Sales Process: Win more deals. Win bigger deals. Faster.

Over the past eleven years, the Opportunity Assessment sales aid continues to be the most popular aid in any sales process toolkit. It’s one of the few sales aids that sales reps and managers universally recognize as beneficial to navigate the buying process. It’s difficult to grow revenue faster than your industry’s growth rate and faster than your competitors. Leverage the How to Make Your Number in 2018 Workbook to access a revenue growth methodology to hit your number quarter after quarter, and year after year.


Job aids or sales aids are the tools that the sales team uses to help move customers through their buying process. Some are used at a single point in the process – like a Sponsor Letter that confirms the customer’s needs early in the first stage. The power of the Opportunity Assessment is that it is used at every stage of the selling process. It’s also vital because it is the job aid that is used by both the sales rep and the sales manager.


In this blog post we’ll explore the key attributes so you can evaluate your sales process to see if this essential job aid is driving predictable success for your team.


Opportunity Assessment features:


  • Internal tool, not customer-facing
  • Maintained by the manager
  • Opportunity-specific, not Account-specific
  • Specific actions and events are assessed at each stage
  • Evaluates competitive position
  • Refers (links) to other job aids
  • Go – No Go decision at each stage


To make an Opportunity Assessment effective, it must be customized to your sales process. A sample Opportunity Assessment is available for download by clicking on the image to the right.


The tool must be streamlined in order to be well-adopted by your sales force. Avoid the temptation to include too much information. Select the essentials for your specific sales process. Our one-page example is one from Acme, Inc., a fictional world-class B2B sales organization. This assessment tool includes the following areas of focus:


 Stage 1: Recognize Problem


  • Budget
  • Relationship
  • History
  • Time frame
  • Decision Process


Stage 2: Determine Needs


  • Explicit needs
  • Evaluation Process
  • Access to Decision Maker
  • Compelling event


Stage 3: Evaluate Options


  • Unique value proposition
  • Vendor selection criteria
  • Quantifiable success metrics


Stage 4: Resolve Concerns


  • Risk acknowledgment/mitigation
  • Signs of resistance


Stage 5: Make Purchase


  • Customer ‘must-haves’
  • Acme concessions and non-negotiable items
  • Negotiation strategy


Key Take-Away:


Ensure that your sales process includes a tool to consistently evaluate opportunities at every stage (Download the Opportunity Assessment template tool here).


  1. Assess early: coaching has the most value when it can advance an early-stage deal.
  2. Embed the assessment tool into your CRM system, making it accessible and ready for all major deals.
  3. If your process does not include a tool to assess opportunities, take steps to implement one immediately.


The benefits of consistent use of an Opportunity Assessment job aid are unmistakably clear.  Cycle times improve, later stages flow more smoothly, up-sell revenue increases – and the sales team makes its targets. Please comment below about your experience with any job aids that help accelerate the stages of the sales process. Predictable results are the output of an efficient sales process – take time today to advance the effectiveness of your sales organization.


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Eric Estrella

Helps clients grow by creating innovative go-to-market strategies.

Eric specializes in helping clients solve some of the most prevalent go-to-market problems in today’s complex selling world. He is an expert in many industries including software, telecommunications, ecommerce, manufacturing and technology. He helps them align strategies and develop go-to-market programs to lower the cost of customer acquisition and increase customer lifetime value.


Recently he developed corporate, product, marketing and sales strategies for an emerging telecommunications solution provider that resulted in a quadrupling of revenue and EBITA in two-year span.


Eric’s background in strategy, sales operations and enablement allows him to provide thought-leadership in emerging best practices in sales and marketing.

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