Skill & Confidence Diagnostic — Client Intake Form
Complete this form before your initial Metric Deep Dive call so we can hit the ground running. The more complete this is, the sharper your final diagnostic report will be.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Company & Product Overview
Company name
*
What are you selling?
*
Typical price point / deal size
*
Typical sales cycle length
*
How are sales conducted?
*
Phone
Zoom/video
In-person
Mix
Ideal Customer Profile (ICP)
Who is the buyer?
*
Consumer
Business owner
Department head
Other
Decision-making structure
*
Single decision-maker
Multiple stakeholders
What is the buyer's most common objection or hesitation?
Competitive Landscape
Who do you most often lose deals to?
*
When you lose, what is the most common reason given?
*
What do reps say separates you from competitors when they win?
*
Current Team Metrics
Overall team close/conversion rate
*
Highest vs lowest performer close rate range
*
Average quota attainment team-wide
*
Average call length
*
Average calls to close
*
Average ramp time to full productivity for new hires
*
Top Performer Identification
1–2 Highest Performers
*
Call Recordings or Shadowing Available?
*
Yes
No
What Makes Them Your Best Performers?
Logistics
Call Recording / Monitoring Platform
Sample Recorded Calls Access / History Availability
Point of Contact Name
*
First Name
Last Name
Point of Contact Email
*
example@example.com
Target Discovery Call Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
What sales methodology or framework, if any, are your reps trained on?
Sandler
Challenger
MEDDIC
SPIN
No formal methodology
Other
How do you currently measure adherence to that methodology, if at all?
Submit
Should be Empty: