An 8-pillar assessment of your current sales infrastructure. Filled in live during your discovery call — output builds your personalised Elevate program map and Elevate Bespoke recommendations.
01 · Score
Walk through each of the 8 pillars. Mark each Solved, Partial, or Not Solved based on the gate questions.
02 · Map
Solved pillars are skipped (seat-swap with a staff member). Partial & Not Solved pillars are attended.
03 · Build
Not Solved pillars are strong candidates for Elevate Bespoke — Mark's 1:1 done-with-you upgrade per pillar.
THE 8-PILLAR DIAGNOSTIC
score each pillar / week based on the gate questions
WEEK 01DesignDesign
SDR team vision, comp plan, sales metrics & ops
Do you have a written SDR team vision + revenue model tying activity to revenue?
Is there a documented SDR comp plan tied to that model?
Are your sales metrics (call→connect, connect→demo, demo→close) tracked and known by number?
WEEK 02LeadsDesign
ICP, lead database, tech stack & distribution
Do you have a defined ICP and a CRM with >1,000 Companies and >2,000 Contacts with Mobile Numbers?
Is there a documented lead management + distribution process to SDRs?
Is your outreach tech stack sufficient, or do you already know where the gaps are?
WEEK 03Hiring OutreachBuild
Sourcing candidates & filling the funnel
Do you have a polished job description to attract top-quality candidates to your company?
Do you have cost-effective channels that consistently produce high-calibre candidates?
Do you have the time and resources to generate the necessary volume of quality candidates at the top of your hiring funnel?
WEEK 04Hiring R1Build
First-round screens & character trait filtering
Are you confident in your ability to attract candidates who match the character and values of your company?
Do you have a scorecard and system in place to efficiently assess initial candidates?
Do you have the right questions to quickly evaluate candidates?
WEEK 05Hiring R2Build
Final interviews, experiential tests & hire decision
Do you have a live assessment to effectively assess a candidate's ability to book Outbound demos?
Do you have steps in your process to reveal a candidate's sense of urgency?
Do you have a final hire / no-hire decision process — or is it mostly gut instinct?
Do you have a tested, proven cold-call script that serves your target ICP prospects and their respective roles?
Is there a defined outreach cadence (touches, channels, timing) the team follows?
Is the SDR toolkit (call recordings, objection handling, follow-up templates) in place?
WEEK 08SynthesisLaunch
Coaching cadence, tracking & next-phase roadmap
Do you have a structured coaching cadence in place to facilitate daily improvement of your team?
Are you clear on what successful progress looks like for your SDRs across days 30–90?
Do you have the right view of the key metrics to assess SDR progress — and the tools to deliver those insights?
DIAGNOSTIC SUMMARY
Live scoring — updates as you score each pillar
0
SOLVED
Skip pillar · seat-swap available for staff member
0
PARTIAL
Attend pillar · Bespoke optional
0
NOT SOLVED
Attend pillar · strong Bespoke candidate
PROGRAM MAP · WEEKS [COMPANY] ATTENDS
—
Pillars to skip (staff attends via seat-swap)
—
Pillars to attend (Bespoke optional)
—
Pillars to attend (Bespoke recommended)
RECOMMENDED STACK
Your Elevate Bespoke Build
Base program + custom pillar upgrades. Toggle Bespoke pillars to see live total.
ELEVATE (BASE)
8-week group program · all 8 pillars recorded · 6-month async access · seat-swap for skipped weeks · 2 in-person boardroom sessions
$15,000
† Any advertising or recruitment ad spend required to source SDR candidates on your behalf is billed separately at cost — not included in Elevate or Elevate Bespoke fees.
ELEVATE BESPOKE · +$5,000 PER PILLAR (1:1 DONE-WITH-YOU)