Sales Diagnostic

Sales Diagnostic

Diagnostic Overview

Reviewing how sales strategy, team performance, commercial execution and revenue development are being structured, managed and improved to support stronger business growth and sales results.

Diagnostic Areas

Sales Strategy

Reviewing how sales objectives, priorities, targets and commercial direction are being structured to support business growth and stronger sales performance.

Sales Capability & Performance

Assessing the capabilities, strengths, weaknesses and overall effectiveness of the sales team across prospecting, qualification, relationship development, negotiation and closing activities.

Sales Activity Monitoring & Performance Management

Reviewing how sales activity, follow-up, callbacks, pipeline movement, conversions and performance are being monitored, measured and managed.

CRM, Database & Sales Technology

Assessing how CRM systems, prospect databases, automation and AI tools are being used to support sales organisation, follow-up, communication and business development.

Sales Psychology & Performance

Reviewing how mindset, confidence, resilience, consistency and mental preparation are affecting sales performance and execution.

Research & Sales Preparation

Assessing how sales teams prepare before approaching prospects, including company research, lead preparation, market understanding and sales organisation.

Gatekeepers & Decision Makers

Reviewing how sales teams navigate gatekeepers, identify decision-makers and position themselves effectively throughout the sales process.

Introduction & Company Presentation

Assessing how sales teams introduce themselves, present the company and create credibility during the first stages of the conversation.

Sales Pitch & Product Presentation

Reviewing how products, services and solutions are being presented to generate interest, communicate value and position the offer effectively.

Overcoming Objection

Assessing how objections, concerns and resistance are being handled throughout the sales conversation and negotiation process.

Qualification Questions

Reviewing how opportunities are being qualified based on authority, need, timing, budget and overall business potential.

Urgency & Closing

Assessing how sales teams create urgency, move conversations forward and close business confidently and professionally.

Sales Training & Coaching

Reviewing how onboarding, coaching, call reviews, sales training and ongoing team development are being structured and implemented.

Sales Team Management

Assessing how sales leadership, accountability, communication and day-to-day team management are supporting performance, consistency and revenue growth.

Diagnostic Scope

This diagnostic can be conducted as a full sales performance review or focused on specific areas including strategy, CRM structure, sales process, team performance, sales training, pipeline management, objection handling, closing performance or business development depending on the organisation's priorities and objectives.
Diagnostic Enquiries
The Sales Diagnostic is conducted across sales teams, commercial environments and business development activities internationally, including one-on-one work with sales professionals, team reviews, management evaluation and broader sales performance analysis. For diagnostic enquiries, get in touch.
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