The Sales Scorecard:

How Ready Is Your

Business to Grow?

This quick scorecard will show you exactly where your strengths are, where opportunities are slipping through the cracks, and what you can do right now to set your business up for growth.

It only takes a few minutes — and at the end, you’ll get tailored recommendations you can put into action straight away.

Fill in your details below and click Next to find out how ready your business really is to grow.

First Name *

Last Name *

Company *

Phone *

Email *

How do you currently capture and manage leads? *

They mostly sit in my inbox, spreadsheets, or business cards from events.

I use a CRM, but it’s not always up to date.

Every lead goes into a CRM with tags, notes, and clear follow-up reminders.

What does your follow-up process look like after a new enquiry or event? *

I follow up when I remember, but it’s not consistent.

I usually send an email or two, but it depends on how busy I am.

I have an automated and personalised follow-up sequence that runs every time.

How often do you email your database? *

Rarely or never — I don’t have a list or it’s inactive.

Occasionally, but only when I have time or an offer to promote.

Consistently — I send regular, value-led emails that generate replies and sales.

What best describes your sales pipeline visibility? *

I don’t really know where each lead is in the process.

I have a rough idea, but it’s not always clear or up to date.

I can see at a glance exactly where every lead is and what needs to happen next.

How do you use automations in your sales process?

I don’t — most things are manual.

I’ve set up some automations, but they’re patchy and not joined up.

I use automation strategically to save time and make sure nothing slips through the cracks.

How do you stay in touch with existing clients? *

I don’t have a structured process — it’s ad hoc.

I check in from time to time, but not regularly.

I have a clear retention and upsell process, with regular touchpoints built in.

What’s your biggest challenge right now? *

Generating consistent leads.

Converting leads into paying clients.

Scaling without everything relying on me.

How confident are you that your sales process can support growth in the next year?

Not confident — it feels reactive and patchy.

Somewhat confident — there are gaps, but we’re making progress.

Very confident — we have systems, follow-up, and automation in place that scale with us.

How connected are your sales and marketing activities? *

They run separately — marketing does its thing, sales does another.

There’s some alignment, but not everything is joined up.

Marketing and sales work seamlessly together