Step 1: Participants receive a link to the assessment.

Step 2: Every participant enters a user name and password to access the assessment. This gives them the option of completing as much as possible in one sitting and then return later to finish the rest.

  1. You respond to a series of statements.
  2. You rank the categories based on what you believe your focus should be for the next 90 days.
Step 3: We process your report and send it to you within 24 hours.

        Each report includes:
  1. One-page Score Card with your overall Sales Performance Index.
  2. Quadrant Analysis highlighting areas of strong performance and where the greatest opportunities exist for instant improvement.
  3. Alignment Analysis to see if any significant differences exist on the top priorities between multiple groups or participants.
  4. Positive Score Analysis.
  5. Benchmark of your organization compared to others to give you perspective on comparative strengths.
Step 4: We schedule a time to review the analysis and the critical areas to address.

Optional follow-up steps

Step 5: A working session where we facilitate a group meeting with key participants, review the report, validate the findings and begin the planning process for taking action based on the selected critical areas.

Step 6: We follow up with the sponsor, team or both to ensure to check for progress and overcoming obstacles.

Learn who benefits from the assessment.

View a sample report: PDF or PPT
How It Works
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Sales Baseline