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The Small Team Sales Checklist

10 questions that reveal exactly where your B2B pipeline is leaking - and what to fix first.

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What's inside

  • 10 checklist items covering every part of your sales process
  • A scoring system - find out where you stand in 5 minutes
  • Brief explanations of what good looks like for each item
  • Clickable links to live demos of the tools that fix each gap

SCORE YOURSELF

9-10
Strong
6-8
Tighten
3-5
Gap
0-2
Start here
The checklist

10 questions. 5 minutes. Clear answers.

01 - 05

Pipeline and process

Pipeline stages, next actions, follow-up sequences, deal visibility and outreach scripts. The fundamentals most small teams are missing.

06 - 10

Analysis and systems

Loss reason tracking, win rate calculation, shared systems, contact databases and monthly close habits. The things that separate consistent teams from inconsistent ones.

Score

Know where you stand

Score yourself out of 10 and get a clear read on where your pipeline is leaking and what to prioritise first. No fluff - just honest answers.

Stop losing deals you should be winning.

Most small teams lose deals not because of the product or the price - but because the system behind the sale is missing. This checklist shows you exactly where.

Download free - instant access

Free PDF. No signup. No subscription. Just download and use it.