This helps us understand what you sell, who you sell to, and where your sales process starts.

Full Name *

Email *

Address

Street Address

City

State

Country

Postal Code

Phone *

Organization *

SA - Role / Title *

SA - What Do You Sell? *

SA - Who is your Ideal Buyer *

Recommended Route

This section looks at how clearly your team moves prospects from interest to appointment to close.

Average Deal Size

Monthly Qualified Appointments

Current Close Rate

Target Close Rate

Main Competitive Position

What do prospects usually compare you against?

Where do most opportunities stall?

SA - Sales Tool Rating (1 to 5 : Good to Bad)

SA - Sales Process Rating (1 to 5 : Good to Bad) (copy)

Do you have a defined qualification process?

BadGood

Do you have a consistent follow-up process?

BadGood

Do you track calls, conversations, follow-ups, appointments, closes, and revenue?

BadGood

This section identifies whether the issue is skill, activity, accountability, tools, or visibility.

SA - Number of Sales People

Who currently does most of the selling?

What CRM or sales tools do you use?

Are all leads entered into the CRM?

Yes

Somewhat

Not Sure

Do you have scripts, talk tracks, email templates, or text templates?

Yes

Somewhat

Not Sure

Do your salespeople know their expected daily activity?

Do they know how to handle objections?

BadGood

Do they follow up until there is a clear yes/no/next step?

BadGood

Can you quickly see which deals are moving, stalled, or lost?

BadGood

Strong sales conversations build trust, create urgency, uncover need, and connect to the emotion behind the decision.

TUNE Trust Rating: Prospects quickly understand who we are, why we are credible, and why they should listen.

BadGood

TUNE Urgency Rating: We uncover why the buyer needs to act now and what waiting could cost them.

BadGood

TUNE Need Rating: We ask strong discovery questions before presenting our solution

BadGood

TUNE Emotion Rating: We understand what the decision personally or professionally means to the buyer.

BadGood

What is the biggest thing blocking sales right now?

What would improving this be worth over the next 90 days?

Your answers help us recommend the best next move: workshop, 1:1 coaching, or sales consulting.

Biggest Sales Challenge

Support Interest

Improvement Timeline

Please give us any other information that will help us understand your current sales process, sales people and sales tools

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