Sales Hiring Form — Design
Date: 2026-05-21 Status: Approved — ready to build Owner: sshPurpose
Public Tally form to screen applicants for the field sales role (Lahore-based, dental software). Applicants land via shared link, fill out one form, submissions land in Tally’s dashboard for manual review. No auto-screening, no branching — option (A) from brainstorm.Out of repo
Form lives on Tally.so, not in this codebase. No code commits beyond this spec. The form is created via Tally’s MCP server (https://api.tally.so/mcp), authenticated with the user’s bearer API key (which the user must rotate after build — leaked in chat).
Form metadata
- Title:
Sales Representative - Dental Management Systems(no odontoX branding) - CAPTCHA: enabled (public link, spam mitigation)
- End screen:
Thanks — we'll be in touch within 5 working days. - Submissions: Tally dashboard only; no webhooks/notifications added now
Intro block (top of form)
Sales Representative — Dental Management Systems We’re hiring a female field sales representative to introduce our dental practice management software to clinics in Lahore. The role is field-based — you’ll visit dental clinics in person, demo the product to dentists and clinic owners, and sign them up. The roleCompensation: PKR 25,000 base + commission per sign-up Location: Lahore only Type: Full-time or part-time Please answer the questions honestly — there are no right or wrong answers, we’re just trying to understand fit. Takes about 8–10 minutes.
- Visit dental clinics across Lahore and meet dentists / clinic owners
- Demo our software, answer questions, close sign-ups
- Send a short daily update on WhatsApp
- Target: 5–7 new clinic sign-ups per month
Sections and fields
All fields required unless marked (optional).1. Basic Information
| Question | Type |
|---|---|
| Full name | short text |
| City / area in Lahore | short text |
| WhatsApp number | phone |
| Email address | |
| Age | number |
| Are you comfortable with a female field sales role involving clinic visits? | radio — Yes / No / Need more details |
2. Availability
| Question | Type |
|---|---|
| Are you applying for: | radio — Full-time / Part-time / Either |
| When can you start? | radio — Immediately / Within 1 week / Within 2 weeks / More than 2 weeks |
| Which areas of Lahore can you cover? | short text |
3. Experience
| Question | Type |
|---|---|
| Do you have at least 1 year of sales, marketing, field sales, or client dealing experience? | radio — Yes / No / Less than 1 year, but I have relevant experience |
| Briefly describe your sales / client dealing experience. | long text |
| Have you sold any of these before? | checkboxes (multi) — Software / SaaS, Healthcare services, Dental products/services, B2B products, Retail/customer sales, None of these |
| What was your previous or current sales target, if any? (optional) | short text |
| What was your best sales achievement? (optional) | long text |
4. Field Sales Comfort
| Question | Type |
|---|---|
| Are you comfortable visiting dental clinics and speaking directly with dentists or clinic owners? | radio — Yes / No / Maybe, with training |
| Do you have your own transport or easy access to transport? | radio — Yes / No / Sometimes |
| Are you comfortable sending daily work updates on WhatsApp? | radio — Yes / No |
5. Communication & Sales Judgment
| Question | Type |
|---|---|
| How would you introduce dental software to a dentist in 2–3 lines? | long text |
| A dentist says, “I am too busy, call me later.” What would you say? | long text |
| A clinic owner says, “We already manage everything on paper.” How would you respond? | long text |
| Rate your spoken communication skills: | radio — Excellent / Good / Average / Need improvement |
6. Compensation & Motivation
| Question | Type |
|---|---|
| Are you comfortable with PKR 25,000 base salary plus commission? | radio — Yes / No |
| The role requires 5–7 new clinic sign-ups per month. Are you confident you can work toward this target? | radio — Yes / No / I would need training first |
| What motivates you more? | radio — Fixed salary / Commission and growth / Learning sales / Flexible schedule |
Build approach
- Connect to Tally MCP server (HTTP transport) via Node.js +
@modelcontextprotocol/sdk(or direct JSON-RPC POST). - Call the form-creation tool with a natural-language instruction containing every field above.
- Publish the form, capture the public URL.
- Hand URL back to user; remind to rotate the leaked Tally API key.
Non-goals
- No webhook to Slack/email
- No integration with odontoX repo or worker
- No applicant tracking / ATS
- No screening logic / disqualification