Sales Growth Assessment

Are You Leading Sales — or Just Hoping for Growth?

Most businesses don’t fail because of a lack of effort - they fail because a lack of a strategic system.

This 3-minute assessment will help you uncover where your sales strategy is lacking - and what kind of structure, leadership, and support could unlock faster, more predictable sales results.

This assessment helps you determine whether your business has the foundations in place - or if critical gaps are holding you back.

Let's get started...

Can we start with your full name?

Phone

Email *

Company Name

Section 1: What's Slowing New Client Flow

Most gaps hide in day to day habits and handoffs. Let’s surface what is quietly costing you time and momentum.

How many people are currently responsible for sales in your business?

Ideal client clarity

Reach and Access

Biggest friction right now

Activity

If you keep running the way you are now, what outcome are you most worried about?

Section 2: Pipeline reality check

Most business owners think they need a complete overhaul to grow, but in reality, it’s usually a few key changes that unlock exponential results.

Do you feel like your business is generating enough quality leads consistently?

Once a lead shows interest, on a scale of 1-10 how confident are you in your team’s ability to convert them into paying clients?

How much revenue do you think your business has lost in the past 12 months due to missed follow-ups, unqualified leads, or poor pipeline management?

Message and positioning

Strategies - What are your current strategies to reach new prospects?

Proof on hand

Section 3: Capacity, Rhythm, and Tools

Scaling isn’t about doing more. It’s about doing the right things, in the right order, with the right support.

Here’s what most growing businesses never have in place... until it’s too late:

• Someone owning your sales strategy
• A team ensuring leads are followed up and nothing slips through the cracks
• Simple systems that make your pipeline work the way it should

Systems and tracking

Current outreach rhythm - Do do you have a regular system for outreach?

If you could choose 1 thing

Client Value

How many clients do you current have, and how many do you want?

Section 4 - Outcomes you want

If we gave you the structure, support, and leadership you’ve been missing — what kind of impact would that have on your growth over the next 12 months?

If we helped you close just 2–4 more ideal clients each month, what would that be worth to your business over the next 12 months?

Let’s anchor what success looks like so effort lines up with value.