SALES RESILIENCY MASTERMIND ASSESSMENT

Welcome! This assessment is designed to give Dave a clear picture of where you are now, what you're working toward, and how he can support you best inside the Sales Resiliency Mastermind.

Please answer honestly and as completely as you can. There are no right or wrong answers. Just your REAL starting point.

This is a very detailed assessment that will require you to think carefully about where you are and where you want to be in your business. You may even experience some breakthroughs while completing the assessment.

Note: Because it is a comprehensive assessment, you'll be able to start the assessment and come back to it.

Step 1 of 6

PERSONAL & BUSINESS DETAILS

Full Name(Required)

As you'd like it to appear inside the Mastermind.

First Last

Preferred Name (if different from above)

Name

Your Email Address(Required)

Enter Email Confirm Email

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your Cell Phone Number(Required)

Company Name(Required)

Your Company Website URL

Industry / Niche(Required)

For example: leadership coaching, SaaS, financial services, real estate, consulting, etc.

How long have you been in business?(Required)

How many people are currently on your team (including you)?(Required)

BUSINESS SNAPSHOT

In one or two sentences, describe what your business does and who you serve.(Required)

What do you currently sell? (Offers, programs, products, and services)(Required)

Who is your ideal client right now?(Required)

Average monthly revenue (your best estimate)(Required)

Average monthly profit (your best estimate)(Required)

What is your single biggest revenue stream today?(Required)

i.e., what brings in the most money to your business? For example: 1:1 consulting, retainer clients, group program, keynote speaking, SaaS subscriptions, etc.

What secondary revenue streams do you have (if any)?

Briefly describe your current sales process(Required)

For example: lead magnet -> discovery call -> proposal; or live events -> strategy call -> offer from stage, etc. Be brief

What tools/CRM are you using to track leads and sales (if any)?

What marketing and lead-generation channels are you actively using?(Required)

Referrals/word of mouth

Email marketing

Social media (organic)

Paid ads (Meta, Google, etc.)

Speaking / stages / podcasts

Webinars / workshops / events

Content (blog, YouTube, podcast)

Partnerships / affiliates / JVs

Other

Identify other marketing/lead-generation channels you're using here

What is your best guess at your current close rate (percentage of leads who become clients)?

Leadership, Systems & Support
SYSTEMS & OPERATIONS
What systems or processes do you currently rely on to run your business?
Where do you feel your business lacks structure or process?(Required)
What do you feel might be standing in the way of you achieving your sales goals?
Do you currently have a team?(Required)

No, it's just me

Yes, contractors

Yes, employees

Yes, a mix of contractors and employees
Where do you need the most support from your team or future hires?
Where do you personally spend most of your time in the business each week?(Required)
What tasks drain your energy or frequently fall through the cracks?(Required)

Motivation, Accountability & Benchmarking
Motivation & Coaching Style
Why did you decide to join the Sales Resiliency Mastermind Now?(Required)
What personal patterns do you want to break over the next 12 months?(Required)
What inspires you most about the work you do?(Required)
Describe the version of you that you want to step into through this mastermind(Required)
On a scale of 1-10, how committed are you to doing the work required to reach your goals?
Be honest 🙂
How best do you receive feedback? (Check all that apply)(Required)
Direct and to the point
Collaborative and conversational
Encouraging but honest
Step-by-step and detailed
Other
Other description on feedback
What type of accountability helps you stay most consistent? (Check all that apply)(Required)
Clear deadlines
Public commitments
Gentle check-ins
Tough love check-ins
Tracking and scorecards
Benchmark Ratings
On a scale of 1-10, rate yourself on each as you stand right now.
Clarity in your business direction
Please enter a number from 1 to 10.
Clarity in your messaging and positioning
Please enter a number from 1 to 10.
Confidence in selling
Please enter a number from 1 to 10.
Quality of your offer(s)
Please enter a number from 1 to 10.
Consistency in execution and follow-through
Please enter a number from 1 to 10.
Resilience under pressure
Please enter a number from 1 to 10.
Systems/structure in your business
Please enter a number from 1 to 10.
Time management and focus
Please enter a number from 1 to 10.

Assets & Final Wrap-Up
Assets & Final Wrap-Up
Link to any key assets you'd like Dave to see (sales pages, offer sheets, pitch decks, etc.)
Is there anything else you want Dave to know about you and/or your business before we get started?
What is one burning question you hope this Mastermind will help you answer?(Required)
How many legs does a dog have?(Required)
(Question asked to foil the bots)

SALES RESILIENCY MASTERMIND ASSESSMENT

PERSONAL & BUSINESS DETAILS

BUSINESS SNAPSHOT

GOALS, VISION & CHALLENGES

GOALS & VISION

CHALLENGES & ROADBLOCKS

SALES RESILIENCY & MINDSET

Resiliency Profile

Leadership, Systems & Support

SYSTEMS & OPERATIONS

Motivation, Accountability & Benchmarking

Motivation & Coaching Style

Benchmark Ratings

Assets & Final Wrap-Up

Assets & Final Wrap-Up

Email Dave Sanderson - Team Coaching

Email Dave Sanderson - Mastermind

Email Dave Sanderson - Private Mentorship