Sales System Assessment

The 12 milestones of a sales system.

Where is the business on the roadmap to building a sales system that works—and keeps getting better?

This is a roadmap, not a report card.

Few businesses have all twelve milestones fully developed. The useful question is not whether every answer is perfect. It is which missing piece is making growth harder than it needs to be—and what should be built next.

See how the milestones connect to 4FSOS
01

Are clear sales goals in place?

Do salespeople know exactly what is expected—and how to make it happen?

02

Do you know exactly who your best customers are?

Can salespeople quickly recognize who to pursue—and who to avoid?

03

Do prospects glow in the dark?

Are there triggers and signals that the team and referral partners can recognize?

04

Is there a clear path from lead to customer?

Is every stage clearly defined, with ownership assigned to each?

05

Do the best opportunities move quickly?

Is there a pivotal step that creates momentum and makes a sale far more likely?

06

Do you know where sales are getting stuck?

Does the funnel need more leads, or are there leaks in the middle and money hidden at the bottom?

07

Is discovery systemized?

Are client pains and needs accurately identified before a proposal or quote is created?

08

Does the sales team have the right tools?

Is there a specific guide, system, or resource for the challenges they regularly face?

09

Is sales execution consistent?

Or are salespeople still winging it at critical moments?

10

Are you tracking the numbers?

Does the data show what to improve and what to do next?

11

Is sales repeatable and scalable?

Can salespeople plug into the system and perform successfully without depending on the founder?

12

Is the business vulnerable?

Could something beyond immediate control materially change the business?

What happens next

Identify the gap. Build the right tool.

Vic uses the assessment to locate the most important constraint, then works with the business in real situations while creating the customized tools and systems needed to move forward.

Which milestone is holding growth back?

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