Free Tools

Gauge where you stand. Five minutes each.

Two free self-assessments built by Summit. One for sales leaders, one for operations leaders. Take either solo or use it as a forcing function with your team. Both deliver a plain-English diagnosis on the last page.

For Sales Leaders

Sales Infrastructure Self-Assessment

Ten questions across pipeline, leads, CRM, accountability, and forecasting. Score yourself one to four on each. The diagnosis on the last page tells you where the real revenue risk lives.

  • 10 scored questions, 1-to-4 scale
  • Five categories of sales engine health
  • Plain-English score interpretation
  • About 5 minutes to complete
Get the Assessment →
For Operations Leaders

The Hidden Cost Checklist

Ten yes/no items across where time goes, where errors hide, what leadership can't see, what's getting worse, and what you bought that isn't working. Check what's true today.

  • 10 yes/no diagnostic items
  • Five categories of operational drag
  • Plain-English score interpretation
  • About 5 minutes to complete
Get the Checklist →

Both are instant downloads. We never sell your info and you can ask us to delete it any time.

Already taken one? Let's talk it through.

A 30-minute discovery call walks through what your score actually means for your business. No prep required.

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