Name will appear on exported reports. This field is optional but helpful for tracking.
Defaults to today if left blank

How to use

Work through each funnel stage, select answers that best reflect current practice. When finished, click "Run Diagnostic" to compute scores and receive bespoke recommendations.
Tip: Save your run to compare progress over time.
Accessible: All controls support keyboard navigation.
1 · Lead Generation
2 · Lead Qualification
3 · Sales Engagement
4 · Proposal & Closing
5 · Post-sale & Retention
1 — Lead Generation
Volume, sources, targeting and cost-efficiency
Weight: 18%
Tracking ROI enables smarter budget allocation.
2 — Lead Qualification
Lead scoring, ownership & speed to contact
Weight: 18%
3 — Sales Engagement
Methodology, discovery, CRM usage & cycle length
Weight: 22%
4 — Proposal & Closing
Win rates, pricing discipline & executive sponsorship
Weight: 22%
5 — Post-sale & Retention
Onboarding, retention, expansion & NPS
Weight: 20%

Assessment Guidance & Best Practices

We recommend running this assessment quarterly. Use the results to prioritize 3 strategic initiatives and assign owners with clear success metrics.

  • Base responses on recent 90-day performance where possible (not impressions or anecdotes).
  • Use CRM and marketing analytics — not memory — when answering rate-based questions.
  • Capture a run owner and publish the exported report to the leadership shared drive.