Elementum
← Back to Sales systems

The Sales Systems Diagnostic.

You know your conversion is unreliable, but not which part of the sale is failing. That difference decides everything you do next.

The temptation is to blame the loudest symptom, a deal that got away, a weak month, and react to it, while the real break sits somewhere upstream. A business with no defined process attacks its closing technique. A business that closes fine keeps losing deals to a leaky pipeline it never sees. This diagnostic replaces that guessing with an honest, scored read of where your conversion actually breaks, and it hands you a sequenced plan telling you which guides to work and in what order.

What this is, and what it is not

This is a sorting instrument, not a fix. It will not improve your selling by itself. It tells you which link to work first and what follows, so your energy goes to the place that actually pays. It takes about thirty to forty minutes and a willingness to look honestly at numbers you may have been avoiding.

One boundary before you start. This assumes you have opportunities to convert. If your real problem is that few qualified opportunities ever reach you, that is a lead generation problem, and the right pathway is revenue and lead generation. Come back here once you have deals to work.

Step 1

Capture your current sales reality

You cannot diagnose a sale you have not laid on the table. Before you score anything, capture an honest baseline: your rough win rate, your average deal size, how long a typical deal takes, how many open deals you carry, and how many qualified opportunities arrive each month. Then capture two facts that expose the truth directly: who can actually close a deal, and how many deals went quiet last quarter without a clear reason. If the honest answer to who can close is "only me," that is hero dependence, and the stalled deal count is often the most revealing number in the whole picture.

Who: you, with whatever real figures you have. Produces: an honest current state read to judge the rest against.

Open the Sales Performance Baseline Snapshot →
Step 2

Score the six links of your sale

A sale is a chain of six links, and each one maps to a guide in this pathway. Rate yourself honestly on each below. Answer the way things really are on a normal week, not on your best day.

Step 3

Find your binding constraint

Your lowest score is not automatically your starting point. A sale has a foundation, a flow, and two overlays. The foundation is your defined process; without stages, nothing else is a system, so a weak process is always the place to start. On top of it, the deal conversations run in sequence, discovery feeds the proposal, which feeds the close, so the earliest weak conversation caps the ones after it. A great proposal cannot rescue a deal built on poor discovery. Two overlays sit across the whole flow: pipeline management, which runs deals through it, and tracking, which measures it. The finding above applies exactly this logic, so trust it over the raw scores.

Produces: one named link where your sale breaks first, not a tie.

Open the Sales Conversion Chain Map →
Step 4

Build your prioritized action plan

Turn the finding into a plan that names your first guide, the ones that follow, and a real start date. Starting from your binding constraint, lay out the guides you will work and the order you will work them. Links that already scored strong are marked "maintain" and skipped. Then set your maturity frame: your current level in the sale today, and the target this plan is built to reach, which for most people is a defined, capable sales system.

Who: you. Produces: a one page plan with a dated first move.

Open the Prioritized Sales Systems Action Plan →
Step 5

Commit to your first move

A diagnosis that does not produce a scheduled first move is where most sales improvement quietly dies. Name the first guide your plan points to, block a specific time to begin it this week, and decide what "done" looks like for that guide's first step, so you know you have truly started rather than merely intended to.

Produces: a first guide, a start date, and a commitment you can keep.

Record it in the Prioritized Sales Systems Action Plan →

How you will know it worked

You can state your single binding constraint in one plain sentence. You hold an ordered list of guides, not a vague sense that sales needs work. And your first guide has a scheduled start date. If nothing above felt true, or you could not score the links at all, you may be in the wrong pathway, and it is worth stepping back to the whole map to re-route.

You can always go back to the overview or start over from the welcome page.