Sales Team Process Assessment
Evaluate your sales teams ability to execute with precision – – effectively, efficiently & predictably
Use The Chief Sales Leader Framework To Evaluate…
An Entire Sales Team
Evaluate all aspects of your sales team to pinpoint sources of chronic under-performance and focus sales process improvement efforts
Part of a Sales Team
Evaluate a field sales, inside sales, key account, or other team to pinpoint sources of chronic under-performance and focus sales process improvement efforts
Mergers & Acquisitions
Evaluate target company sales team processes during due diligence or during post-merger integration to pinpoint synergy and sales process improvements

Sales Team Process Asssessment
We Provide You With:
- Briefings on The Chief Sales Leader Framework™
- Online Self-Assessments that are quick to complete
- Focus Group Assessments to clarify problem areas
- One-on-One Interviews to uncover hidden truths and agendas
- Document Assessment – do they exist, are complete, and usage
- A report including priorities and recommendations
How Does The Sales Team Process Assessment Work?

Step 1 – Conduct Online Questionnaire
To gain insight into sales team processes from one or all of the following sources:
- Chief Sales Executive or head of the sales team
- Sales Managers
- Sales People
- Peer Departments
- C-Level Executives
Step 2 – Conduct Interviews
To clarify insight gained from the online sales team process assessment from one or all of the following sources:
- Chief Sales Executive or head of sales team
- Sales Manager
- Peer Departments
- C-level Executives


Step 3 – Conduct Focus Groups
To clarify insight gained from the online sales team process questionnaire from one or all of the following sources:
- Sales Managers
- Peer Departments
Step 4 – Conduct Document Review
To ensure that the following sales team process documents are in place, up-to-date, and are being used:
- Sales plans
- Sales forecasts
- Sales policies and procedures
- Sales technology
- Performance reviews
- Compensation history
- Resumes of managers and salespeople


Step 5 – Analyze & Present Report
Prepare and present sales team process assessment to key stakeholders:
- Outline of strengths and weaknesses
- Prioritization of improvement areas
- Recommendations for career development