Sales process health check

A free 2-page fillable PDF: ten yes/no checks that show whether your pipeline can be trusted.

The problem

Your forecast is only as good as your stage definitions. If one rep's "Proposal" is a draft and another's is a signed quote, the report adds them together and nobody notices until the quarter ends.

What you get

A 2-page fillable PDF.

• Page 1: ten checks. Plain yes/no statements about your stages, exit criteria, proof in the CRM, stall alerts and loss reasons. Tick the ones that are true today.
• Page 2: your score. Count your ticks and read your band: trustworthy, leaky or guesswork. Write down your three biggest gaps.

How it works

1. Open your CRM and your stage definitions.
2. Tick each statement that is true today, not true in theory. If the answer is "it depends on the rep," leave it unticked.
3. Count your ticks and read your band.
4. Write down your three biggest gaps. Fix those first.

What it costs

Free. It takes about five minutes. It works in any CRM or a spreadsheet.

The catch

It's a quick screen, not an audit. Ten checks can tell you where to look. They can't tell you how to fix it. A good score doesn't mean your forecast is right, only that your process is inspectable. Be strict with yourself: the check only works if you leave "it depends" unticked.

Who it's for

Owners, sales leaders and RevOps people at small and mid-size B2B teams who suspect their pipeline stages mean different things to different people.

Who it's not for

Teams that already inspect stage definitions and exit criteria every quarter. You likely have this covered.

What comes next

If you find gaps, the Sales Process Blueprint is the full working system behind this check: a fillable guide and an Excel companion for mapping your stages and wiring them into your CRM. It's paid. The PDF links to it. You don't need it to use the health check.

About me

I'm Seth Levanen. I've spent 26 years in B2B sales, most recently in battery, defense and autonomy tech, and I build revenue systems that make the pipeline inspectable. I call that the smart-cut. More at sethlevanen.com.