Advisor OS / Sales team check
Free sales team checkFind where your sales team leaks, and what to fix first
Answer 15 questions about your team, then get the one step to fix first and what to do about it this week.
Answer plainly: the point is an honest picture of your team, not a good score.Sales team check, advisor-os.io/sales-team-check/
Start here: Connect
Reps walk into conversations they haven't practised. We'd coach the opening and the ask out loud, then objection handling. Each rep starts on the step their numbers show is weakest.
This weekPick the conversation your reps find hardest and have each one practise it out loud with you for ten minutes.
More on this: sales coaching, or coaching for financial advisors.
Leads and booked appointments slip between the first reply and the meeting. We'd start with a first reply as each lead comes in, a next step with a date on every lead, and reminders before each appointment.
This weekPull last week's new leads. For each one, check when it got its first reply and whether it has a next step with a date.
More on this: lead follow-up and the AI appointment setter.
The week's numbers live in chats and people's heads. We'd set up one-tap logging for calls, appointments set, appointments met and sales closed, and a team board you can check mid-week.
This weekAsk each rep for four numbers from last week: contacts, appointments booked, appointments met and sales closed. Put them in one table.
More on this: what each rep sees.
Everyone gets the same coaching, so the steady middle gets very little. We'd use each rep's ratios to find their weak step and coach that: the opening, confirmations, or objections and closing.
This weekPut two reps' numbers side by side, find the step where each one drops off, and spend this week's 1:1 on that step only.
More on this: sales coaching, or coaching for financial advisors.
Too much of the week runs through you. We'd find the follow-up, update or admin that keeps coming back to you, and set up the system, AI or assistant that holds it.
This weekFor one week, write down every update or question that lands on you. Give the one that comes up most an owner.
More on this: Advisor OS for founders.
On a tie, Connect comes first, then Perform, Lead, Prepare and Grow, because a leak early in the sale costs every step after it.
30 minutes, times shown in your timezoneBefore you fix the month, find where it leaks
Your team is busy. Leads, follow-ups and numbers sit in WhatsApp chats, a spreadsheet and people's heads, so the step that leaks stays hidden until the month is gone.
- Leads that never got a second message.
- Appointments booked, then no-shows.
- Pace you only learn on Friday.
- The same coaching for every rep.
Five steps, three questions each
Each step scores out of 9. The lowest bar is where your month leaks.
- PrepareAre reps trained, and do they practise the hard conversations before a real one?
- ConnectDoes every lead get a fast reply and a next step, and do booked appointments happen?
- PerformCan you see each rep's activity and ratios during the week?
- LeadDo you coach each rep on their own weak step?
- GrowDoes the work keep moving without you in the middle of it?
Three minutes of answers, then one step to work on
- Answer 15 questionsNot yet, Sometimes, Mostly or Always. It takes about three minutes.
- Read the lowest barThat's the step to start with, and you get one thing to do about it this week. On a tie, Connect comes first, then Perform, Lead, Prepare and Grow, because a leak early in the sale costs every step after it.
- Take it again in a monthIf the bar moved, start on the next lowest.
The sales team check, answered
Do I have to give my email?
No. Your result shows as soon as you answer the last question. Your answers stay in your browser and in the link you copy, and nothing is sent to us.
How long does it take?
About three minutes. There are 15 questions, three for each step.
Who should take it?
The manager or founder who runs the team. Your reps can take it too, and where your answers differ from theirs is worth a conversation.
How is the score worked out?
Each answer is worth 0 to 3, from Not yet to Always. Each step has three questions, so it scores out of 9. The lowest step is where to start. On a tie, Connect comes first, then Perform, Lead, Prepare and Grow, because a leak early in the sale costs every step after it.
Is there a benchmark for other teams?
No. It compares your team's five steps with each other. We don't have a benchmark for other teams, so we don't show one.
What happens on the 30-minute call?
Bring your result. We'll go through the step that scored lowest, tell you what we'd set up first, and say so if we're not the right fit.
When should I take it again?
Take it again after a month of working on your first step. If that bar moved, start on the next lowest.
Bring your lowest step to a 30-minute call
We'll go through it with you, tell you what we'd set up first, and say so if we're not the right fit.
30 minutes, times shown in your timezone