Pre-Audit Quiz
Purpose: Understand current goals, frustrations, and overall setup.
Sales Process Insights
What sales roles exist on your team (e.g., SDR, AE, founder-led)?
Solo founder handling sales
1–2 full-time sales reps
A small sales team with SDRs and AEs
Outsourced/agency support only
No dedicated sales function yet
What’s your biggest frustration with your current sales process?
Too few quality leads
Leads go cold mid-funnel
Too many no-shows or ghosting
It’s not clear who owns what
I’m not sure what’s working and what’s not
Do you feel leads are qualified but still not converting?
Yes, most leads seem like a good fit
Some are qualified, but many slip through the cracks
Hard to tell, we don’t have a strong qualification process
No, most leads probably weren't qualified
Not sure
What do you feel is holding your sales team back the most right now?
Weak lead flow
Poor follow-up
Lack of process or structure
Unclear messaging
Skill gaps or staff confidence
When was the last time the team had effective sales training?
Within the last 3 months
6–12 months ago
Over a year ago – we haven’t revisited it since
Never – we've never done formal sales training
Not sure
Sales Foundations Review
How clearly defined is your sales process from lead gen to close?
Fully mapped, documented, and followed
Defined but not always followed
Vague or loosely defined
We don’t have one yet
Do you have a sales playbook or repeatable method?
Yes, and we use it
We have one, but it’s outdated
Not yet, but planning to
No, and we’re not sure we need one
How frequently do your team review lost deals or cold leads?
After every deal
Monthly
Occasionally
Never
Are your sales KPIs (calls, meetings, demos, close rate) tracked and discussed regularly?
Yes, weekly
Monthly only
Rarely
Not at all
Sales Methods – Strategy, Pipeline, Value Prop
What channels are driving most of your new sales opportunities right now?
Inbound leads (website, content, referrals)
Outbound email or LinkedIn
Paid ads
Partnerships
Mix of everything but no standout channel
How are you segmenting your target markets?
By industry and company size
By buyer persona
Just using a basic list with no segmentation
Not currently segmenting
How well does your current value proposition resonate with your customers?
Prospects “get it” instantly
We often get asked, “What do you actually do?”
Still testing and refining
We need a Value Prop
Do you use a structured pipeline approach (e.g., BANT - Budget, Authority, Need, Timeline)?
Yes, consistently
A bit—we reference it but inconsistently
We’ve heard of them but don’t use them
No, we qualify leads informally
Where in your pipeline do you see the biggest drop-off?
Initial outreach (booking meetings)
Discovery/demo stage
Proposal stage
Closing/follow-up
Not sure
Outreach: Strategy, Tools, Frequency, List Quality
What outreach methods are you currently using (email, phone, LinkedIn, etc.)?
Cold email
Cold calling
LinkedIn messaging
Paid tools (e.g. ads, lead gen platforms)
None yet—we rely on inbound
How many outbound touches (on average) does your team make per lead?
1–2
3–5
6–8
9+
Not sure—we don’t track this
Are you using any outbound tools (e.g., Apollo, Outreach, Lemlist)?
Yes, fully automated
Semi-manual tools
Manual outreach only (Gmail, LinkedIn DM)
What's Automation?
How would you rate the quality of your prospecting lists?
Highly targeted and relevant
Decent, but could improve
Hit-or-miss
We mostly use purchased/old lists
We don’t use lists, we reach out ad hoc
What’s your biggest challenge when it comes to booking meetings?
Not getting replies
Low response quality
Rejection or objections
List quality
No consistent system
Outreach Messaging: Copy, Hooks, Follow-Up
What’s the core hook in your messaging?
Clear ROI/value delivered
Problem/solution framing
Founder or social proof angle
We don’t really have a consistent message
How many follow-ups are typically sent after no response?
0–1
2–3
4–6
7+
I don’t have a follow-up process
Do your messages clearly articulate the problem you solve?
Yes, very clearly
Somewhat
Not really
Unsure
How often do you A/B test messaging to improve response rates?
Weekly
Monthly
Rarely
Never
Identify the Bottlenecks
At what stage do you lose most opportunities?
Before the first call
After the discovery/demo
After sending a proposal
During the close
Not sure
What’s the most common objection you hear?
Budget
Timing
Not the right fit
Not a priority
We don’t ask enough to know
Where do leads most often “ghost” or disengage?
After the first email/call
After a meeting/demo
After a proposal
After requesting more info
Not sure
Are you or the team spending too much time chasing leads?
Some, but manageable
A lot—we waste time
Not sure—we don’t filter leads
What process improvement would help most?
Better lead filtering
Better outreach system
Tighter follow-up
Messaging upgrade
CRM/data cleanup
High-Level Feedback Trigger
What would a successful sales system feel like to you in 3 months?
Predictable pipeline and results
More meetings
Less stress and chasing
We are properly trained and understand how to sell
We’re not sure what success looks like
If you had to fix one thing in your sales process right now, what would it be?
Business development strategy
Clear outreach messaging
Simplify our process
Targets Hit!
Sales coaching
All of the above
Contact Info (Optional)
Your name (optional)
Your contact info (optional)
Submit Survey