Sales Diagnostic

Sales Diagnostic

Diagnostic Overview

Nothing happens in a business until a sale is made.
Sales is not simply about having good salespeople. It is about having the right people, properly trained, supported by the right approach and equipped to deal with the realities of selling, including rejection, pressure, uncertainty and the discipline required to keep moving forward. Skills matter, but so do preparation, confidence, mindset and consistent execution.
Sales has been the foundation of my professional career for more than 25 years. I learned it through experience, building businesses, managing sales operations and teams and, later, training sales professionals around the world.
This diagnostic looks at the sales operation as a whole, identifying what is working, where opportunities may be lost and where the greatest potential for improvement lies.

Diagnostic Areas

Sales Strategy

Reviewing the sales strategy, objectives and commercial priorities that guide the sales operation, and whether they provide a clear structure and direction for the sales process and stronger commercial results.

The Mental Game of Sales

Examining whether the sales team is trained and supported to develop the mental strength needed to deal with rejection, pressure and setbacks, maintain confidence and resilience, and sustain performance in the demanding reality of sales.

Sales Skills & Capabilities

Evaluating the skills, capabilities and strengths of sales professionals and managers, and identifying areas where further development could strengthen individual and team performance.

Sales Monitoring System

Reviewing the systems used to monitor the commercial operation, measure performance and provide the feedback needed to identify areas for improvement, reinforce training and keep the sales operation on track.

Sales Database, CRM & Technology

Assessing the structure and quality of the sales database, CRM and technology supporting the sales operation, and whether they provide the right information for effective sales execution, follow-up and performance monitoring.

Research & Sales Preparation

Reviewing the research conducted for each prospective client, including the company, decision-maker and business context, and whether the salesperson is prepared to execute from initial contact through the sales pitch.

The Sales Pitch

Reviewing the sales pitch used by the team, and whether it provides a clear structure and consistent approach to the sales conversation, communicates the value of the offer effectively, and moves the opportunity toward the close.

Overcoming Objections

Assessing the systems and practices used by the sales team to anticipate, manage and overcome objections throughout the sales process, from the first “no” through the pitch, qualifying questions and closing.

Closing

Assessing the systems and practices used by the sales team to advance qualified opportunities toward the close, including the approach used to identify buying signals, address final objections and recognize when an opportunity is ready to close.

Sales Training Strategy & Program

Reviewing whether the company has a strong sales training strategy and program, supporting salespeople throughout their development and providing the structure and consistency needed to strengthen team performance.

Sales Team Management

Reviewing the way the sales team is led and managed, including the support, coaching and direction provided to the team to maintain performance and encourage continued development.

Diagnostic Scope

This diagnostic can be conducted as a full sales performance review or focused on specific areas of the sales operation, depending on the organisation's priorities and objectives.
Diagnostic Enquiries
To discuss the Sales Diagnostic or request a focused review, get in touch.
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