candidate told us about a deal. We surface the evidence; the closing decision remains with your panel.

Why the lost deal tells you more

Won deals are rehearsed stories. A lost deal, walked through honestly, shows how the candidate thinks: where they misread the buying group, when they knew, what they did about it, and whether they can say the words I got that wrong. Candidates who cannot produce a lost deal in detail are usually protecting something.

What a mutual action plan reveals

  • Whether the buyer's internal process was mapped or assumed.
  • Whether legal, security and procurement were in the plan or a surprise.
  • Whether dates were agreed with the buyer or set by the seller alone.
  • Whether the plan was updated when things slipped, or abandoned.

Common questions

Is closing a separate skill from discovery?
Related, but not the same. Strong discovery makes closing easier, and plenty of good questioners never build the buying-group map that gets a contract signed. Score both.
How do we compare candidates from very different deal sizes?
By scoring mechanics rather than value. A well-run twenty thousand pound deal shows more skill than a six-figure deal that closed because the buyer was already committed.

Sources and review

Written by
Adroit Staffing
Reviewed by
Adroit Staffing editorial review
First published
Last reviewed

This page is practice guidance from our own Sales and GTM recruitment work. It makes no claims about current market data, so it cites no external figures.

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