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Take the Sales Review

How often do you review how you’re making your sales? Perhaps you feel you don’t need to because sales are good right now? But do remember the best  performing salespeople and organisations make sure they know how well they’re doing and keep looking for ways to improve. Are you a forward thinking and ambitious business with goals to reach and places to go – if so answer the following questions ready for when we talk about building on your sales success……

Answer each question as best as you can – write down what immediately comes to mind right now. Part of developing your sales capabilities & skills will be to reflect on your answers as times goes by so you can monitor your progress and make the necessary progress.


On a scale between 0 to 10 – with 0 being no sales and 10 making all the sales you want; where is your business right now?

On that same scale where do you want your level of sales to be?

Describe YOU in one sentence.

What are your 3 most important business objectives?

What are your 3 most important personal objectives?

How did you develop your current sales plan?

Why should people buy from you especially?

List as many reasons how you genuinely add value or serve & protect your clients interests.

Describe your competition and other businesses that provide what you do elsewhere in the UK / World.

Describe the various ways you generate leads and enquiries. How many do you generate?

Have you analysed your client base to see if there are any more opportunities to help each of them?

Describe any active methods you have for generating client referrals

How do you manage sales enquiries and order tracking – how do you know this system is effective?

How do you follow up on sales opportunities?

Outline some of your prices you charge for what you sell.
Small price purchase =
Medium price purchase =
High price purchase =

What level of profit do you typically make on these sales?
Small price margin =
Medium price margin =
High price margin =

Is your business as profitable as you would like it to be? You may wish to sell more of a particular service / product to a particular type of client to help maximise your profits. If this could be the case please outline your thoughts.

What percentage of your profits or initial working capital have you allocated to winning more sales?

How urgent is it you develop your business?

If your business fails what is your contingency plan?

How do you know when you’re succeeding / failing?

Describe your business exit strategy

Describe your current sales process and critique it on one sheet of A4 – allocate at least one hour of time to do this – working things through in your mind will highlight many strengths and weaknesses

How do you decide if your current results are good enough?

And if they’re not…. what’s next ?

How soon do you want to see improvements and better results?

If you were making all the sales and profits you wanted what would be different about your life?

Once you’ve answered these questions and have a real opinion about your answers please feel free to get in touch for an informal chat about how Momentum might be able to help

Contact us for further information or call 01603 440577 / 07747 031060

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