DIY Business Assessment & Review

Business assessment tools for organisational sales readiness reviews.

Sales and Marketing Measurement

Use our business assessment tools to conduct your own review.

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

Sales performance in 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 organisation's structures, processes, and methods be improved?
  • Are policies, procedures, and plans delivering the best possible performance?

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. The tools aid planning, provoke discussion, and renew enthusiasm for progress.

Individual Business Assessment Tools

Sales and Operations Planning Assessment

Use this tool to assess sales and operations planning or optimisation.

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

Identify strengths, weaknesses, gaps, and opportunities.

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

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

Sales and Marketing Measurement

Marketing Plan

Assess the 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

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, 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.

Use our business assessment tools 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, send an email to for a prompt reply.