Discovery call checklist
Checklist for sales coaches
For sales coaches and trainers who want salespeople and founders who sell on their list.
Scorecard
How healthy is your sales pipeline?
How to use this scorecard
Share it with founders whose numbers swing from month to month. Their answers show what to fix first, which gives you a useful first conversation.
What is inside
Score your pipeline
Why each question mattersLeads needed
Fix these firstAdd a next step: To every open deal.
Worth doing this monthWork out your close rate. Proposals and wins over three months.
Your four week planScore your pipeline and add a next step to every deal.
Three title ideas for your own version
How healthy is your sales pipeline
The sales pipeline scorecard
Score your pipeline in two minutes
Where to promote it
LinkedIn postsfounder and sales communitiesyour newslettera link in your email signature
What goes in a sales pipeline scorecard?
Ten quick questions on leads, next steps, budget, follow up and reviews, a score out of twenty, what the score means, the quickest fix for each point and a four week plan.
Make this scorecard your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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Pick one, change the words, publish.
Free to start. No credit card.