First Name
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Last Name
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Email
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Have you clearly defined your Ideal Customer Profile (ICP) and Buyer Personas, and are they well understood and actively used by your team?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do you have a formal strategic planning process that guides your revenue growth grounded in research and backed by a clear action plan your team follows?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Are your sales goals clearly defined, measurable, and aligned with your broader business objectives?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Are your current offers, products, services, and pricing converting at the level you expect based on your market and growth goals?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Is your sales team structured to support growth, with clearly defined roles, responsibilities, and job descriptions?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do you have a defined sales recruiting process that uses objective criteria such as Ideal Candidate Profiles, standardized interview questions for sales, and hiring assessments?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Are your compensation plans aligned with performance and designed to incentivize the right behaviors across the team?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do you have a detailed, written onboarding plan that ensures new sales talent ramps quickly and begins delivering results?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do you have clearly defined sales stages and a consistently followed sales process that covers lead generation, client conversion, and customer development/ retention?
Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do you use a CRM—and are both the CRM and your sales metrics actively used to drive sales performance and accountability?
Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do you have clearly defined KPIs, metrics, and dashboards that highlight pipeline health and the effectiveness of your sales and marketing efforts?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do your current processes and tools help your team consistently follow up with leads and opportunities in a timely and effective way?
Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Are your sales and marketing teams aligned with your company’s strategic plans and revenue goals?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Does your sales leadership and execution team consistently follow proven, disciplined sales methodologies?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do you hold your sales and marketing teams accountable for both company-wide and individual goals?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
Do you track wins and losses to gain insights, and formally use that data to improve your sales and marketing effectiveness and product/service innovation?
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Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Strongly Disagree
