B2B Pipeline Health Audit

Score your B2B pipeline across all 7 dimensions of the Forward State Sales Framework.

Please be sure to select one option for each question.
F

Focus the Fit

1. We use a written guide to identify our best-fit customers and skip the businesses we shouldn’t pursue.

2. We can describe in one clear sentence the specific problem we solve for the type of buyer we target most.

O

Organize the Pipeline

3. The buyer's actions trigger every stage of our sales process, not our internal tasks.

4. Every deal has a clear next step and a firm date attached to it.

R

Record the Right Data

5. We can produce a reliable sales projection in five minutes.

6. We record exactly why we lose every deal, and we review those reasons on a regular schedule.

W

Work the Cadence

7. We follow a written, step-by-step follow-up plan that uses email, LinkedIn, and phone in a defined order.

8. Our process guarantees that no new prospect waits longer than 24 hours for a first response.

A

Automate What's Safe

9. Our system tracks our emails and meetings automatically so we rarely enter data by hand.

10. We use a ranking system that automatically tells us which prospects to contact first.

R

Review Signals Weekly

11. We hold a weekly review to breathe life into quiet deals and move them forward.

12. We identify where we lose the most deals and track that stage every month.

D

Document to Delegate

13. A new hire could start selling on day one using only our written sales guide.

14. Our sales process runs on a system that doesn't depend on any one person.

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