Question 1

What is the sales team assessment template for?

Accepted Answer

For sales consultants, trainers and tool vendors. Five questions reveal how a sales team works today, and the weakest teams are the most likely to want help.

Question 2

What does the sales team assessment template ask?

Accepted Answer

8 questions: Is your sales process documented? How do you track deals? How full is your pipeline? How many people sell? What's your first name? Where should we send your results? Which company are you with? What's your job title?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 40 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 20 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Sales team assessment template

How healthy is your sales process?