Outbound Performance Score
Name
*
First Name
Last Name
Email
*
example@example.com
Company
*
What is your expected company revenue in 2025?
Less than $5 million
$5-15 million
$15-25 million
Greater than $25m
Do you use a CRM to manage leads and pipeline?
No CRM in place
Basic contact tracking only
Tracking pipeline and activities
Advanced dashboards, forecasting, automation
What best describes your use of outbound sales tools?
None
One tool (e.g. ZoomInfo or Outreach)
Two tools integrated
Full stack (data+sequencing+LinkedIn+enrichment)
How clearly defined is your sales process?
No defined stages
Roughly outlined but inconsistent
Documented, partially followed
Clearly defined and consistently followed
What best describes your collateral supporting your outbound sales motion?
None
Basic one-pager or deck
Several assets (case studies, ROI calculator, proposals)
Full enablement suite (industry specific collateral, automation)
How effective do you feel this collateral is in supporting your sales process?
We don’t have any
Needs improvement
Adequate for most situations
Strong, role and industry specifc
How is your outbound process currently staffed?
No dedicated outbound team
One to two reps or shared roles
Dedicated SDRs but limited process
Full SDR function with defined handoffs
What does your onboarding and training process look like?
No formal onboarding
Some onboarding but inconsistent
Defined but lacks metrics
Structured with performance tracking
Which metrics do you track regularly?
None
A few (meetings booked, deals closed)
Several (conversion rates, stage velocity)
Full metrics suite (pipeline coverage, forecast accuracy, ROI)
How confident are you in the accuracy of your pipeline and forecast data?
Not confident
Somewhat confident
Confident
Very confident
Final Question
What’s one area of your sales process you’d most like to improve right now?
Final Score
Sales Maturity Level
Submit
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