A private, structured moment to answer honest questions about your sales organization, without pressure, without judgment, and without anyone looking over your shoulder. Answer based on current reality, not where you would like to be.
A private, self-directed way to step back and honestly assess where your sales organization stands today, across five key areas. You'll receive personalized results based on your specific responses, followed by a personal follow-up from Chuck to hear how the experience landed and whether it sparked anything useful.
Your responses are scored as you go and sent only to Chuck when you finish, so he can follow up personally. No one else ever sees them.
How well your organization forecasts, monitors, and manages sales and margin performance by customer and segment.
How well your organization defines target customers, plans proactively, and prioritizes based on margin and strategic fit.
How effectively your organization leads, develops, and holds the sales team accountable with consistent coaching rhythms.
How well your organization maintains pipeline visibility, process discipline, and cross-functional operational readiness.
How well your organization aligns cross-functionally and uses data and tools to support consistent sales performance.
Category 4 above, Readiness & Control, is where pipeline discipline lives. If you'd rather start smaller, Pipeline Lite™ is a free Excel tool built around that one habit, honest, owned, dated opportunities, so you can try it on your own team before or after taking this assessment.
As a sales and business leader who has done the work at every level, from field sales to full P&L ownership to company turnarounds, I know how rare it is to get an honest, pressure-free moment to reflect on where things really stand. That's why I built this tool. It's not a test, and there are no wrong answers. It's simply a structured way to surface what you already know, but may not have had the space to think through.
I'll follow up personally in a couple of days, not to pitch anything, but to hear how the experience was and whether the insights were useful. If something surfaces that you'd like to think through further, I'm happy to be a resource.