A product quiz checks what a rep knows, not what they do with a buyer. Kirkpatrick Partners, the firm behind the Kirkpatrick Model of training evaluation, separates learning from behavior3. Tests and role-plays measure learning; behavior is whether people do the critical parts of the job at work. Certify the behavior.
Take the behaviors from your own best reps. Huthwaite International, which sells sales training, built SPIN Selling this way. Starting in the early 1970s, its researchers studied 35,000 sales calls4, watching what top performers said and did, and found which behaviors went with successful outcomes. Listen to a dozen discovery and demo calls from your most consistent reps, and note what they all do.
Pick behaviors your deals depend on. Forrester's 2026 business buying report found that the typical buying decision now includes 13 internal stakeholders5, so a rep who only ever talks to one buyer is a risk. The template's made-up software company certifies five:
- Names the prospect's current tool or workaround by the end of discovery
- Brings a named engineer onto a call before the demo
- Puts a cost on the problem, in the prospect's own numbers, before the proposal
- Names the competing option, even an in-house build, before negotiation
- Agrees what a trial must prove before it starts
A behavior counts as met only with evidence: a recording timestamp, a line in a proposal or a name on a calendar invite. Then decide which checkpoint each one is due by. Kirkpatrick Partners warns that behavior checks can't wait until 90 days after training, since by then you may have lost the chance to adjust. The template's first two are due at day 60.