"The modern B2B buyer is already 70% informed through their own research before making first contact."

1. Quick Assessment: Where Does Your Sales Stand?

Self-Assessment Checklist

Criterion Status Score
More than 50% Inbound Leads [ ] Yes [ ] No 1 Point
No-Show Rate under 15% [ ] Yes [ ] No 1 Point
Defined ICP exists [ ] Yes [ ] No 1 Point
Automatic Lead Qualification [ ] Yes [ ] No 1 Point
Expertise-based Routing [ ] Yes [ ] No 1 Point
Meeting Preparation Framework [ ] Yes [ ] No 1 Point

Evaluation:

Sales Maturity Matrix

Criterion Traditional (1 Point) Modern (3 Points) Future (5 Points) Your Score
Lead Generation Cold Outreach Mix of Push/Pull Primarily Inbound
Sales Conversations Product Presentation Needs Analysis Co-Creation
Technology CRM Automation Tools AI-Supported
Customer Interaction Reactive Proactive Predictive
Meeting Preparation Standardized Semi-automated Fully Automated

Total Score: ____/25

Interpretation:

2. Tool Stack and Implementation

Tool Stack Implementation Guide

graph TD
    A[Start] --> B{CRM exists?}
    B -->|Yes| C[Integration with existing CRM]
    B -->|No| D[Standalone or Mini-CRM]
    C --> E[Tool Selection]
    D --> E
    E --> F{GDPR-critical?}
    F -->|Yes| G[DE-Hosting like meetergo]
    F -->|No| H[International Tools]
    G --> I[Implementation]
    H --> I