B2B Sales Readiness Check
Assess how ready a B2B company is to invest in sales tools, CRM, or enablement. Routes mature teams to a demo, early-stage to education.
9 Questions
pre-built and weighted
4 min to complete
average completion time
HOT / WARM / COLD
routing included
1.2k times used
by Ryan O'Brien
What your leads will answer
How many people are in your sales team?
Team size determines tool complexity needed
Do you currently use a CRM?
Existing tool adoption signals process maturity
What is your biggest sales challenge right now?
Pain specificity predicts buying intent
+ 6 more questions included in the full template.
How scoring works
Process maturity (35%), team size/structure (30%), and current pain (35%). Above 65 = HOT for sales tools.
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