Sales Growth Plan Questionnaire

One of our catchphrases at Impact Training is, “If you and your team don’t know what you need to be doing in the very next 15 minutes, then the single most important action to take is to seek clarity.” The overarching purpose of the Sales Growth Planning Deep Dive is to assist you in gaining even more clarity about your business.

To gain as much as possible for the SGP Deep Dive, we have a short questionnaire to complete. This questionnaire is designed to accomplish 2 things:

1) Identify what’s working, what isn’t and any blind spots (we all have them) and give you even more clarity, focus and direction.

2) Help us determine if there is a good fit between you and Impact Trainings coaching, implementation and support services.

The questionnaire includes general questions about your goals and leadership style as well as more specific questions relating to your sales process, tools, KPIs as well as you sales and business targets. It is important for you to be as open and accurate as you can.

First Name

Last Name

Email

What’s the number 1 sales and communication outcome you want us to help you achieve?

What type of business are your in?

How long have you been in business?

Is there any one other than yourself involved in the decision making for your business?

Please enter their name below and ensure they are present for the SGP Deep Dive

We believe your business should be a vehicle to give you a remarkable life! That means you’re creating the returns you deserve, have the time to do what you want to do when you want to do it and you’re able to make an even bigger Impact to yourself, family and the greater community.

With this in mind, where do you want your business to be in 2 years time in the below categories?

Annual revenue in 2 years as a $

Annual net profit in 2 years as a %

Numbers of members / clients?

Size of your team to achieve the above goals?

How many hours per week do you want to work in the business?

How many weeks of leave do you want per year?

What do you want the business to give you personally?

House / Cars / Toys / Education you would like to buy?

Holidays you would like to go on and how long?

Impact e.g. donate to charity, move, debt free etc?

How much cash do you want in your bank account to always sleep well at night?

Knowing where you want to take your sales numbers and business in the next 2 years will help us to navigate your business to achieve those targets.

For us to help you close the gap from where you are, to where you want to be, we need to look into the past 12 months with the following questions.

** If your business is highly seasonal, please provide your average for the past 12 months **

What was your revenue over the past 12 months?

What was your profit over the past 12 months?

What is your current monthly / DD revenue?

What is your current monthly profit?

How many hours per week do you work?

How many weeks of leave / holiday did you take over the past 12 months?

How do you feel about this?

Do you and your team know your sale budgets and targets?

Do you record your KPI’s (Key Performance Indicators)?

How do you generate leads for your business?

What are the biggest frustrations you have with your sales and business?

If you sold your business now would receive what you want?

Your most valuable asset is your team. Empowering your team with updated tools, combined with sales communication skills, will increase your sales and, more importantly, your team retention.

You’ll never grow your clients/members or increase cash flow and profits unless you consistently update and codify your sales and have your team skilled and excited to crush sales and growth targets.

Number of current full time team members (count)?

Number of current team part time / casual size (count)

How many do sales?

What team challenges are you currently facing?

If you could make any changes to your team, what would they be and why?

If there are three sales activities, skills or outcomes you could improve in the next 90 days, what would it be and why?

What would it mean to you and your business if we could increase lead conversion and grow your membership?

What prior sales training, courses, mentoring, support, and personal development have you previously completed?

What kind of solution are you looking for?

Any additional information you’d like to discuss?

Pre Sales Growth Plan Questions

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Steve Jensen