Sales Capability Assessment · how it works
From buying it to coaching from it.
The self-serve Sales Capability Assessment, step by step: get started, set it up in about 10 minutes, invite your team, read the results, coach from them, and re-test in 90 days.
Six steps
What happens, and when.
Every step links to the same screen in the live demo, with a fictional team.
BUY
Buy online
US$49 a person (or the same in C$ at the day's exchange rate in Canada), with a minimum of 3 people. Pay by card; the receipt and an invoice come by email. You become the assessment admin.
SET UP
Set it up in about 10 minutes
Name the assessment, set the dates it is open, and add the people taking part with their role and manager, or paste them from a spreadsheet.
INVITE
Invite your team
Opening the assessment emails each person their invitation. They sign in with a one-time code, with nothing to install, and sit a simulated day written for their role: inside sales, field sales and account executives, or sales manager.
RESULTS
Read the results
When you release the results, each person gets their development profile, managers see their team, and leaders see the whole picture. You decide what each group sees before anyone starts.
A development profile · Results by person · Executive summary
COACH
Coach from the results
Included with every assessment, the coaching kit turns results into a plan: for each person, three focus skills with practice drills and a 30, 60 and 90-day plan, which they see beside their profile; for each manager, a one-to-one guide; for the team, the skills to work on together.
One person’s coaching kit · The team’s coaching kit · About the coaching kit
RE-TEST
Re-test in 90 days
Run the same assessment again with the same team and see what moved, skill by skill and person by person. Past buyers get the re-test at 50% off.
Start where you like