You’ll be scored against the following key areas:

This assessment looks at how sales really works inside your business — not just results, but what drives them.

Each section helps you uncover a different part of your sales system.

1. Current Sales Operations

Uncover how smoothly sales runs day-to-day. We assess:

  1. How follow-ups actually happen

  2. How deals move from enquiry to closure

  3. How clear ownership and next steps are

This helps you see whether sales runs on structure — or constant effort.

2. Sales Outcomes & Predictability

Uncover how reliable and explainable your sales results are. We assess:

  1. Consistency of sales outcomes

  2. Variability across months

  3. How predictable your results feel

This helps you understand whether growth is planned — or hopeful.

3. Sales Organisation & Governance

Uncover how dependent sales is on you as the owner. We assess:

  1. Role clarity within the sales team
  2. Decision-making and escalation flow
  3. Accountability beyond the owner

This helps you see if sales can scale without increasing your involvement.

4. Data Systems and Maturity

Uncover how clearly you can see what’s happening in sales. We assess:

  1. Visibility into deals and funnel health

  2. Quality and reliability of sales data

  3. Ability to spot issues early

This helps you move from chasing updates to making calm decisions.

FEATURES

How This Assessment Helps Your Business?

This is not a test.
It’s a clarity tool designed for owner-led and family businesses.
Uncover What’s Really Holding Sales Back

Sales often feels busy, but the real bottleneck is not always obvious.

This assessment helps you identify:

  • Where deals slow down

  • Where effort is getting wasted

  • Where structure is missing

So you stop guessing — and start fixing the right things.

 

Prepare for the Next Phase of Growth

Growth often exposes weaknesses before it creates opportunities.

This assessment helps you:

  • Strengthen sales foundations

  • Reduce future firefighting

  • Scale with control, not chaos

So your business is ready — not rushed.

 

Reduce Dependence on You as the Owner

If sales moves only when you push, growth becomes heavy.

This assessment helps you see:

  • Where sales depends on you

  • Where ownership is unclear

  • Where teams need support or structure

So sales can move forward — even when you’re not involved daily.

Get Practical, Do-It-Yourself Guidance

You don’t just get a score.

You get:

  • Clear improvement areas

  • Simple KPIs you can start tracking

  • Practical next steps that don’t require new tools

Clarity without complexity.