1 Company SnapshotStart with the basic company and contact information needed for ABM Solutions to prepare for the assessment.
Briefly describe the company in plain English. What do you sell, who do you sell to, and what makes your model different?
What are the top three business objectives for the next 12 months?
2 Market Focus, ICP & PositioningClarify where sales and marketing energy should be focused first.
Current or Target Customer Segment
Select primary segment Hospitals / healthcare systems Hotels / resorts Stadiums / arenas Minor league sports venues Large residential complexes / multifamily Campuses / education Municipal / public venues Technology partners / service providers PE-backed company Founder-led company Other
Who is your ideal customer profile right now? Include size, vertical, urgency, buying triggers, and decision makers.
What are the most expensive or painful problems your target customers are dealing with today?
Why would a prospect choose you over a larger competitor, local provider, or current vendor?
3 Lead Generation & Sales ProcessIdentify what is currently creating pipeline and where deals slow down.
How are you generating new leads today?
What vertical or market should be prioritized first for a focused 90-day GTM campaign, and why?
List your current sales process stages from first contact through close.
What steps could be simplified, automated, templated, or removed to shorten days to close?
5 Assets, Economics, Technology & PrioritiesThese final questions help ABM Solutions turn the assessment into practical recommendations.
Which sales assets currently exist and are actively used?
What proof points, case studies, customer references, or measurable results can be documented immediately?
Where are the biggest gaps between your current deal economics and your ideal model?
What tools are currently in your sales and marketing tech stack?
Where would automation or AI create the most immediate value in your sales process?
Where do you believe the biggest pre-sale gaps exist?
Where do you believe the biggest post-sale gaps exist?
What are the top three changes that would most improve sales results in the next 90 days?
What does a successful sales growth plan need to include for leadership to consider it practical and useful?
What constraints should ABM Solutions understand before making recommendations?