Company & Context
Company
Industry
Team Size (Sales/RevOps)
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1–3 4–10 11–25
26–50 51–100 100+
Primary Market/Region
Core Toolstack
Average Deal Size (ZAR/USD)
Tooling & Workflow
CRM Data Health
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Poor — incomplete & outdated
Inconsistent — some gaps
Good — mostly accurate
Excellent — accurate & enforced
Automation Use (saves time)
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Minimal Some Moderate High
Where does work slow or stall?
Handoffs & Accountability
Key Handoffs (who to who)
Handoff Clarity
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Unclear Inconsistent Mostly clear Clear SLAs & feedback loop
Ownership & Accountability
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Weak — blurred or missing
Partial — varies by team
Strong — defined & measured
Very strong — documented & enforced
Common SLA Breaches
Cadence & Communication
Meeting Rhythm
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Ad-hoc Weekly Bi-weekly Monthly
Cadence Quality
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Ineffective Somewhat useful Productive Highly productive & action-oriented
Communication Gaps (where info gets lost)
Metrics & Review Loops
KPI Clarity
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Unclear Somewhat clear Clear Clear & owned by roles
Forecast Accuracy
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< ±25% ±20% ±10–15% Consistently accurate
Review Loops (what’s reviewed, how often)
Bottlenecks & Goals
Top 3 Friction Points
Quick Wins (0–30 days)
Target Timeframe for Results
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0–30 days 30–60 days 60–90 days 90+ days
Contact
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