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The Sales Fixer Sales Assessment

A practical diagnostic to identify structural breakdowns in your sales organization — and where targeted changes will create measurable improvement.

This short assessment evaluates the core systems that drive sales performance, including process, lead generation, qualification, pipeline management, leadership, execution, and compensation alignment.


You’ll receive a personalized summary highlighting:

There are no “right” or “wrong” answers. The value of the assessment depends on answering as accurately as possible.

⏱️ Takes approximately 10-15 minutes to complete.

Before you begin, please tell us where to send your results.

How to Complete the Assessment

For each statement, select the option that best reflects how your sales organization currently operates:

• Yes — This is consistently true and well-established • Partial or Inconsistent — This exists, but is not applied consistently • No — This is not currently in place

Answer based on actual execution — not intention or policy.

This assessment is designed for sales leaders, founders, and executives responsible for revenue outcomes.

Sales Targets

Are your salespeople achieving their sales targets?

Are your salespeople achieving their sales targets?
A
B
C

Sales Process

The company uses a defined, documented sales process that every salesperson follows.

The company uses a defined, documented sales process that every salesperson follows.
A
B
C

Each stage of the sales process has clear criteria for moving an opportunity forward.

Each stage of the sales process has clear criteria for moving an opportunity forward.
A
B
C

Prospects are consistently advanced or removed based on defined criteria.

Prospects are consistently advanced or removed based on defined criteria.
A
B
C

Sales meetings follow a structured format to review opportunities and next actions

Sales meetings follow a structured format to review opportunities and next actions
A
B
C

Salespeople use a consistent approach when presenting solutions.

Salespeople use a consistent approach when presenting solutions.
A
B
C

Lead Generation

The company has clear, repeatable methods for generating qualified leads.

The company has clear, repeatable methods for generating qualified leads.
A
B
C

Lead generation activities are scheduled and performed consistently.

Lead generation activities are scheduled and performed consistently.
A
B
C

The company tracks the effectiveness of each lead source.

The company tracks the effectiveness of each lead source.
A
B
C

Salespeople understand their role in creating new opportunities.

Salespeople understand their role in creating new opportunities.
A
B
C

Lead follow up occurs within a defined timeframe.

Lead follow up occurs within a defined timeframe.
A
B
C

Qualification

The company uses a defined qualification framework.

The company uses a defined qualification framework.
A
B
C

Salespeople consistently uncover need, fit, timeline, and budget.

Salespeople consistently uncover need, fit, timeline, and budget.
A
B
C

Opportunities do not advance unless qualification standards are met.

Opportunities do not advance unless qualification standards are met.
A
B
C

Disqualification happens early when prospects are not a fit.

Disqualification happens early when prospects are not a fit.
A
B
C

Qualification notes are recorded in the CRM.

Qualification notes are recorded in the CRM.
A
B
C

Pipeline and Forecasting

The company maintains a structured sales pipeline with defined stages

The company maintains a structured sales pipeline with defined stages
A
B
C

Forecasts are updated on a regular schedule using objective criteria.

Forecasts are updated on a regular schedule using objective criteria.
A
B
C

Salespeople provide realistic close dates based on real progress.

Salespeople provide realistic close dates based on real progress.
A
B
C

Leadership reviews the pipeline for accuracy and planning.

Leadership reviews the pipeline for accuracy and planning.
A
B
C

Opportunities do not remain open without next steps.

Opportunities do not remain open without next steps.
A
B
C

Sales Leadership and Accountability

Sales performance is reviewed regularly using clear metrics.

Sales performance is reviewed regularly using clear metrics.
A
B
C

Leadership provides coaching based on behaviors and data

Leadership provides coaching based on behaviors and data
A
B
C

Salespeople understand how they are measured.

Salespeople understand how they are measured.
A
B
C

Activity and results are monitored for consistency.

Activity and results are monitored for consistency.
A
B
C

Underperformance is addressed through clear corrective actions.

Underperformance is addressed through clear corrective actions.
A
B
C

Tools and Consistency of Execution

The company uses a CRM consistently

The company uses a CRM consistently
A
B
C

Salespeople enter data accurately and on time.

Salespeople enter data accurately and on time.
A
B
C

Templates and tools are used uniformly.

Templates and tools are used uniformly.
A
B
C

Sales collateral is current and aligned.

Sales collateral is current and aligned.
A
B
C

Technology supports the sales process effectively.

Technology supports the sales process effectively.
A
B
C

Compensation Alignment and Motivation

Compensation aligns with desired sales behaviors

Compensation aligns with desired sales behaviors
A
B
C

Sales incentives motivate performance.

Sales incentives motivate performance.
A
B
C

High performers see clear earning potential.

High performers see clear earning potential.
A
B
C

Compensation is paid consistently and transparently

Compensation is paid consistently and transparently
A
B
C

The company reviews compensation effectiveness annually.

The company reviews compensation effectiveness annually.
A
B
C

Please share additional information that you would like us to know.