Welcome to the Business Owner

Sales Assessment

First Name *

Last Name *

Email *

Phone *

Q1. Do you have a step by step process to turn leads into paying clients?

Question 1 *

A. No process at all

B. Some steps, but it's not consistent

C. A clear process, but not written down

D. Yes, it's documented and used daily

Q1

Q2. Do you know your numbers (calls, bookings, conversions etc.)?

Question 2 *

A. Never

B. Rarely

C. Often

D. Always

Q2

Q3. How consistent is your monthly revenue?

Question 3 *

A. I react to whatever leads come in

B. I have some tracking but it’s messy

C. I track and follow up regularly

D. I have a proven system to keep it full

Q3

Q4. Do you or the team use a script or guide during sales calls?

Question 4 *

A. Never

B. Once or twice a year

C. Monthly

D. Weekly

Q4

Q5. How often do you train or roleplay yourself or with your team?

Question 5 *

A. Almost never

B. Occasionally

C. Often

D. Very frequently

Q5

Q6. How consistent is your lead flow?

Question 6 *

A. Very inconsistent

B. Somewhat inconsistent

C. Mostly steady

D. Very steady and growing

Q6

Q7. How well do you and your team handle objections without discounts?

Question 7 *

A. Less than 25%

B. Around half

C. 75% or more

D. Nearly all of it

Q7

Q8. Who is handling most of your sales calls?

Question 8 *

A. Never

B. Rarely

C. Monthly

D. Weekly

Q8

Q9. Are you currently working with appointment setters or closers on a commission base?

Question 9 *

A. Not clear at all

B. Somewhat clear

C. Very clear

D. Crystal clear

Q9

Q10. How confident are you in hiring the right salespeople?

Question 10 *

A. Not confident at all

B. Somewhat confident

C. Confident

D. Extremely confident

Q10

Q11. Do you have tools or training ready for salespeople?

Question 11 *

A. I get frustrated and move on slowly

B. I reflect on it but don’t always act

C. I quickly re-focus on the next opportunity

D. I follow up and sometimes win it back

Q11

Q12. Have you ever felt burned by a

sales/recruitment agency or contractor?

Question 12 *

A. Yes, more than once

B. Yes, but I learned from it

C. Not yet, but I worry about it

D. No, I choose carefully and set clear terms

Q12

Q13. Are you happy with your current sales results?

Question 13 *

A. Very uncomfortable

B. Somewhat uncomfortable

C. Comfortable

D. Extremely comfortable

Q13

Q14. How many sales calls per week do you or your team run?

Question 14 *

A. Never

B. Rarely

C. Often

D. Always

Q14

Q15. What would change in your life if sales improved dramatically?

Question 15 *

A. No

B. Not sure

C. Yes, somewhat

D. Yes, exactly

Q15

Q16. How clear is your path to your next revenue goal?

Question 16 *

A. Not clear at all

B. I have a number, but no plan

C. I have a plan, but it’s shaky

D. Very clear, I know my steps

Q16

Q17. What’s the #1 area where better sales skills or systems would make the biggest difference in your business right now?

Question 17 *

Q17

Total Assessment Score

TAS

NEXT