Sales Bottleneck Scorecard

This assessment evaluates how people move through your business from first impression to client retention.

You'll identify which stage is limiting growth and where improvement will have the greatest impact.

Rate each area based on how it currently operates in your business.

Not Established - No clear process exists.
Partially Defined - A process exists but relies on manual effort or inconsistency.
Functional - The process works reliably in most situations.
Optimized - The process is consistent, measurable, and continuously improved.

Where should we send your results?

You’ll receive a structured breakdown showing where your process is currently working and where it may be limiting you.

A clear message exists that explains who you help and how you help them.

Not Established

Partially Defined

Functional

Optimized

A process exists for building trust through proof, examples, or client results.

Not Established

Partially Defined

Functional

Optimized

Prospects can easily understand what working with you will look like before making a decision.

Not Established

Partially Defined

Functional

Optimized

A reliable follow-up process exists for people who express interest.

Not Established

Partially Defined

Functional

Optimized

New clients have a clear onboarding experience after deciding to work with you.

Not Established

Partially Defined

Functional

Optimized

There is a reliable way to identify where your best clients come from.

Not Established

Partially Defined

Functional

Optimized

Common concerns about price, trust, or results are addressed before serious conversations begin.

Not Established

Partially Defined

Functional

Optimized

The value of your service is clear enough that prospects can confidently compare it against alternatives.

Not Established

Partially Defined

Functional

Optimized

A system exists for tracking opportunities throughout the sales process.

Not Established

Partially Defined

Functional

Optimized

Services are delivered through a consistent process rather than being reinvented for each client.

Not Established

Partially Defined

Functional

Optimized

Your brand and messaging communicate a clear point of difference that sets you apart from similar options.

Not Established

Partially Defined

Functional

Optimized

Your approach and methodology are clearly communicated, not just the outcome.

Not Established

Partially Defined

Functional

Optimized

The value of your offer is communicated clearly enough to support your pricing.

Not Established

Partially Defined

Functional

Optimized

Every conversation ends with a clear next step and follow-through process.

Not Established

Partially Defined

Functional

Optimized

Clients receive proactive communication and updates throughout the engagement.

Not Established

Partially Defined

Functional

Optimized

Your content consistently attracts the type of clients you want to work with.

Not Established

Partially Defined

Functional

Optimized

There is a clear way to qualify opportunities and filter out poor-fit prospects.

Not Established

Partially Defined

Functional

Optimized

Sales conversations follow a structured process that guides people toward a decision.

Not Established

Partially Defined

Functional

Optimized

A process exists for staying in touch with prospects over time.

Not Established

Partially Defined

Functional

Optimized

A process exists for continuing the relationship beyond a one-time engagement.

Not Established

Partially Defined

Functional

Optimized

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The Sales Bottleneck Scorecard | 2026

Cly Mejaro | [email protected]