Survey Goals:

This survey helps us understand where your sales operation stands today.

  • Each answer is scored to reflect your level of readiness.

  • Your total score will guide us to the best working style together:

Low Score → Foundations
We’ll run a done-for-you model (building ICP, CRM, playbooks, and launching campaigns).

Medium Score → Growth
We’ll use a hybrid model (shared campaigns + building SOPs so your team gains consistency).

High Score → Scale
We’ll use a consulting/training model (optimizing what you already have and accelerating growth).

Please answer honestly. The score isn’t about right or wrong, it’s about finding the fastest, most effective way to work together.

Priorities & Goals

Market & Territory

Current Systems & Tools

Current Sales Process

Team & Resources

 Budget & Commitment