Define the role so clearly there is no guessing.


The Story

For the first three years, I handled all sales myself. When I hired an admin, it freed me up to focus on selling — and we grew. But eventually I hit the same ceiling. Sales was still running through me and I was the bottleneck again.

We were growing at 15 to 20% year over year. Solid, but limited by my capacity. When I finally defined a sales manager role — the responsibilities, the expectations, the compensation structure — and hired into it, growth jumped to nearly 30% year over year with no increase in sales costs.

The role clarity wasn't just about finding the right person. It was about giving that person everything they needed to believe they could succeed before they ever started. A clear role attracts a confident hire. A vague role attracts someone willing to figure it out — and that's your problem to manage.

What This Template Does

It defines a role completely — responsibilities, success metrics, communication expectations — so your hire knows exactly what they own and how they'll be measured. No guessing. No constant questions.

How to Use It

Complete one worksheet per role before you hire or promote into it. Share it during onboarding and revisit it at the 90-day mark. A role that isn't written down isn't really defined.

💡 Thinking Prompt: What would need to be documented for someone to do this role without asking?


✅ Completed Example


✏️ Your Template

Role Title: ___

Reports To: ___

Date Created: ___

Role Summary: In 2–3 sentences, what does this person do and why does it matter?