Sales Process Assessment
When you finish the assessment you can book a free 15 minute session with one of our coaches to discuss your results
Name
*
First Name
Last Name
Company Name
Email
*
example@example.com
What best describes your company
Please Select
HVAC Sales/Installation
Generator Sales/Installation
Both
Other
Which of the following brands do you work with?
LG
Mitsubishi
Daikin
American Standard
Fujitsu
Other
Which of the following brands do you work with?
Generac
Kohler
Briggs & Stratton
Cummins
Other
Which of the following brands do you work with?
LG
Generac
Mitsubish
Kohler
Daikin
Briggs & Stratton
American Standard
Cummins
Fujitsu
Other
Are you a Salesperson or Manager/Owner?
*
Please Select
Salesperson
Manager/Owner
Appointment Setting Questions
How many appointments do you average a month?
Please Select
1-10
11-20
21-30
31-40
41+
Do you schedule your own appointments, have a support team, or SDR(Sales Development Representative)?
Please Select
Schedule my own
Support Team
SDR (Sales Development Representative)
Do they have a qualification script with approved questions?
Yes
No
Are these calls recorded or reviewed with you?
Yes
No
How many no show appointments do you have a month?
Please Select
0-2
3-5
6-10
11+
On-site Consultation Questions
Could you describe your basic sales process(From door knock to close) in as few words as possible?
Did you create this process yourself or did someone at the company teach you?
Please Select
Created myself
Taught by someone else
How do you currently present quotes to the customer?
Please Select
At the Table (In Person)
I'll Email a quote and call them on the phone to follow up
I'll Schedule an appointment before I leave to go over the quote and talk next steps
Which of these objections are the three most common you hear from customers?
Too expensive
Need to think about it
Don't need it right now(Bad timing)
Need to consult with others(Partner, Spouse, Parent)
Shopping around for options
Had a bad experience before
Just don't see the value
Moving soon
Other
What is your current closing percentage?
Please Select
0-10%
11-30%(National Average)
31-40%
41-50%
51-70%
71%+
Where do you want your closing percentage to be?
Please Select
11-30%(National Average)
31-40%
41-50%
51-70%
71%+
Have you done any sales training over the last 12 months?
Please Select
Yes
No
What, if anything, can you currently identify in your sales process that you can improve?
Staff and Appointment Setting Questions
How many Sales Reps do you have?
Please Select
1
2-3
4-5
6-10
11+
How many appointments do they each average a month?
Please Select
1-10
11-20
21-30
31-40
41+
Do they schedule their own appointments, have a support team, or SDR(Sales Development Representative)?
Please Select
Schedule their own
Support Team
SDR(Sales Development Representative)
Do they have a qualification script with approved questions?
Yes
No
Are these calls recorded and reviewed with you?
Yes
No
How many no show appointments do you have a month?
Please Select
0-2
3-5
6-10
11+
Sales Process Questions
Could you describe your sales cycle in as few words as possible?
Which lead generation strategy brings in the majority of your leads?
Please Select
SEO Website
Word of Mouth
Direct Mail Campaigns
Email Marketing
Participation in Local Events
Social Media
Paid Per Click Advertising
How many leads do you generate in an average month?
Please Select
1-10
11-25
26-50
51-100
101-250
251-500
501+
How do you track and measure the performance of your sales team?
Please Select
We don't we're working on it
We use basic excel house made systems
We use a CRM but with limited success
What is the top challenge your sales team faces when selling
What elevates your sales team above your direct rivals, that allows them to win deals in competitive quoting situations?
Does your organization invest in training, development, and sales skillset improvement?
Please Select
Yes
No
What tools or techniques do you use to support your sales process?
If there is one thing you could change or add to improve your sales process, what would that be?
Completed SPA
Yes
Submit
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