SALES ASSESSMENT
10 PILLARS OF CORPORATE HEALTH
EXECUTIVE EFFECTIVENESS

CONSULTING
TOOLS
10 PILLARS OF CORPORATE HEALTH
EXECUTIVE EFFECTIVENESS
SALES ASSESSMENT

This assessment tool is a confidential survey distributed to the Sr. Leaders within the organization. Verbatim responses and scoring are aggregated to provide an overall corporate “health score,” which includes constructive feedback per critical area of assessment. The survey focuses on the following categories:
1. Corporate Values & Culture
2. Capabilities/Innovation/Differentiation
3. Leadership Effectiveness/Satisfaction
4. Employee Effectiveness/Satisfaction
5. Employee Wellness/Training/Development
6. Client Retention/Satisfaction
7. Marketing/New Business/Brand Awareness
8. Financial Stability/Profitability
9. Operational Efficiencies/Quality Control
10. Strategic Planning/Budgeting
TEN PILLARS
OF CORPORATE HEALTH
TEN PILLARS
OF CORPORATE HEALTH

This tool acts as a high level 360° review for senior leadership within the company. The survey is confidentially distributed to a core group that includes the CEO/president/owner, management peers, the manager’s reports, and any other co-workers determined to be appropriate by Sr. Management. The goal of the survey is to assess the effectiveness and reception of the leader and provide a roadmap for ongoing individual improvement. The survey focuses on the following leadership attributes:
1. Integrity/Honesty
2. Empathy/Listening Skills
3. Humility/Flexibility
4. Work/Life Balance
5. Organization/Responsiveness
6. Empowerment/Helpfulness
7. Inspiration/Motivation
8. Accountability/Confidence
9. Competency/Decisiveness
10. Communication/Connection
EXECUTIVE
EFFECTIVENESS
EXECUTIVE
EFFECTIVENESS

This tool assesses the skills, attributes, and likelihood of success for your sales professionals, and gives an overview of their strengths and weaknesses. The survey is completed by sales management, marketing management, customer service, and/or sales peers. The results can lead to a road map for concentrated sales training and development. Quality sales talent is hard to come by, so it is critical that you can quickly assess any barriers that are preventing your sales team from meeting expectations. The focus of this tool is to measure the effectiveness of your salespeople in the
following areas:
1. Prospecting
2. Relationship building
3. Identifying problems/Providing solutions
4. Product/Service knowledge
5. Understanding of the ideal prospect
6. Overcoming objections
7. Asking questions/listening skills
8. Closing the sale
9. Personal management
10. Attitude/work ethic
SALES
ASSESSMENT
SALES
ASSESSMENT