CSM Interview Kit

Hire the right CSM with one process, one set of questions and one scorecard every interviewer uses.

Most bad CSM hires don't come from bad candidates. They come from a panel where everyone asked their favorite questions, nobody agreed on what good looked like, and the loudest person in the debrief made the call. Then the accounts drift, your best CSMs pick up the slack, and you start the search again six months later.

This kit gives you a structured process from start to finish. The Word document holds the role snapshot, nine weighted competencies, six interview stages, a panel plan, interview guides, a ten-account assignment brief with scoring, the debrief and offer details. The Excel workbook holds a 127-question bank by stage and competency, a weighted scorecard for each candidate, a side-by-side comparison of finalists and a plan summary that checks every competency is covered. Everyone rates on the same 1 to 4 scale and votes before the debrief, and the workbook does the math.

What's included

• CSM Interview Kit in Word and Excel, plus make-a-copy links for Google Docs and Google Sheets

• Interview process document with 11 sections: role snapshot, what we're hiring for, the interview process, panel plan, candidate details, interview guides, assignment brief, assignment scoring, debrief, offer details and sign-off

• Interview workbook with 6 tabs: Start here, Question bank (127 questions), Scorecard, Compare candidates, Plan summary and Lists

• A step-by-step PDF guide with setup steps, how to run the assignment, how the scoring works, a five-step debrief, the mistakes to avoid and a Steal This interview process readiness check

Who it's for

CS leaders, hiring managers and recruiters hiring CSMs, senior CSMs or account managers.

How it works

Digital download. Your files are ready right after checkout. Open the Word and Excel files, or use the links included with your download to make your own copies in Google Docs and Google Sheets. No physical item will be shipped.

Bundle and save

This template is part of the Hiring and Team Bundle: 9 templates for $89, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.