FREE ASSESSMENT · 20 MINUTES · INSTANT SCORECARD
Most revenue teams know something is off — leads are stalling, outreach feels stale, the tech stack is bloated, and nobody's quite sure where AI fits in. The Sales & Marketing Health Check tells you exactly where you stand in 20 minutes.
6 dimensions assessed · Personalized report card · Benchmarked against peers · No sales call required to see your score
Start my Health Check →Every revenue team we talk to has a hypothesis about why growth has slowed. Marketing thinks sales isn't following up. Sales thinks the leads are weak. Leadership thinks the message is off. The CRM thinks everyone is wrong.
The Health Check cuts through the finger-pointing. It's a structured 20-minute self-assessment across the six areas that actually move the revenue number — and it gives you a single, honest scorecard you can use to decide what to fix first.
The Deliverable
One number that tells you whether your engine is healthy, leaking, or in the red. Easy to share with your leadership team.
Letter grade (A–F) on each of the six areas assessed, so you know which lever to pull first instead of trying to fix everything at once.
The two or three highest-leverage moves for your score profile — not a generic checklist. Read it in five minutes, act on it the same week.
Six Dimensions
Each dimension follows the same pattern: what we look at, why it matters, and what “healthy” looks like in practice.
Are deals moving through your pipeline at a healthy rate, or piling up at the same stage every quarter?
Sales health is the most visible part of the engine, but it's also the most over-diagnosed. A weak number is usually a downstream symptom — of bad-fit leads, an unclear value prop, or a process that hasn't been written down. We look at the structural fundamentals before assuming a rep problem.
What healthy looks like
Is marketing building demand and pipeline, or just generating activity?
Marketing health isn't measured in MQLs anymore. It's measured in pipeline contribution, payback period, and the share of revenue that started with a marketing-sourced touch. We assess whether your marketing is wired into the revenue number, or running in a parallel universe.
What healthy looks like
Can a stranger read your homepage and know — in 10 seconds — who you help, what you do, and why it matters?
This is where most engines fail before sales or marketing even gets a chance. A muddy value prop makes every downstream activity more expensive: ads cost more, reps work harder, and deals stall on “we need to think about it.” We assess clarity, specificity, and differentiation.
What healthy looks like
Is your outbound and follow-up motion landing — or is it being deleted before it's read?
Outreach is the dimension that has changed most in the last 24 months. Reply rates that worked in 2023 are now a third of what they were. We look at signal quality, personalization depth, channel sequencing, and whether your team is still relying on volume to make up for relevance.
What healthy looks like
Is your tech stack making the team faster, or is it a graveyard of unused logins?
The average revenue team uses 12+ tools. Most use less than half of what they pay for. We assess whether your stack is integrated, adopted, and producing the data you actually need to make decisions — or whether it's quietly costing six figures a year for redundant capability.
What healthy looks like
Is AI quietly making your team 2× more productive, or is it a side experiment nobody trusts?
AI is no longer optional in B2B sales and marketing — but most teams are still in the “playing with ChatGPT” phase rather than rebuilding workflows around it. We assess where AI is embedded in your day-to-day, where it's being avoided, and where the highest-leverage opportunities remain.
What healthy looks like
The Process
About 20 minutes. Structured questions across the six dimensions. Honest answers = useful score. There are no trick questions.
Receive your Health Score and per-dimension grades by email. No sales call required to see your results.
Use the prioritized recommendations to decide what to fix first. Many teams use the report as the agenda for their next leadership offsite.
The Health Check is built for revenue leaders running B2B sales and marketing teams of roughly 5–250 people. It's most useful for:
If your team is fewer than five people, the Health Check will still produce a score — but the recommendations will skew toward foundational moves rather than optimization.
The framework comes from work with hundreds of revenue teams — not a textbook or a webinar series. Every question maps to a problem we've watched cost a real company a real number.
Your score is calibrated against the responses of peer companies in the same size band, so a “B” actually means something.
You get the full scorecard the moment you finish — no gated PDF, no scheduled call, no “we'll be in touch.”
FAQ
About 20 minutes if you answer thoughtfully. You can pause and resume — your progress is saved.
No. Anyone close enough to the revenue engine to answer honestly will get a useful result. That said, the most valuable version is one where the leadership team takes it together and compares answers.
Only if you ask for one. The scorecard is delivered automatically. We may follow up to see if the report was useful, but there is no requirement to talk to anyone to get your results.
No. Individual responses are confidential. We use anonymized, aggregated data to maintain the peer benchmarks — that's it.
Most teams score in the C/B range on first attempt. A low score isn't an indictment — it's a map. The whole point of the report is to tell you where to start.
Yes — and we recommend it. Compare answers across sales, marketing, and leadership. The disagreements are usually where the real problems live.
Twenty minutes from now, you can have an honest, benchmarked read on your sales and marketing engine — and a short list of the highest-leverage things to fix. The form is right there. Start whenever you're ready.
Start my Health Check →Use the form on the right.
20 minutes · 6 dimensions · Instant scorecard
We'll never share your responses. Your score is delivered to your inbox the moment you finish.
Need to talk to someone first? Book a call.