Print it, fill it out, and use it with your team. The No 7 scorecard and Ready for Finance? checklist open or download without a sign-up; the Lost Deal Audit is sent by email.
2 worksheets
1 page • Black and white • Print and fill out
Score each step separately, compare real examples, and pick one thing to practice with your salesperson.
How to use it
Have the salesperson score themselves first. Score the same steps, compare examples, then practice one step together. Ratings run 1–10, but 7 is off the table.
1 page • Black and white • Print and fill out
Check what is ready, flag what is missing, and give the next step a clear owner before the finance handoff.
How to use it
Mark Ready, Needs work or N/A for each item. Write the missing item, owner and check-back time. If you handle both sales and finance, use it before switching tasks.
Free • 3-page PDF • Sent by email
Find where deals and gross are slipping through the cracks. Get the free 3-page worksheet by email.
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