Brag Doc Template

    Account Executive Brag Doc

    A brag doc is a private running list of every deal you closed, every account you grew, and every competitive bake-off you won. Sales careers are quota-driven, but promotion conversations are about pattern: how did you hit your number, which deals were yours to lose, and what would the next AE inherit if you left tomorrow? This template surfaces both.

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    What to include

    AEs are graded on the number, the deals behind the number, and the methodology that makes the number repeatable. Fill 3–5 specific bullets per section. Quote actual deal sizes, customer names (you can redact for the public version), and dates. Be specific about your role — closing vs. inheriting a deal matters.

    Personalize

    Optional · Appears in download

    The template

    01

    Revenue & Quota Attainment

    The number, and how you got there. Quota %, total closed, average deal size, key wins.

    • ·What was your quota and your attainment this period?
    • ·Which 3–5 deals carried the quarter? Name them, size them.
    • ·What's your win rate — and how does it compare to team average?
    • ·Which deal closed at higher ACV than the team's typical for that segment?
    02

    Pipeline Built

    Sourced opportunities, account expansion, multi-thread relationships built before deals were live.

    • ·How much pipeline did you self-source vs. inbound?
    • ·Which strategic accounts did you open from cold?
    • ·What expansion within an existing account did you orchestrate?
    • ·Which multi-thread relationships did you build that converted later?
    03

    Deal Complexity & Competitive Wins

    The deals that weren't easy — multi-stakeholder, technical, contested, displaced incumbent.

    • ·Which deal had the most stakeholders, and how did you navigate it?
    • ·What competitive replacement did you win? Against whom?
    • ·Which legal, procurement, or security review was the hardest — and how did you keep momentum?
    • ·What custom pricing or commercial structure did you architect to close a deal?
    04

    Customer Relationships & Retention

    References generated, expansion revenue, customer advocacy — the long-tail value.

    • ·Which customers became references, case studies, or speakers?
    • ·What expansion did you close in an account where you'd already sold?
    • ·Which executive relationship did you build that opened doors elsewhere?
    • ·Where did you partner with CS to save or grow an at-risk account?
    05

    Methodology & Forecast Accuracy

    The discipline side — how predictable your number is, how clean your CRM is, how rigorous your deal reviews are.

    • ·How accurate was your forecast vs. actual? Cite Q-by-Q.
    • ·Which deal review or methodology shift improved your win rate?
    • ·What CRM hygiene or playbook adherence did you raise the bar on?
    • ·Which sales motion (MEDDIC, Command of the Message, Sandler) did you operationalize?
    06

    Mentorship & Team Contribution

    How you made the team better — new reps onboarded, peer reviews, cross-functional partnerships with SE, CS, Product.

    • ·Which new AE did you mentor or onboard? What's their ramp curve?
    • ·What internal training, playbook, or call recording did you produce?
    • ·How did you partner with SEs, CS, or Product on a strategic account?
    • ·Which lost-deal post-mortem did you write that the team learned from?

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    Weak vs. strong bullets

    The format does the easy part. The bullets carry the weight. A few examples to set the bar.

    Weak

    Hit my number this year.

    Strong

    Closed $2.4M at 118% of $2M quota. Top deal: Acme Co at $480K ACV (3.2x team median for mid-market). Self-sourced 41% of pipeline (team avg: 28%). Won 4 of 5 competitive bake-offs.

    Weak

    Worked a competitive deal against Competitor X.

    Strong

    Won the Acme replacement against Competitor X over 7 months — 11 stakeholders, 3 procurement rounds, custom MSA negotiated with legal. Displaced an incumbent that had been deployed for 5 years. $480K ACV, 3-year contract, expansion clause built in.

    Weak

    Built pipeline through outbound.

    Strong

    Built $4.2M in outbound pipeline across 2 quarters (Q2-Q3), 36% converted to closed-won by year-end. Opened 4 strategic accounts (>$10B revenue) that had no prior history with us — including the largest deal in segment history (closed Q4, $620K ACV).

    Weak

    Mentored a new rep.

    Strong

    Onboarded Marcus (joined Q1) through shadowing 8 of my discovery calls + co-running 3 demos. He closed his first deal in month 4 (team median: month 6) and hit 102% of ramp quota.

    Manual template vs. Bloom generated report

    Manual brag doc

    • Works when you already remember the right examples.
    • Requires manual sorting, rewriting, and evidence cleanup.
    • Best for a one-time draft or printable structure.

    Bloom generated report

    • Starts from the work you captured when it happened.
    • Organizes entries by goals, skills, impact, and review period.
    • Turns daily evidence into shareable summaries and PDF reports.

    You don't fill out a Bloom report. Bloom writes it.

    The template above is the manual version. Bloom is the generated version. Thirty seconds when something good happens — speak it or type it — and at review time the entire document is in your share sheet. Same shape as the template. Your numbers, your names, your dates. Already written.

    Get Bloom for iPhone

    Free to start · iPhone · iOS 17+

    Build the evidence before you need the template

    Templates help with format. A career journal helps with memory. Use these pages together: learn the structure, generate a quick outline, then keep the source material current in Bloom.

    Brag document guide

    What to include and how to write stronger bullets.

    Brag doc generator

    Turn role, goals, and wins into an outline.

    Bloom career journal

    Capture the evidence that feeds your brag doc.

    Frequently asked questions

    Can I use this as a Account Executive brag doc app replacement?▾

    You can use the template manually, but it will only stay useful if you update it consistently. Bloom is the app version: capture wins daily, then generate reports when you need them.

    What should a brag doc include?▾

    A strong brag doc includes dated wins, measurable impact, collaborators, skills, feedback, decisions, evidence links, and review-category alignment.

    Is Bloom a brag doc app?▾

    Yes. Bloom is a brag doc app and career journal that keeps the source material current, then turns entries into performance reports, recaps, and reusable career stories.

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