WHAT WE EXAMINE
We go beyond surface-level metrics to understand how your sales operation actually functions:
DEAL FLOW
How opportunities are qualified, advanced, and converted
PERFORMANCE
MANAGEMENT
How targets are set, how accountability is enforced, and how performance is tracked and addressed
REVENUE
DISTRIBUTION
Whether revenue is generated across the team or dependent on a few individuals and clients
OPERATIONAL
VISIBILITY
How pipeline data informs decisions and forecasting, and whether it reflects reality
COMMERCIAL
ALIGNMENT
Whether leadership priorities, client targeting, and value propositions are consistently executed at the sales level
WHAT YOU WALK AWAY WITH
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A clear view of how your sales organization is actually operating
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The primary structural constraints most limiting your performance
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A prioritized set of recommendations
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A roadmap for what comes next
The Sales Assessment is a standalone engagement. It delivers a complete diagnosis and actionable priorities — no obligation to continue beyond it. Many companies start here and decide next steps based on what it reveals.
HOW IT WORKS
STEP ONE
Kick-off and alignment session with leadership team
STEP TWO
Structured interviews with leadership, sales, and key cross functional stakeholders
STEP THREE
Observation of sales meetings and relevant internal interactions
STEP FOUR
Review of all relevant data and documentation — performance, pipeline, KPIs, and beyond
STEP FIVE
Synthesis of findings into comprehensive assessment report
STEP SIX
Live readout session with leadership team with findings and recommended priorities
TIMELINE: 3-4 weeks
INVESTMENT: Details shared on request