Sales & Marketing Capabilities Assessment

Welcome and congratulations on your decision to assess where you are in your Sales & Marketing Maturity Cycle!

The purpose of this exercise is to find out where you and your business are in terms of Sales & Marketing capabilities so you can get clear about what you need to improve to take your business to the next level and the best next steps to get you there.

Your total honesty and candor, while not always easy, is required in order for me to serve you at the highest level and advise you properly so please answer the questions below as honestly and thoughtfully as possible.

Completion of this assessment will be an investment of approximately 30 minutes of your time if you really take the time to honestly think about your answers.

The results from this this questionnaire will be used to construct a customized Sales & Marketing coaching plan specifically designed and tailored to fit the needs of you and your business. This  will help produce results for you faster by focusing your activities on those areas needing the most attention.

Also, you can rest assured that the information you reveal below, and in any private session with me, is confidential and private and will never be disclosed to anyone.

Talk soon,

-JW

 

INSTRUCTIONS

In the questionnaire below, you'll see a series of descriptive phrases covering six business categories. 

Rate how present (or relevant) each description is for your business on a scale of 0 to 5.

Zero (0) means it's Not a Problem (or not applicable to your business)

Five (5) means it's a Big Problem (or not present in your business and should be)

Use your gut instinct and don't second guess your answers.

1) Do you need (not want) an immediate increase in revenue in order for your business to survive?

2) How would you rate your ability to generate leads?

3) How close are you to selecting a specific niche market?

4) How well do you feel you understand advertising?

5) How powerful is your Unique Selling Proposition?

6) How would you rate your current offers ability to compel your prospects to buy from you?

7) How would you rate the promotions you offer to encourage sales in your business?

8) How successful are you in using direct mail to generate business?

9) How would you rate the effectiveness of your affiliate partner program?

10) How would you rate the effectiveness of your referral system?

11) How would you rate the effectiveness of your sales letters?

12) How would you rate your "down-sell" strategy?

13) How would you rate your risk reversal strategy in your closing process?

14) How would you rate your ability to follow up with every prospect that does NOT buy from you?

15) How would you rate yourself in following a scripted close to finalize the sale?

16) How would you rate your sales training for both yourself and your staff?

17) How would you rate your business when it comes to offering your prospects multiple pricing options?

18) How would you rate your business when it comes to offering your prospects additional incentives to purchase immediately?

19) How would you rate the uniqueness of your business when compared to your competition?

20) How would you rate yourself or your staff when it comes to setting appointments?

21) How would you rate your business when it comes to offering your prospects multiple product or service levels?

22) How would you rate your "up-sell" and "cross-sell" strategies?

23) How would you rate your discounting strategies?

24) How would you rate your payment terms?

25) How would you rate your current incentive offers?

26) How would you presently rate your customer service?

27) How would you rate your customer loyalty program?

28) How would you rate your ability to create and manage joint venture partners?

29) How would you rate your business when it comes to reengaging with past prospects that didn't buy?

30) How would you rate your business when it comes to reactivating stale customers who haven't purchased recently?

31) How would you rate your ability to track each of your customers purchase patterns?

32) How would you rate your business's upfront offers?

33) How would you rate your ability to offer your prospects and customers additional products or services from joint venture partners?

34) How would you rate your ability to laser-target your perfect customer with your marketing?

35) How would you rate your ability to prequalify those prospects most likely to buy what you sell?

36) How would you rate your ability to add massive value to your current product or service offerings?

37) How would you rate your customer service satisfaction level with your current customers?

38) How would you rate your ability to pinpoint the top 20 most lucrative prospects in your market?

39) How would you rate your ability to price your product or service based on its value to your prospects?

40) How would you rate your ability to price what you sell in accordance with your level of expertise?

41) How would you rate your current pricing when compared to your competitor's pricing?

42) How would you rate your current refund policy?

43) How would you rate your ability to consistently offer new products or services to your current customers?

44) How would you rate your current marketing and advertising effectiveness?

45) How would you rate your current website's ability to generate revenue?

46) How would you rate your ability to barter in order to obtain needed products or services to operate your business?

47) How would you rate your ability to consistently increase your customer's satisfaction level with your business?

48) How would you rate your ability to convince your customer's to refer others to you?

49) How would you rate your ability to market what you sell online?

50) How would you rate your ability to package your sales process and license it to others in your market?

51) How would you rate your ability to consistently create new products and services that would appeal to your current customers?

52) How would you rate your business's ability to survive without you there?

53) How would you rate your business's ability to produce frequent purchases from your customers?

54) How would you rate your ability to generate frequent referrals from current customers?

55) How would you rate your business in terms of attaining the financial success you want it to be?

56) How would you rate the thoroughness of your business's Revenue Plan?

57) How would you rate the thoroughness of your business's SWOT Analysis?

58) How would you rate the thoroughness of your business's Marketing Plan and Schedule?

59) How would you rate the effectiveness of your business's training program?

60) How would you rate the effectiveness of your business's team building program?

61) How would you rate your abilities to close business over the phone?

Enter any final comments or questions you have in the text box below.

When complete, click the 'Save & Send To Coach' button to submit your answers.