Small Business Sales Assessment Tool

Small Business Sales Assessment Tool

A Comprehensive Self-Audit for Improving Sales Strategy, Process, and Performance

Sales are the lifeblood of every business, but too many small business owners manage business development (BD) reactively, without a clear structure, rhythm, or strategy. Our Small Business Sales Assessment Tool is designed to change that. It’s a deep-dive, self-evaluation tool built to help leaders and teams understand how well their sales function is performing—and where real improvement opportunities exist.

Whether you’re leading a growing team, managing business development yourself, or building a repeatable system, this tool is the starting point for serious sales improvement.

Why This Tool Matters

Business development isn’t just about hustle—it’s about alignment, consistency, and data-driven action. Many businesses underperform not because their offer is weak, but because their revenue-generating process lacks structure, clarity, or follow-through.

This tool helps leaders:

• Assess the strength of their current business development strategy

• Evaluate how well-defined and followed the sales process is

• Identify how data, tools, and technology are being used (or underused)

• Analyze team skill levels, customer understanding, and post-sale engagement

• Uncover blind spots that are costing time, money, and momentum

It’s the kind of tool that sparks meaningful internal dialogue—and fuels smarter growth.

What’s Inside

The assessment covers all key components of a high-functioning BD operation, including:

• Sales Process & Cycle Management—Clarity, consistency, and conversion tracking

• Use of Technology & CRM Systems—Adoption, training, and effective usage

• Customer Understanding—Buyer personas, needs analysis, and feedback loops

• Data & Analytics—KPI tracking, data application, and decision-making

• BD Strategy—Tailored approaches, upselling, cross-selling, and forecasting

• Team Development—Identifying skill gaps, providing training, and managing performance

• Customer Retention & Post-Sale Engagement—Onboarding, loyalty programs, and feedback integration

Each section includes structured questions designed to prompt honest evaluation and practical next steps.