Sales-Readiness Scorecard
A self-assessment that shows a prospect how close they are to being ready to act, across awareness of the problem, internal support and practical readiness. It educates as it scores, so people leave better informed and more likely to come back when the number is low.
What the questions look like
Real questions from the template, shown in full. You can edit every one of them.
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How well does your team agree that this problem is worth solving?0 - We disagree510 - Fully agreed
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How clear are you on what a good solution looks like?0 - No idea510 - Very clear
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How much internal support do you have to make a change?0 - None510 - Strong backing
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How ready are your data and processes for a change like this?0 - Not at all510 - Fully ready
An example result
Each answer runs 0 to 10 and converts to a value out of 100, grouped into Awareness, Support and Readiness. The headline score tells a prospect how prepared they are, and the weakest category tells them, and you, what to shore up first.
You know the problem, but internal support is thin. Before buying anything, line up one senior sponsor and a simple business case. Here is a short guide to help you build it.
| Ready to move (80-100) | Aligned and prepared. A great time to talk. |
| Getting there (55-79) | Close, with one gap to close. Point them to the fix. |
| Groundwork first (0-54) | Educate. They are not ready to buy, but they will remember who helped. |
Who it is for
For marketers who want to nurture, not just capture. Use it as a lead magnet so prospects self-educate, and you learn exactly how warm each one is.
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Questions about this template
How does a low score help me?
It tells you who to nurture rather than call, and it earns trust by giving genuinely useful guidance instead of a pitch.
Can I tailor the guidance per band?
Yes. Each band can point to a different guide, offer or call to action that suits where the prospect is.
Is it hard to set up?
No. Start from this template, edit the questions, and set the band thresholds to match your sales process.