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Free self-assessment

Find sales friction worth investigating in 5 minutes.

If your sales operation feels messy, takes too much of your time, or runs on memory and heroics, the Sales System Scorecard gives you a starting list of issues to investigate with your team.

How it works

Twenty questions. Five minutes. One honest score.

The scorecard is 20 yes-or-no questions across 6 categories. Each one is written so that yes means friction. Count your yeses. The higher your score, the more signs of friction you reported. It takes about five minutes. The score does not measure lost revenue or determine the scope of a Build.

What it measures

Six places a sales operation leaks revenue.

  • Demand

    4 questions

    Whether new opportunities arrive on a predictable channel mix or in unpredictable waves you cannot trace back to a source.

  • Lead capture and routing

    3 questions

    Whether an inbound lead is captured, owned, and routed to the right person fast, or quietly slips through a gap.

  • CRM and pipeline

    4 questions

    Whether your CRM reflects how the team actually sells, so the pipeline number means something.

  • Follow-up and handoffs

    4 questions

    Whether follow-up is consistent and handoffs are clean, or deals stall in the space between people.

  • Reporting and visibility

    2 questions

    Whether you can see the few numbers that tell you if the motion is healthy, every week, without a manual scramble.

  • Founder dependence

    3 questions

    Whether the motion runs on systems, or on the founder being in every deal and holding the process in their head.

What you will find out

Your score gives you a place to start.

Score 0 to 4

Tight ship

You reported few signs of friction. Check the issues you marked against recent deals before deciding what needs work.

Score 5 to 9

Real friction

Review the areas you marked and collect examples from recent deals. Confirm the cause and impact before choosing a fix.

Score 10 to 14

Friction across several areas

You reported friction across several areas. A Diagnostic can help investigate the causes and define priorities before implementation.

Score 15 or more

Substantial reported friction

You reported substantial friction. Review the workflow and founder involvement; the score alone does not establish implementation scope.

Get the scorecard

Send it to your inbox and start scoring.

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A 5 or higher usually means it is time to talk.

Book a free thirty-minute intro call. We confirm whether there is a real reason to fix the system now.