AdvisoryPresales Maturity Assessment

Find the constraint before you fund the fix.

Start with five minutes. Build on evidence. Same five dimensions both times, so the second read picks up exactly where the first one left off.

Step 01

Free · Online

Self-Assessment

Time from you

About five minutes, 13 questions.

Built on

Your own read of the org, answered as the person who knows it best.

You leave with

Your profile across all five dimensions, your constraint, and the first move your answers point to, on screen today.

Step 02

Engagement

Full Assessment

Starts from

Your self-read. Where it and the evidence disagree is where the useful findings live.

Built on

Interviews across your team and stakeholders, plus artifact review against deal reality. A few hours of your team's time in total.

You leave with

An evidenced scorecard, a sequenced roadmap built around your constraint, and a live readout to pressure-test both. The roadmap is yours either way.

Book a call to scope step two

What Gets Scored

Five dimensions. Every score from Improvised to Compounding.

  1. 01

    Operating Model

    How the work is structured, staffed, and run. Coverage, capacity, cadence.

  2. 02

    Talent Development

    Building the team the next stage requires. Hiring, ramp, coaching, career frameworks.

  3. 03

    Customer Value

    Connecting technical capability to what buyers fund. Demo excellence, consultative storytelling, value engineering.

  4. 04

    AI Readiness

    Practical adoption across the presales lifecycle that survives past the pilot.

  5. 05

    Business Impact

    The operating discipline and metrics that prove presales is a growth engine, not a cost line.

Under board pressure on AI specifically? That dimension also runs standalone. Book a call to scope it.

What You Get

Three deliverables. Yours to keep.

  1. 01

    The scorecard

    All five dimensions scored and evidenced. Not just where you landed, but the specific observations behind each score.

  2. 02

    The roadmap

    A sequenced plan built around your constraint: what to move first and why that order, in language ready for the room where budget gets decided.

  3. 03

    The live readout

    The working session where the findings get pressure-tested. Bring whoever needs convincing.

Sample scorecard · illustrative
  1. Operating Model

    Defined · 2.5/4.0

  2. Talent Development

    Ad hoc · 1.5/4.0

  3. Customer Value

    Defined · 2.0/4.0

  4. AI Readiness

    Ad hoc · 1.5/4.0

  5. Business Impact

    Managed · 3.0/4.0

Illustrative only. Your scorecard is built from evidence, not a self-report.

Five minutes now beats a quarter of guessing.

Start with step one today. If the constraint it finds surprises you, that's exactly the conversation worth having.