Score prospecting, qualification, deal process, enablement and forecasting to pinpoint which part of your sales system leaks revenue.
Quick answer
Score prospecting, qualification, deal process, enablement and forecasting to pinpoint which part of your sales system leaks revenue.
Revenue leaks hide in system seams: leads nobody qualifies, deals with no defined next step, forecasts built on optimism. This diagnostic scores five sales-system dimensions the way operators inspect them, locates the leakiest seam, and generates an AI report with fixes ranked by revenue impact. It assumes process, not hero sellers, is the scalable asset — if your reality differs, the scoring conversation itself is useful.
| Template | Sales System Diagnostic |
|---|---|
| Category | Business & Strategy |
| Format | Weighted 1–5 assessment with personalized AI PDF report |
| Time to complete | About 10 minutes per response |
| What you get | A personalized AI report (printable PDF) per response, plus the raw answers |
| Best for | Sales leaders · RevOps · Founders |
| Cost | Free to copy and customize on FormLM |
Five dimensions, scored 1–5 and weighted into one result.
Sample form and AI report preview — fill it in to see live scoring and the report.
Everything you need to run this template.
Prospecting engine, Qualification, Deal process, Enablement, Forecasting — each scored 1–5.
A defensible overall view that keeps dimensions separate.
The weakest dimension, what it caps, and a prioritized fix list.
Every report links a chat trained on this topic for follow-ups.
From copy to deliverable in four steps.
Copy the assessment, scoring and report settings into your FormLM workspace — free.
Adjust dimensions and weights to match how your business runs.
Send the link or QR; each response is scored automatically.
Open the personalized AI PDF report and share it with stakeholders.
Pick your role — see how it fits your workflow.
Locate leaks before hiring more reps.
A structured baseline for enablement.
Honest pipeline health without ego.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
