Sales Strategy Self-assessment Form
Use this form to evaluate your current sales strategy, identify strengths and gaps, and prioritize improvements. The title must remain exactly "Sales Strategy Self-assessment Form" everywhere it appears.
Assessment Overview
Respondent Name
*
First Name
Last Name
Company or Team Name
*
Primary Sales Role or Function
*
Please Select
Founder
Sales Manager
Account Executive
SDR/BDR
Marketing
Other
Current Market or Customer Segment Focus
Operating Practices and Priorities
Primary sales channels used
*
Email outreach
Phone calls
Social selling
Referrals
Inbound leads
Partnerships
Events
Other
Current biggest sales challenge
*
Generating qualified leads
Converting opportunities
Long sales cycles
Pricing and objections
Reaching decision-makers
Retention and repeat business
Forecast accuracy
Other
Top priority for improvement over the next 90 days
*
Lead generation
Conversion rate
Sales follow-up consistency
Pipeline management
Sales messaging
Customer retention
Forecasting
Other
Metrics and Success Review
Sales KPI review
Success review notes
Submit
Should be Empty: