Sales Health Check

Step 1 of 11

The Sales Health Check is a comprehensive tool designed to help you self-assess key areas of your sales function.

By scoring each question across multiple dimensions of your sales process, you’ll be able to identify areas for immediate attention, opportunities for improvement, and strengths to capitalise on.

This Sales Health Check is designed to help you evaluate key areas of your sales function, including strategy, processes, team performance, and customer retention. Each question uses a 1–5 scoring system, allowing you to assess how well each part of your sales operation is functioning.

1	Needs Immediate Attention: Major gaps; processes not in place.
2	Needs Improvement: Some processes exist, but they are incomplete or inconsistent.
3	On Track: Processes are mostly in place but could be optimised.
4	Strong: Well-defined processes with minor opportunities for improvement.
5	Best Practice: Fully optimised processes functioning at the highest level.

Once you’ve completed the audit, we invite you to schedule a free 30-minute consultation where we’ll review your scores and provide tailored recommendations to help optimise your sales function.

To get started, please provide your contact details:
Name*
First Last
Job Title*
Company Name*
Email*
Phone
Now, let’s answer a few questions to help us understand your organisation:
What industry does your business operate in?
What is your business's annual revenue?
How many employees are in your organisation?
What is your annual sales target?
How many people are on your sales team?

1. Sales Strategy
Do you have a clearly defined sales strategy?*
Are your sales goals aligned with overall business objectives?*
Is your target market regularly updated based on data and trends?*

2. Lead Generation
Do you have a system for regularly generating new leads?*
Are both inbound and outbound strategies utilized effectively?*
What percentage of your leads convert into opportunities?*

3. Sales Process
Is your sales process documented and repeatable?*
Do your salespeople follow a consistent process from lead qualification to closing?*
How well does your team understand the customer journey?*

4. Sales Team Performance
Does your team consistently hit their targets?*
Are there clear KPIs for individual performance?*
Do you offer ongoing training and development for your sales team?*

5. CRM & Sales Technology
Is your CRM integrated with your sales process?*
Are you using automation tools to streamline sales activities (follow-ups, lead nurturing, etc.)?*
How clean and up-to-date is your CRM data?*

6. Customer Retention & Feedback
Do you have a formal system for following up with clients post-sale?*
Are you tracking customer satisfaction, churn rates, and account management performance?*
Do you actively pursue upselling or cross-selling opportunities through account management?*

7. Sales Metrics & Reporting
Do you track key sales metrics (conversion rate, average deal size, sales cycle length, etc.)?*
How often do you review your sales performance against goals?*
Do you have dashboards to visualize your sales data in real time?*

8. Pricing & Value Proposition
Is your pricing strategy aligned with your market positioning and customer expectations?*
Can your sales team effectively communicate the value proposition of your product or service?*
Do you regularly test and adjust your pricing models based on feedback and market trends?*

9. Competitor Analysis
Do you regularly assess your competition’s sales tactics and offerings?*
Does your team understand what differentiates your product or service from competitors?*
Are you tracking market trends and new entrants in your space?*

10. Sales & Marketing Alignment
How well aligned are your sales and marketing teams in terms of goals, messaging, and strategy?*
Is there regular communication and feedback between the two departments?*
Are marketing materials and campaigns tailored to support the sales process?*
Your score is

Sales Health Check

Step 1 of 11

To get started, please provide your contact details:

Now, let’s answer a few questions to help us understand your organisation:

1. Sales Strategy

2. Lead Generation

3. Sales Process

4. Sales Team Performance

5. CRM & Sales Technology

6. Customer Retention & Feedback

7. Sales Metrics & Reporting

8. Pricing & Value Proposition

9. Competitor Analysis

10. Sales & Marketing Alignment