Business Assessment & Review

Business assessment tools for sales and marketing plan assessment, business plan assessment, and business review.

Business Assessment and Business Planning

Conduct your own business review with these comprehensive Business Assessment and planning tools. Sales performance in a business depends on three levels of optimisation - organisation, methods, and people. Optimising the way the organisation works, the procedures in use, and the effectiveness of staff releases full potential.

Are your organisation's structure and management methods optimised? Are policies, procedures, and plans helping or hindering performance?

Without an outside perspective, a business might carry on striving for ever and never identify changes that can create a breakthrough. A formal Business Assessment reveals hidden potential and opportunities. An consultants can provide the necessary perspective and support, yet it may be something that business leaders can do themselves. This collection of assessment tools provide a guide.

Each assessment offers a new perspective, prompts new ideas, reveals potential solutions, and renews enthusiasm for progress. Using these tools ensures that business planning accounts for all important elements, eventualities, and contingencies.

Element Descriptions

Sales Plan

Use this tool to assess the quality of a plan. Identify strengths, weaknesses, gaps, and opportunities for improvement. Use it to improve existing intentions or as a template for new plan. Data is represented for easy review and reflection. Use the information to make adjustments, fill gaps, and initiate action.

Marketing Plan

Assess the quality of existing marketing plans or assess the effectiveness of current marketing activities and discover easy opportunities for improvement. Establish an ideal to work towards, or stimulate thinking prior to preparing a new plan. Assess plan quality and evaluate established activities compared with an ideal. Use the information to make improvements, initiate action, or develop ideas.

Sales and Marketing Plan Alignment

The alignment tool turns a spotlight on harmony and integration between the respective functions. The business buying process used by people to find and evaluate solutions is changing rapidly. People are increasingly turning to online tools and information to address issues and solve problems. Now more than ever, the two functions must work together to influence the decision making process of digitally literate customers. The feedback allows for rapid consideration of the opportunities to increase cooperation and collaboration between sales and marketing.

Customer Skills Assessment and Validation

Assessing customer skills helps managers identify opportunities to improve the customer experience and raise customer satisfaction levels. Training needs analysis, staff development, appraisals, and candidate selection are additional uses.

Sales Knowledge Assessment and Validation

How do customer facing staff answer customer questions? What do they say? This assessment aids structured enquiry into company, product, customer and market knowledge. It can be used for training needs analysis, development, appraisals, and candidate selection.

Sales Skills Assessment and Validation

Selling ability is notoriously difficult to judge. Assessing and measuring competence provides a empirical means of validating judgement. This assessment can be used for training needs analysis, development, and candidate selection.

Use our business assessment tools to conduct a sales and marketing business review and gain a consultant's perspective for a fraction of the price.

If you need to increase business performance we can help. Telephone +44 (0)1392 851500. We will be pleased to learn about your needs and talk through some options. Alternatively, send an email to for a prompt reply.