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Free assessment

What level is your company's prospecting at?

18 quick questions, one at a time, about your team, your process and your tools. At the end, you get the level from 1 to 5, the score of each dimension and what to do first. Takes 3 to 5 minutes.

The result tells you which process maturity level your prospecting is at

  1. 1Intuitive
  2. 2Reactive
  3. 3Structured
  4. 4Managed
  5. 5Intelligence-driven

What the assessment measures

  1. Team structurewho prospects and who manages
  2. ICP and choice of target companiesideal profile and monthly list
  3. Marketing intelligence for prospectingwhat marketing delivers, ready lead, ABM
  4. Research before contactwhat is known before contact
  5. Process and cadencecadence, channels and message
  6. Tools and dataCRM and databases
  7. Sales methodologyqualification and script
  8. Management and metricstargets and conversion
What kind of sale do you make?
From first contact to contract, how long does it take?
Who makes first contact with new companies?
Who manages the sales team?
Do you have an ICP, an ideal customer profile?
How do you choose the companies to approach each month?
What does marketing deliver to the people who prospect?
Have marketing and sales agreed on what a ready lead is?
What does the team know about the company before first contact?
How long does it take to prepare a company with all of that?
Is there a defined prospecting cadence?
How personalized is the message?
How do you use the CRM?
Which prospecting tools do you use?
Do you use a qualification method?
How does the team prepare the first meeting?
Is there a prospecting target, beyond the sales target?
Do you know the conversion rate of each stage?
0out of 100

Assessment result

Level

  • Team structure
  • ICP and choice of target companies
  • Marketing intelligence for prospecting
  • Research before contact
  • Process and cadence
  • Tools and data
  • Sales methodology
  • Management and metrics

Strengths

    Where you can get to

    Get the 3 gaps and the path to the next level

    Confirm your email to see the 3 gaps and receive the report.

    What the assessment is for

    It shows where your company's prospecting stands: who prospects, how the team chooses target companies, what is known about them before first contact, which tools and which method support the work and how management follows the numbers.

    Use the result to talk with your team and choose where to start. It does not compare your company with others, it only measures your operation against a fixed scale.

    The five levels

    1. 1. IntuitiveEach person prospects their own way, and the result depends on who is on the team.
    2. 2. ReactiveThere are tools and effort, but no process: prospecting happens when there is time left.
    3. 3. StructuredThere is a process and a cadence, but the approach is still similar for different companies.
    4. 4. ManagedThe process is measured, with targets and routines, and the team knows where it loses opportunities.
    5. 5. Intelligence-drivenEvery approach starts from research on the target company, uses the current trigger and reaches the decision maker.

    How the score is calculated

    Each answer is worth 0 to 4 points, and each dimension gets a score from 0 to 100. The weight of each dimension depends on the kind of sale: in a transactional sale, cadence and tools weigh more; in consultative and complex sales, research, ICP and method weigh more.

    The dimension that weighs most in your kind of sale caps the level: if it comes out below 40, the overall level does not go above 3. The priority gaps are the dimensions where the room to improve, multiplied by the weight, is largest.

    The same answers always produce the same score.

    Generate the lead, create the demand and fill your pipeline from your portfolio

    See, in about 1:30, how the GoSeek Platform can raise the maturity of your prospecting processes and your sales team. The video is narrated in Portuguese.Book a demo