Lead Generation, Sales Excellence and Customer Communication Proficiency Self-Assessment

Use this form as a personal reflection on your personal or business proficiency in customer communication, lead generation and sales excellence. As a personal reflection, be prepared that this form may take 20 - 30 minutes to complete.

We'll collate your results and provide you with a written record of your submission.

First name

Last name

Email

Phone

Business Name

Industry

Goals and objectives

What is the current situation regarding sales and lead generation in your business?

What specific skills or knowledge do you hope to gain in customer communication, sales and lead generation?

Challenges

What is the most significant challenge in your lead generation efforts?

What is the most significant challenge you are facing in communicating clearly with customers about your offering or business?

What is the most significant challenge you face in achieving sales excellence?

What would be the ideal outcome in relation to your current challenges?

Provide any additional information about other challenges or ideal outcomes here:

Current Skill Assessment

How strong is your understanding of lead generation?

Poor

Fair

Good

Excellent

How do you rate your current ability to generate leads in your business?

Poor

Fair

Good

Excellent

Provide specific examples of lead generation strategies you currently use:

Are there other lead generation strategies you're aware of?

How well defined is 'sales excellence' in your business?

Poor

Fair

Good

Excellent

To what extent would your entire team understand what you define to be sales excellence?

Poor

Fair

Good

Excellent

What sales best practices are you aware of?

Let us know how you currently define sales excellence:

How would you rate your knowledge of the products and services offered in your business?

Poor

Fair

Good

Excellent

How well do you understand your target market?

Poor

Fair

Good

Excellent

What key gaps in your market knowledge do you need to address?

Select the option that best describes your ability to discuss products and services with customers

Other

Which parts of your business are you most comfortable discussing?

Rate your customer interaction skills

Poor

Fair

Good

Excellent

What do you find most challenging in customer interactions?

Rate your proficiency with lead generation or sales tools and technologies

Poor

Fair

Good

Excellent

List any lead generation or sales tools and technologies you currently use:

Rate how motivated and engaged you feel in your role as an entrepreneur or salesperson?

Poor

Fair

Good

Excellent

What factors most influence your motivation and engagement?

Areas for Improvement

Which specific areas would you like to improve the most?

What aspects of lead generation, sales excellence and customer communication are you most interested in learning about?

Measurement

How will you or do you currently measure success in lead generation?

How will you or do you measure sales excellence?

How will you or do you know if you're getting customer communication right?

Set a SMART (Specific, Measurable, Achievable, Realistic, Timely) goal for your learning in customer communications, sales excellence and lead generation:

Personal Development Expectations

What do you most hope to learn about customer communication, lead generation or sales excellence?

Do you have any dealbreakers? For example, things that must be in place in order to ensure your business survival; critical challenges; or immovable deadlines.

Outline any additional goals or expectations for your personal development:

Following submission, please continue to the SWOT Self-Assessment

Lead Generation, Sales Excellence and Customer Communication Proficiency Self-Assessment

Agencia Change Intro

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