Brag Doc Template
Enterprise Account Executive Brag Doc
A brag doc for an Enterprise AE is the record of revenue closed at the deal-quality bar your CRO trusts, forecast accuracy that earned executive credibility, named customer wins that became proof points, and the cross-team partnership work (SE, marketing, exec sponsor) that turned 6-month sales cycles into closed-won deals. The template below structures that case.
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Enterprise Account Executive Brag Doc
What to include
Enterprise AE calibration is built on closed revenue, deal quality, forecast accuracy, and customer impact. Quantify everything (ACV, total ARR, win rate, sales cycle, expansion). Name the specific deals: who they were, what they bought, what made them close. Honesty about lost deals reads as senior; pretending you only win does not.
Personalize
Optional · Appears in downloadThe template
Revenue and Quota
The measured outcomes that defined the period.
- ·What was your quota and where did you land?
- ·How many deals closed-won? What was the ACV distribution?
- ·What is your forecast accuracy vs the team baseline?
- (no entries)
Named Customer Wins
Specific deals that became proof points.
- ·Pick the 3 deals you are most proud of. Who, what, ACV, and what made them close?
- ·Which deal had the longest sales cycle and what was the inflection moment?
- ·Which customer became a reference or case study because of how you ran the deal?
- (no entries)
Deal Quality and Loss Honesty
Pattern recognition across the wins and the losses.
- ·What pattern across your closed-won deals is now standard in how you qualify?
- ·Which deal did you lose this period and what did you learn?
- ·What is one deal you let go that you would still let go today, and why?
- (no entries)
Cross-Team Partnership
SE, marketing, exec sponsor, customer success.
- ·Which SE would say your deal-shaping made their job easier?
- ·What marketing or product collateral did you use heavily this period and what would you ask for that you do not have?
- ·Which exec sponsor relationships did you build that mattered to a deal closing?
- (no entries)
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Generated via Bloom, a career journal for iPhone. Bloom writes this document for you from your daily entries; the template is the manual version. Bloomjournal.cc
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 quota.
Strong
Closed at 118% of $2.4M annual quota: $2.84M total ARR across 7 closed-won deals. ACV ranged from $180K (Plaid) to $640K (Stripe). Forecast accuracy was 91% on the commit number across 4 quarters; team baseline is 76%.
Weak
Closed a big deal.
Strong
Stripe closed at $640K ARR in week 11 of an 18-week cycle. Inflection was switching from features-first demos to a single 'cost of doing nothing' framing in the third meeting, anchored to a number the buyer's analyst had already given me ($1.2M/yr of manual reconciliation work). Deal closed at full price after one round of legal.
Weak
Learned from a loss.
Strong
Lost Notion at $480K to a competitor in week 14. The loss was on the security review (we had a SOC 2 gap their procurement team flagged). I would not have run the deal differently up to that point, but I now qualify on security posture in week 2 of any deal over $300K. Three subsequent deals were re-routed earlier because of that change.
Weak
Worked well with SEs.
Strong
Partnered with Alex (SE) on 6 of the 7 closed-won deals. The pattern that worked: SE in the room from meeting 2 onwards (not meeting 4), and we'd jointly prep a 1-page 'what we'll prove in this demo' doc 24 hours before each customer call. Alex's manager cited the partnership in his year-end review.
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 iPhoneFree 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.
Frequently asked questions
Can I use this as a Enterprise 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.