DIY - Business Assessment & Review

Business assessment tools for sales operations planning, sales and marketing assessment, and sales readiness.

Diagram depicting scores from one of our business assessment tools.

Do it yourself. Use our business assessment tools to conduct your own reviews.

Compare your marketing and sales approach with best practice to identify easy improvement opportunities.

The sales performance of a business depends on three levels of optimisation - organisation, methods, and people.

Optimising the way the organisation works, the governance and procedures in use, and the effectiveness of staff releases full potential.

  • Could your organisational structures be improved?
  • Do policies, procedures, and plans promote best sales and marketing practice?
  • Are sales skills, methods, and knowledge defined?

Business assessment can reveal hidden potential and opportunities. This collection of tools enables users to carry out a formal review without calling in a consultant.

The assessments provide new perspectives, prompt new ideas, and reveal new ways to increase performance. They aid planning, provoke discussion, and renew enthusiasm for progress.

Alternatively, have us conduct a review. We will interview nominated staff to establish and document sales operations, marketing, and sales management practices. Our feed back and report will identify gaps between current norms and commonly established best practice.

The investigation usually identifies many improvement opportunities.

Diagram depicting scores from one of our sales and marketing assessment tools.

Individual Business Assessment Tools

Sales Operations Plan

Do you have the best governance, sales process, and management practices in place?

Identify strengths, weaknesses, gaps, and opportunities in sales operation structure and processes.

Use this assessment to improve existing intentions or as a template for new plan.

Complete the free assessment to receive tabulated and charted results, consultant feedback, and planning templates. Use the information to make adjustments, fill gaps, and initiate action.

Marketing Plan

Assess the breadth and quality of existing plans, evaluate 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.

Use the information to make improvements, initiate action, or develop ideas.

Sales and Marketing Alignment

Diagram depicting scores from one of our business assessment tools.

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, sales and marketing must work together to influence the decision making process of digitally literate customers.

Use the assessment to increase cooperation and collaboration between sales and marketing.

Sales and Sales Management Assessments

Follow this link to learn about our sales aptitude, skills, sales knowledge, work motivators, and other assessments.

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

If you need business assessment tools or ways to evaluate sales readiness, we can help. Telephone +44 (0)1392 851500. Alternatively, use the contact form here or send an email to