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Free workflow diagnostic

Does Revenue Survive the Handoff From Sales to Delivery?

A CRM can show a deal as won while the delivery team is still missing what it needs to start. This score checks whether commercial momentum becomes execution readiness.

Answer each question based on what happens on a normal busy week — not what the SOP says should happen. Each answer is worth 0, 1, or 2 points. Maximum score: 20. Nothing is stored or sent.

Answered 0 / 10Complete all 10 to see your score
1.Qualification

Do opportunities have clear fit criteria before substantial selling time is invested?

2.Discovery capture

Are needs, constraints, stakeholders, deadlines, and commitments recorded in a standard place?

3.Stage exits

Does each pipeline stage have a written exit condition rather than a seller's interpretation?

4.Proposal ownership

Does every active proposal have one owner and one dated next action?

5.Commitment definition

Does “yes” mean the same thing across sales, contracts, finance, and delivery?

6.Handoff packet

Does delivery receive scope, promises, contacts, risks, timing, and commercial context without reconstructing the sales call?

7.Launch readiness

Is there a readiness gate between signed and active delivery?

8.Status visibility

Can sales see delivery launch status without asking for an update?

9.Expansion loop

Do delivery signals and client needs reliably flow back into account growth/renewal work?

10.Founder exceptions

Can leadership see only the deals/handoffs requiring authority or intervention?

Please answer all 10 questions first.

0/20

  • Read the related case study to see how a full redesign moved these same metrics.
  • Book a free 30-minute Workflow Assessment to get a real answer for your workflow.
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What to do with your score

Do not buy software because the number is low. Pick the two lowest-scoring questions and follow one real item through that part of the workflow. Identify the missing owner, stage rule, required information, or exception trigger. Fix the process first — then decide whether automation earns a place.