Team Sales Effectiveness Survey - Leader Question Title * First Name OK Question Title * Last Name OK Question Title * Email OK Question Title * Company OK Question Title * Title OK Question Title * Please Rate your TEAM based on level of importance and competency. Importance (1 low – 5 high) Competency (1 low – 5 high) Goal Setting 1 (low) 2 3 4 5 (high) Goal Setting Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Goal Setting Competency (1 low – 5 high) menu Creating a weekly behavior plan 1 (low) 2 3 4 5 (high) Creating a weekly behavior plan Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Creating a weekly behavior plan Competency (1 low – 5 high) menu Creating a territory plan that strategically aligns the goals to activities. 1 (low) 2 3 4 5 (high) Creating a territory plan that strategically aligns the goals to activities. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Creating a territory plan that strategically aligns the goals to activities. Competency (1 low – 5 high) menu Creating a proactive prospecting strategy that results in new meetings. 1 (low) 2 3 4 5 (high) Creating a proactive prospecting strategy that results in new meetings. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Creating a proactive prospecting strategy that results in new meetings. Competency (1 low – 5 high) menu Discipline to follow a prospecting plan and execute their “top 3 money makings behaviors.” 1 (low) 2 3 4 5 (high) Discipline to follow a prospecting plan and execute their “top 3 money makings behaviors.” Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Discipline to follow a prospecting plan and execute their “top 3 money makings behaviors.” Competency (1 low – 5 high) menu Having a supportive mindset around prospecting, lack of head trash. 1 (low) 2 3 4 5 (high) Having a supportive mindset around prospecting, lack of head trash. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Having a supportive mindset around prospecting, lack of head trash. Competency (1 low – 5 high) menu Can deliver your company’s “30 second commercial” or “value pitch” with ease. 1 (low) 2 3 4 5 (high) Can deliver your company’s “30 second commercial” or “value pitch” with ease. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Can deliver your company’s “30 second commercial” or “value pitch” with ease. Competency (1 low – 5 high) menu Asking for referrals. 1 (low) 2 3 4 5 (high) Asking for referrals. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Asking for referrals. Competency (1 low – 5 high) menu Creating equal business stature with your clients and prospects. 1 (low) 2 3 4 5 (high) Creating equal business stature with your clients and prospects. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Creating equal business stature with your clients and prospects. Competency (1 low – 5 high) menu Gaining access to the ultimate decision makers. 1 (low) 2 3 4 5 (high) Gaining access to the ultimate decision makers. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Gaining access to the ultimate decision makers. Competency (1 low – 5 high) menu Going deeper and wider in accounts. 1 (low) 2 3 4 5 (high) Going deeper and wider in accounts. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Going deeper and wider in accounts. Competency (1 low – 5 high) menu Managing the sales process from step to step and staying out of “chase” or “follow up” mode. 1 (low) 2 3 4 5 (high) Managing the sales process from step to step and staying out of “chase” or “follow up” mode. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Managing the sales process from step to step and staying out of “chase” or “follow up” mode. Competency (1 low – 5 high) menu Sticking to the 70/30 rule (listen 70%) during the discovery phase. 1 (low) 2 3 4 5 (high) Sticking to the 70/30 rule (listen 70%) during the discovery phase. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Sticking to the 70/30 rule (listen 70%) during the discovery phase. Competency (1 low – 5 high) menu Running a client / prospect meeting effectively to avoid mutual mystification. 1 (low) 2 3 4 5 (high) Running a client / prospect meeting effectively to avoid mutual mystification. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Running a client / prospect meeting effectively to avoid mutual mystification. Competency (1 low – 5 high) menu Getting the truth around the client pain and it’s impact on their business. 1 (low) 2 3 4 5 (high) Getting the truth around the client pain and it’s impact on their business. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Getting the truth around the client pain and it’s impact on their business. Competency (1 low – 5 high) menu Uncovering the truth about how organizations make decisions. 1 (low) 2 3 4 5 (high) Uncovering the truth about how organizations make decisions. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Uncovering the truth about how organizations make decisions. Competency (1 low – 5 high) menu Uncovering the truth around the budget / investment process. 1 (low) 2 3 4 5 (high) Uncovering the truth around the budget / investment process. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Uncovering the truth around the budget / investment process. Competency (1 low – 5 high) menu Presenting with precision and impact. 1 (low) 2 3 4 5 (high) Presenting with precision and impact. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Presenting with precision and impact. Competency (1 low – 5 high) menu Asking for the business. 1 (low) 2 3 4 5 (high) Asking for the business. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Asking for the business. Competency (1 low – 5 high) menu Creating the mindset that quick “no” is better than a long “think it over.” 1 (low) 2 3 4 5 (high) Creating the mindset that quick “no” is better than a long “think it over.” Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Creating the mindset that quick “no” is better than a long “think it over.” Competency (1 low – 5 high) menu Forecasting the opportunity accurately. 1 (low) 2 3 4 5 (high) Forecasting the opportunity accurately. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Forecasting the opportunity accurately. Competency (1 low – 5 high) menu Leveraging LinkedIn and the “social selling” concept to grow. 1 (low) 2 3 4 5 (high) Leveraging LinkedIn and the “social selling” concept to grow. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Leveraging LinkedIn and the “social selling” concept to grow. Competency (1 low – 5 high) menu Expanding comfort zones. 1 (low) 2 3 4 5 (high) Expanding comfort zones. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Expanding comfort zones. Competency (1 low – 5 high) menu Prioritizing activities based on importance, not comfort (Conquering creative avoidance). 1 (low) 2 3 4 5 (high) Prioritizing activities based on importance, not comfort (Conquering creative avoidance). Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Prioritizing activities based on importance, not comfort (Conquering creative avoidance). Competency (1 low – 5 high) menu Dealing with conflict / difficult client situations. 1 (low) 2 3 4 5 (high) Dealing with conflict / difficult client situations. Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Dealing with conflict / difficult client situations. Competency (1 low – 5 high) menu Your team understands their personal vision / personal “why.” 1 (low) 2 3 4 5 (high) Your team understands their personal vision / personal “why.” Importance (1 low – 5 high) menu 1 (low) 2 3 4 5 (high) Your team understands their personal vision / personal “why.” Competency (1 low – 5 high) menu OK DONE