Self-Review Template

    Account Executive Self-Review

    An AE self-review is the deal book plus the pattern behind it — not just the number, but how you got the number and how repeatable it is. This template maps to the four-question structure most sales review forms use.

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    What to include

    AEs are graded on attainment, the quality of how they hit, and methodology discipline. Be specific about deal sizes, customer names, and the moves that made hard deals close. The growth section is most credible when it names a sales motion you weren't strong on and built.

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    The template

    01

    Attainment and named wins

    What was your number and how did you hit it — name the deals that carried the period.

    • ·Lead with quota % attained and 3-5 deals that drove most of the number.
    • ·Name customers, ACV, and what made each deal hard.
    • ·Cite win rate vs. team average.
    • ·Reference any deal that closed at higher-than-typical ACV for the segment.
    02

    How your methodology sharpened

    Where did your sales motion improve this period — what did you used to do worse?

    • ·Name a specific stage of the funnel — discovery, qualification, multi-thread, commercial close.
    • ·Cite a deal where the new motion showed up.
    • ·Reference any methodology training, peer review, or call recording you learned from.
    • ·Speak in past tense about what changed.
    03

    Pipeline and partnership

    How did you build pipeline and partner with SEs, CS, and Product?

    • ·Cite self-sourced pipeline % vs. inbound.
    • ·Name a sourcing channel you built or substantially used.
    • ·Reference partnerships with SE, CS, Marketing that won deals.
    • ·Note any mentorship of new AEs or SDRs.
    04

    Priorities for the next period

    What two or three things do you want to focus on — for the number and for your craft?

    • ·Lead with your quota outcome target.
    • ·Include a methodology or segment goal (e.g., 'land 2 enterprise logos').
    • ·Reference any internal contribution (training, playbook, hiring).
    • ·Tie at least one priority to your manager's stated targets.

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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

    I hit my number and had a successful 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

    I want to improve my discovery skills.

    Strong

    Sharpened the multi-threading motion this period — average stakeholders engaged per deal went from 2.1 to 4.3 over Q2-Q3. The Acme close came from threading the security and procurement leads early, which prior version of me wouldn't have done in week 2.

    Weak

    I want to close more deals next year.

    Strong

    Next period I want to land 2 enterprise logos (>$250K ACV each) in the FinServ segment — adjacent to my current book and where I built relationships at the conference last fall. Success: at least 1 closed by mid-year, second in active negotiation by Q3.

    Manual template vs. Bloom generated report

    Manual self-review

    • 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 performance 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 write the self-review. Bloom does.

    Bloom's Performance Report IS the self-review, generated. Thirty seconds when something good happens — speak it or type it — and at review season the full narrative is ready: accomplishments, growth, multiplier effect, next-period priorities. Your numbers, your names, your dates. Already calibrated.

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    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 self-review.

    Frequently asked questions

    Can I use this as a Account Executive performance review tracker?▾

    Yes. Use the template as the final review structure, then keep a running weekly career journal so the examples, metrics, and feedback are ready before review season.

    Is Bloom a performance review tracker?▾

    Yes. Bloom tracks work entries over time and turns them into performance reports, period recaps, and review-ready summaries.

    How does a career journal app help with self-reviews?▾

    A career journal app keeps dated wins, goals, skills, and examples close to the moment they happen. That makes the self-review less dependent on memory.

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