
Sales Health Check
When growth slows, forecasts slip, and pipeline confidence falters, it’s rarely one single issue.
The SalesVelocity Health Check is a comprehensive 60-day diagnostic designed to give CEOs, CROs, and GTM leaders a clear, data-driven view of what’s working, what’s stuck, and where to act next.
1
Intake - Ground Truth
A structured intake covering:
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Momentum and Blockers
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Competitive Landscape
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People and Team Dynamics
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Process and Execution
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Metrics and Performance
2
Intake - Ground Truth
Surface the issues:
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Collect CRM data
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Complete pipeline data
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Pipeline
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Aging
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Stalled deals (moving faster, CRM blind spots)
3
Discovery - The Team
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Conversational intelligence
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Discovery and qualification
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Adherence
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MEDDPICC
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Question %
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Talk %
4
Analyze
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Deal conversion %
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velocity
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forecast accuracy
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win rates
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poc win % vs. best in class
5
Diagnose & Activate
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Action roadmap: 30, 60, 90 day plan
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Delivery roadmap
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Project checkpoints
