Checklist · Free · 5 min
Does your company reach the decision-maker — or wait for clients to show up?
9 yes-or-no questions about your business-to-business sales path — from ideal customer to proposal — to see where meetings stop happening.
What you get
- Whether you can say who your ideal customer is and who decides the purchase there
- How to stop waiting: approach prospects instead of waiting for referrals
- What happens to people who ask for contact through your site or ad
- Whether the opportunity that went cold has someone following up
- A result with next steps for your case
Answer honestly — nobody sees your answers but you.
1. Do you have it written down who your ideal customer is — industry, size, region and the role that decides the purchase?
2. Is there a list of target companies with the decision-maker's name and a verified email or phone for each?
3. Does active outreach (email and phone) happen every week, with follow-up on those who didn't reply?
4. Does someone who visits your site with a question or a quote request get a reply on the spot, even outside business hours?
5. Is every open opportunity in a funnel with its source, stage and next-step date?
6. Does the proposal go out as a link where you can see if it was opened, and does acceptance become a signed contract without redoing anything?
7. If you advertise, does the ad pursue a qualified company's contact (form, message or meeting request) — not just site visits?
8. Is there protection against bot clicks and repeated clicks from the same source on your search ads?
9. Do you know which channel each lead came from — ad, search, call or WhatsApp?