Evaluate your sales team's discovery and selling capabilities across 5 key dimensions with an interactive AI form featuring real-world scenarios. Upon completion, a personalized PDF coaching report is automatically generated — printable for professional delivery, with an embedded QR code that lets reps chat with an AI sales coach about their development.
This is the actual running assessment — not a screenshot. Try it yourself.
Everything you need to run a professional sales skills and discovery assessment.
5-dimension assessment with real-world selling scenarios — Discovery, Objection Handling, Process Discipline, Closing, and Relationship Building. Includes 3 scenario-based response questions and sales performance metrics. Upon completion, a personalized PDF coaching report is automatically generated.
Professional, print-ready PDF with Sales DNA radar chart, scenario-by-scenario feedback from a virtual sales coach, and a targeted coaching plan for your weakest pipeline stage. Designed for 1-on-1 coaching sessions. Each PDF includes a QR code.
Each PDF report embeds a unique QR code. Scan it with any phone camera to instantly open an AI sales coach chat — practice objection handling, refine discovery questions, and get personalized coaching on demand.
Pick your role — see how the template fits your workflow.
Assess your team's selling capabilities and identify coaching priorities. Workflow: Copy template → Customize scenarios for your product → Share with reps → Build targeted coaching plans from results.
Create standardized skill assessments across your sales organization. Workflow: Import template → Align with your sales methodology → Deploy to all reps → Track skill development over time.
Use as a client diagnostic tool to assess individual selling skills. Workflow: Customize template → Send to client → Review coaching report → Build development plan from AI-generated insights.
