Sales Maturity Scan

Know where you stand and what to improve first

Most sales processes were never designed. They grew over time, with a new tool here and a workaround there. The Sales Maturity Scan reviews your data, tooling and people to show where things get stuck. Together with your team, we build a roadmap to upgrade your sales process.

Watch the video: explaining the Sales Maturity Scan in two minutes
Measured in one engagement
4 weeksto a prioritised roadmap
  • 26 initiatives across six areas, on three horizons
  • Aligned with the management team
  • Ready to be executed by the client’s own people
What changes for you

You know what to improve first, and who owns it

01

A clear view of current sales maturity across all funnel activities.

02

An improvement roadmap ranked by impact and feasibility.

03

Sales leadership and the people involved agree who owns what.

Customer case

A clear roadmap in four weeks

Download the case to see how the Sales Maturity Scan created clarity, alignment and a realistic roadmap for sales improvement.

Short Term (0-6 months)
Medium Term (6-12 months)
Long Term (12+ months)
Sales
Process
Lead QualificationFollow-up ProcessesMarket Intelligence
Win-Loss AnalysisAutomate QuotationsOutbound Leads
Sales
Team
KPIs and TargetsDefine Responsibilities
Sales Team TrainingIndividual Perform.Revise Sales BonusOrg. Structure
Expand Presence
Account
Mgmt.
Proactive StrategyDashboards
Proactive Implement.
CRM &
Data
Data CollectionImprove CRM Usage
Data ConsistencyIntegrate other toolsCRM lead scoring
Integrate CRM-Profiler
Partners
Partner TrainingPartner Selection
Strengthen Network
Products
Expand Portfolio
Is this you?

Sales improvements lack focus, structure and clear priorities

01

You cannot see what limits sales performance at each funnel stage.

02

Improvement initiatives run on opinions instead of data and facts.

03

There is no shared view of what good sales looks like.

How it works

Data analysis, interviews and two workshops: assess maturity, rank the improvements, and turn them into a roadmap

  1. 1Analyse your sales data and review your tooling.
  2. 2Interview the stakeholders.
  3. 3Workshop one: assess maturity on every funnel activity.
  4. 4Workshop two: rank the improvements by impact and feasibility.
  5. 5Turn them into a roadmap your team can execute.
4 weeksSteps 1 to 5
After 3 & 6 months
  1. 1

    Gather the facts

    Discover
    Gather the facts

    Your data: CRM exports, billing data, activity logs and sales decks.

  2. 2

    Hear the frontline

    Discover
    Hear the frontline

    Interviews with 4 to 8 sales leaders, reps and marketers.

  3. 3

    Map the lead journey

    Design
    Map the lead journey

    Workshop one: the end-to-end flow, its bottlenecks and ideas to fix them.

  4. 4

    Shape the initiatives

    Design
    Shape the initiatives

    Concrete initiatives with success measures, defined with your people.

  5. 5

    Lock the roadmap

    Deliver & Review
    Lock the roadmap

    Workshop two: priorities, owners, timeline and budget.

  6. 6

    Coach and course‑correct

    Deliver & Review · after the scan
    Coach and course-correct

    Checkpoints at 3 and 6 months to unblock issues and benchmark progress.

Is this for you?

Ideal if you want to know what to improve first

This IS for you, if
  • You want to understand what good sales looks like for your business
  • You need agreement on priorities without a large investment
  • You want a realistic roadmap your team can execute themselves
This is NOT for you, if
  • You want immediate results without changing ways of working
  • Leadership will not discuss uncomfortable improvement areas
  • You are only looking for a new tool instead of structural improvements

If this sounds like your team, book a meeting with us. Or use the form below.

Next step

Contact us with your question or problem

If you would like to get in touch, or you have a specific question, please feel free to reach out by filling in the form.

Enlarged diagram
Free scan Contact us