HOW IT WORKS
What a SalesIndex engagement includes — and how we build yours
Assess, Coach, Train. Every engagement is built around your team: the number of reps and managers, your goals, and your industry. In a 30-minute Sales Insights Meeting, we'll show you your industry's benchmarks and build a plan and investment for your team.
Built on Objective Management Group data: 2.5M+ salespeople, 30,000+ companies, 35+ years of research.
Assess. Coach. Train.
The same three steps you see across the site, and what each one includes.
1 · ASSESS
Know what every rep and manager can really sell.
- SalesIndex assessment for every rep and manager
- Benchmarked against 2.5M+ salespeople
- SalesIndex Number, team heatmaps and manager competency analysis
- Two 90-minute results reviews with your executive team
2 · COACH
Personalized daily audio coaching for every rep and manager.
- 4-minute daily audio coaching built from each person's results
- One action item a day
- Weekly engagement reports
3 · TRAIN
Equip your managers to lead with the data.
- "Using the SalesIndex Reports" session at kickoff
- Core sales-management skills: coaching, accountability, motivation, recruiting, pipeline
- Optional live manager masterminds
How an engagement rolls out
- Configure your sales roles.
- Assess every rep and manager.
- Review the results with your executive team.
- Kick off with your managers.
- Daily coaching and manager training begin.
What about new hires?
Screen every candidate against the same standard you develop your team to. Add Hire whenever you have an open seat.
- Unlimited candidate assessments
- Job board posting and AI job descriptions
- Recruiting portal and sales recruiting certification
- Six-month re-hire guarantee
How it compares to a sales-training workshop
The biggest cost of a workshop isn't the invoice. It's your team out of the field.
| Two-day workshop | SalesIndex | |
|---|---|---|
| Built around each person's growth areas | No. Same content for everyone | Yes. Driven by each person's assessment |
| Time out of the field | Days in a room | None. 4 minutes a day, on the drive in |
| Reinforcement afterward | Up to your managers | Every day, with managers trained to follow up |
When does it pay for itself?
In your Sales Insights Meeting, we'll model the return for your team: how many extra deals, at your gross profit per deal, cover the investment. For most teams, it takes only a few extra deals across the whole team.
What shapes your plan
- Team size. How many reps and managers you coach.
- Manager training. Whether you add live manager masterminds.
- Assessments. Everyone on the team is assessed once at the start.
Who we're not a fit for
- Companies looking for a one-day training event rather than daily reinforcement.
- Leaders who won't hold managers accountable for weekly coaching. The daily coaching works; managers make it stick.
Questions our clients asked before deciding to launch SalesIndex
How much does SalesIndex cost?
Every engagement is built around your team: the number of reps and managers, and whether you add live manager masterminds. In a 30-minute Sales Insights Meeting, we'll share your industry's benchmarks and build a plan and investment for your team. Book one at salesindex.ai/contact.
Can I add Recruit later?
Yes. Recruit is an add-on. Add it whenever you have an open seat, and screen candidates against the same standard you develop your team to.
How much time does it take from my reps?
Four minutes a day of audio. Most reps listen on the drive in, so no selling time is lost.
How is this different from a sales workshop?
A workshop takes everyone out of the field to learn the same thing on the same day. SalesIndex assesses each person, finds their specific growth areas, and coaches each one on them four minutes a day.
Want a plan built for your team?
A 30-minute Sales Insights Meeting: your industry's benchmarks, your goals, and a plan and investment built for your team. No demo theater.
Book a Sales Insights Meeting