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PathForward™ Pipeline Lift Assessment

A short assessment to uncover where your pipeline is leaking - and how much revenue lift you're leaving on the table.

Data Usage Notice The PathForward™ Pipeline Lift Assessment collects limited professional and organisational information to generate your personalised Pipeline Lift Report and related insights. Your responses will be used to: Analyse pipeline performance and revenue alignment | Generate a tailored report and strategic recommendations | Provide relevant insights and resources related to revenue growth and sales enablement.

Your responses will power a focused diagnostic that pinpoints where your pipeline is leaking, quantifies the revenue opportunity, and defines a clear PathForward™ for improvement:

Full Name

Business email

Industry

Role

Company

Country/Region

Scoring instructions

Your answer options (1 to 5) consist of a weighted scoring system. Please assess each question carefully using the following scale:
1 = Not implemented/No capability 2 = Basic/Ad-hoc 3 = In progress 4 = Mostly implemented & consistent 5 = Fully implemented & optimized

Section 1: EFFICIENCY [Pipeline Enablement]

1. How consolidated is your marketing and sales technology stack (CRM, marketing automation, analytics, sales enablement)?

1. How consolidated is your marketing and sales technology stack (CRM, marketing automation, analytics, sales enablement)?
No capabilityIn progressFully optimized

2. How effectively do you repurpose and personalize content without creating net-new every time?

2. How effectively do you repurpose and personalize content without creating net-new every time?

3. Do sales and marketing share a single, searchable, always up-to-date content library?

3. Do sales and marketing share a single, searchable, always up-to-date content library?

4. How automated are your engagement workflows (nurtures, follow-ups, routing, reporting)?

4. How automated are your engagement workflows (nurtures, follow-ups, routing, reporting)?

5. How easily can sales access and share the right buyer-ready content at the moment of engagement?

5. How easily can sales access and share the right buyer-ready content at the moment of engagement?

6. How much visibility do you have into content utilization across the buyer journey (who uses what, when, and how)?

6. How much visibility do you have into content utilization across the buyer journey (who uses what, when, and how)?

7. How effectively can you scale personalised or segment-level experiences without adding significant headcount?

7. How effectively can you scale personalised or segment-level experiences without adding significant headcount?