Sales Surgery Pre-Surgery Checklist Sales Surgery Pre-Surgery Checklist This short checklist helps me prepare properly for our conversation. It takes around 7 minutes to complete. There’s no obligation, and not every submission will result in a call. If I believe I can help, I’ll contact you personally to schedule the Sales Surgery. If it’s not a fit, I’ll tell you straight. Q1. Which best describes your role? *SelectBusiness OwnerFounderManaging DirectorSales LeaderOtherQ2. What best describes the size of your business? *SelectSolo / Micro2–10 people11–50 people51–150 people150+ peopleQ3. Which statement best reflects your current responsibility? *SelectI’m responsible for revenue growthI manage a sales teamI do bothOtherQ4. How would you describe your current sales performance? *SelectPredictable and improvingInconsistent month to monthFlat or decliningI’m not fully sureQ5. Where does most of your new business currently come from? *SelectInbound / referralsOutbound salesA mix of bothIt depends on individualsNot clearQ6. Which of the following feel familiar right now? *Deals stall late in the processConversations feel positive but don’t convertSalespeople do things their own wayFollow-up is inconsistentThere’s no clear sales structurePerformance is hard to scaleNone of the aboveQ7. Do you currently use a defined sales framework or system? *SelectYes, consistentlyYes, but inconsistentlyInformal / individual stylesNo defined systemQ8. How confident are you in how your team communicates value? *Scale 1–5 (1=Guessing | 5=Clear and Consistent )Q9. Where do conversations most often lose momentum? *SelectOpeningMid-conversationClosing / next stepsAfter the meetingNot sureQ10. Which best describes your team’s communication style? *SelectFriendly but passiveKnowledgeable but too technicalConfident but inconsistentClear and structuredI’m not sureQ11. How important is solving this right now? *SelectCriticalImportantUsefulJust exploringQ12. If a clear solution made sense, how quickly could you act? *SelectImmediatelyWithin 30 daysWithin 60–90 daysUnsureQ13. In one or two sentences, what would “better” look like for your business over the next 6 months? *Q14. What do you believe is currently holding your sales performance back most? *Q15. Why is now the right time to address this? *Business name *WebsiteEmail Address *Mobile number *Confirmation *I understand this is a qualification step and that not every submission will result in a Sales Surgery call.SubmitSave as DraftPlease do not fill in this field.
