CLGS™ SalesOps Clarity Assessment
See What’s Really Holding Sales Back
A focused diagnostic that looks at leadership, the sales team, CRM and data, customer strategy, and commercial alignment — so you can see what’s working, where the real constraints are, and what to prioritize first.
What the SalesOps Clarity Assessment Is
The CLGS™ SalesOps Clarity Assessment is a structured, paid diagnostic designed to show where the commercial organization is working well, where friction exists, and what should be prioritized first.
It looks at the business across leadership, the sales team, systems, CRM and data, customer strategy, and commercial alignment — then turns those findings into a clear set of priorities and a practical 90-day roadmap.
How We Diagnose
The assessment looks at the business through three perspectives — leadership, the sales team, and the actual data — then compares those views to identify gaps, patterns, and priorities.
Leadership
What leadership believes is happening — priorities, expectations, performance, ownership, and where they see the biggest constraints.
Team
What the sales organization is actually experiencing — process, CRM use, accountability, customer challenges, and day-to-day execution.
Data
What the CRM, revenue, customer, pipeline, and market information shows about how the commercial system is really performing.
What We Evaluate
The assessment evaluates eight interconnected dimensions of the commercial organization to show where the sales system is strong, where friction exists, and what should be prioritized first.
Sales Organization
Roles, ownership, accountability, coverage, and how the team is structured.
Sales Process
How opportunities move from targeting through follow-up, close, and ongoing account management.
CRM & Data
Data quality, CRM adoption, pipeline visibility, reporting, and decision support.
Customer & Market Strategy
Account prioritization, segmentation, whitespace, market opportunity, and where effort should be focused.
Commercial Alignment
How sales connects with inventory, production, marketing, leadership, and broader business priorities.
Sales Capability
Skills, knowledge, coaching, consistency, and whether the team can execute the system effectively.
Performance System
Goals, KPIs, reporting cadence, accountability, and how performance is monitored and managed.
Owner & Leadership Clarity
Whether leadership has clear visibility, defined expectations, and the right level of involvement in the sales organization.
How the Scoring Works
Each of the eight dimensions is scored on a five-level scale to show the current maturity of the commercial system and where improvement will have the greatest impact.
1 — Reactive
Sales activity is largely ad hoc, dependent on individuals, and difficult to manage consistently.
2 — Inconsistent
Some structure exists, but execution varies across people, accounts, or markets.
3 — Functional
Core processes and systems are in place and generally working, but gaps still limit visibility or consistency.
4 — Controlled
The organization has clear processes, ownership, reporting, and accountability with reliable execution.
5 — Scalable
The sales system is structured, measurable, repeatable, and capable of supporting continued growth.
What You Receive
The assessment ends with clear, usable outputs — not just observations.
Commercial Health Scorecard™
Shows where the commercial organization is strong, where the largest gaps exist, and which SalesOps dimensions need the most attention.
Key Findings
Summarizes the most important patterns, gaps, and underlying issues identified through the assessment.
Cure-Level Priority Map™
Separates what needs immediate attention from what is strategically important, what can be improved quickly, and what can wait.
90-Day Roadmap™
Translates the findings into a practical sequence of actions, ownership, milestones, and expected outcomes.
What the Assessment Looks Like
The SalesOps Clarity Assessment is typically completed over 2–3 weeks and combines focused conversations, data review, and structured analysis.
1. Leadership & Team Interviews
Focused conversations with ownership, leadership, and key sales team members to understand priorities, process, challenges, and expectations.
2. Sales Systems & Data Review
Review of sales systems, CRM practices, customer information, and revenue data to understand how the commercial organization is operating.
3. Assessment Analysis & Scoring
Findings are evaluated across the eight SalesOps dimensions and translated into clear priorities.
4. Findings Presentation
Leadership receives the Commercial Health Scorecard™, Priority Map™, and 90-Day Roadmap™, along with a walkthrough of the findings and recommended next steps.
What Happens After the Assessment
The assessment gives leadership a clear picture of what needs attention and a practical roadmap for what to do next. From there, the client can move forward independently or choose additional CLGS™ support.
Option 1 — Execute the Roadmap Internally
Use the Commercial Health Scorecard™, Priority Map™, and 90-Day Roadmap™ to guide internal action, ownership, and follow-through.
Option 2 — Engage CLGS™ for Transformation Support
If additional support is needed, CLGS™ can help design, build, activate, measure, and transfer the systems identified in the roadmap.
Start with Clarity
If you’re not sure what’s actually holding the sales organization back, the SalesOps Clarity Assessment is the place to begin.