Take this quick, 2-minute self-assessment to uncover how your pipeline really stacks up.
| Score | Definition | Interpretation |
|---|---|---|
| 1 | Nonexistent or Broken | "We're not doing this at all, or it's failing significantly." |
| 2 | Underdeveloped | "We've started but it's inconsistent, manual, or lacks results." |
| 3 | Average / In Progress | "We're doing this decently but not optimized or data backed." |
| 4 | Well-Executed | "This process is working and provides some measurable value." |
| 5 | Optimized + Scalable | "This is automated, aligned, and driving predictable results." |
No usage at all.
No intent data or AI systems in place.
We use some intent data but it's not automated or actioned consistently.
We have an AI system that automatically prioritizes leads based on live signals.
| QUESTIONS | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| Do you have clear definitions and alignment between MQL, SQL, and SAL? | |||||
| What % of leads convert to a first meeting or call within 5 days? | |||||
| Is your team spending time chasing non-sales-ready leads? | |||||
| How confident are you in your lead source attribution today? | |||||
| Are you actively nurturing cold prospects with timely, relevant content? |
| QUESTIONS | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| Is your CRM or sales automation system giving you real-time insights? | |||||
| How much of your outreach process is still manual? | |||||
| Do you use AI, predictive scoring, or buyer intent signals today? | |||||
| Are your SDRs booking consistent, qualified meetings weekly? | |||||
| Is your pipeline forecast data trusted by leadership? |
| QUESTIONS | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| Can you clearly measure ROI on top - of - funnel activities ? | |||||
| How often do your sales and marketing teams realign strategy? | |||||
| Are your sales cycles lengthening or shortening year- over - year ? | |||||
| Are you getting more revenue from fewer(but better) leads ? | |||||
| Do you have a real - time dashboard visualizing pipeline performance ? |
| Score Range | Pipeline Profile | Recommended Action |
|---|---|---|
| 60 - 75 | Elite Pipeline Machine | You're optimized – let's scale you up with AI |
| 40 - 59 | Solid but Leaking | Strong core, but optimization gaps exist |
| 20 - 39 | Underperforming | Major inefficiencies – AI can transform this |
| Below 20 | Reactive & Risky | Time for a pipeline reset – let's talk now! |
Your pipeline needs significant optimization. Focus on foundational processes first.
Let TOXPAND analyze your lead sources, conversion flows, and ROI opportunities: