Commercial diagnostic checklist
A professional starting point to understand the health of your business strategy and prioritize the next steps.
In just 16 questions you will be able to detect the main blockages that hinder your growth in strategy, sales, marketing, data, and team. At the end, you'll receive a visual report with the most suitable recommendation for your company, which you'll also receive by email.
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Business diagnostic checklist: evaluate your strategy and identify roadblocks
He commercial diagnostic checklist It is a tool designed so that any company, SME or startup can evaluate in a structured way the real state of its business strategy. Through brief, results-oriented questions, it allows you to confirm whether the sales area is ready to grow or if, on the contrary, there are weaknesses that hinder customer acquisition and profitability.
In many SMEs, managers already suspect that something isn't working: marketing campaigns that aren't converting, a sales funnel poorly defined or a strategy that doesn't translate into consistent revenue. As explained HubSpot in its guide on sales funnels, The lack of clarity at each stage leads to significant lost business opportunities. This checklist provides a clear framework for validating these concerns and establishing an objective starting point. This allows the company to prioritize necessary improvements and better guide its decision-making.
One of the main strengths of this initial assessment is that it doesn't limit itself to reviewing sales. It takes a comprehensive analysis of the value proposition, data management, team coordination, and the ability to measure results. These factors are what make the difference between sustained growth and stagnation. As highlighted by IESE in its studies on business management, Working with clear metrics and defined processes allows SMEs to significantly improve their performance.
The final result provides a clear and segmented view of the business's level of preparedness. From there, each company can decide whether it needs a competitive marketing plan, a more robust digital strategy, or external support to help it implement changes in an organized manner with real-time monitoring.
In short, this business diagnostic checklist is the first step in understanding where the real roadblocks lie and how to overcome them. It's a simple, practical, and free tool that helps transform intuition into concrete, action-oriented information, providing the foundation for building the next phase of growth with greater focus and confidence.
Completing this business diagnostic checklist not only provides immediate clarity on your current situation but also prepares you to make better-informed strategic decisions. With an objective view of your roadblocks, you can prioritize actions, optimize resources, and move forward with greater confidence toward sustainable business growth.
Furthermore, having a clear diagnosis facilitates internal communication and aligns the team around the same objectives. When everyone understands the critical points and which actions should be prioritized, initiatives cease to be isolated efforts and become a shared plan to drive business growth.
