What does this diagnostic measure?
It records your assessment of five commercial-process dimensions. The answers and resulting planning score have not been independently verified.
A self-reported planning assessment
Assess how clearly your organisation defines customers, evaluates accounts, manages outreach, maintains its pipeline and measures commercial outcomes. The result reflects your answers and helps frame a scoped discussion.
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Each confirmed answer scores 0, 1 or 2 points. Ten confirmed answers give a maximum of 20 points, multiplied by 5 for a score out of 100. Planning bands are 0 to 39, 40 to 69 and 70 to 100. Not sure is treated as unknown, and the overall score is withheld. This illustrative rubric is not a validated benchmark or revenue forecast.
It records your assessment of five commercial-process dimensions. The answers and resulting planning score have not been independently verified.
The summary lists the questions requiring confirmation and withholds the overall score.
Download or copy the summary, check it against your records and use it to define priorities and a possible engagement scope.
Services, responsibilities and fees are agreed in writing. Specialist work and any regulated activities require appropriately appointed providers within their permitted scope.
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