Sales & marketing assessment

1. Brief service summary

Understand how your offering, marketing actions and sales operations contribute to business development. The assessment helps identify breakdown points and missing information before selecting a strategy or corrective actions.

2. Your needs

Sales results are changing without a sufficiently shared explanation. Incoming enquiries, prospecting, proposals and sales are monitored separately, while some actions consume resources without visibility of their contribution.

You wish to establish an overview distinguishing documented findings from impressions before changing the offering, channels or organisation.

3. Objectives of the engagement

The engagement aims to examine consistency between target customers, stated positioning and development practices. It helps identify vulnerable stages in the sales journey and matters for further examination.

The objective is to prepare work priorities without turning a finding at a particular moment into a general conclusion about the entire activity.

4. Indicative scope

The work may cover the offering portfolio, segments, channels, opportunity qualification and conversion monitoring. Available data is considered alongside practices described by teams.

The review may include materials and a sample of authorised files. Limitations of historical records, definitions and indicators are made explicit. In-depth market research or strategy development remains separate work.

5. Possible delivery arrangements

Document review, interviews and findings workshops help connect marketing and sales perspectives. Customer information used is limited to the agreed need; no external contact is made without a mandate.

6. Possible deliverables

Deliverables may include a sales journey map, breakdown-point analysis, an overview of indicators and a list of improvement priorities.

7. Conditions and limitations

No sales gain or acquisition cost is guaranteed. The assessment is not an individual evaluation of sales staff. Analysis depends on data reliability. Service 05.02 defines the strategy; campaign execution and tool changes require separate scoping.