Free Sales Diagnostic Guide for B2B Owners | Sandler by Summit Vista
Attention: B2B owners with 10+ sellers

How to Pinpoint the 1 Broken Link in Your Sales Organization
Before You Waste Another Quarter Guessing

Free diagnostic guide reveals the real reason your pipeline looks full but revenue stays flat

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Built by an official Sandler training center
25+ years in sales, sales management and sales training

What this is

The 5-Point Sales Reality Check is a free guide for B2B owners and sales leaders with ten or more sellers. It helps pinpoint whether revenue inconsistency comes from weak pipeline quality, poor qualification habits, ineffective manager coaching, or founder dependency, so leaders fix the right problem first instead of buying more generic sales training.

What You Will Find Inside

Five steps. Your own CRM data. Under 30 minutes. Here is what you walk away knowing.

The number 1 mistake B2B owners make when revenue flatlines (hint: it has nothing to do with closing skills and everything to do with a diagnosis they never run)p.1
The surprising reason your CRM pipeline looks healthy while your bank account tells a completely different story, and how to spot phantom deals in under 10 minutesp.4
The 4 places deals die in a B2B pipeline, and what it means when most of your losses land in the same onep.5
5 yes-or-no questions that reveal whether your sales managers are changing behaviors or just collecting status updatesp.6
The founder dependency test that shows how many of your recent wins still needed you personally to get them across the linep.7
How to identify the one sales bottleneck bleeding the most revenue from your organization this quarter, even if you have tried training before and watched your team slide right back to old habitsp.8

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Is This Right for You?

Run it if

  • You own or lead a B2B company with roughly 10 to 50 sellers
  • You have 2 or more sales managers running the team day to day
  • You present a forecast every month that you privately do not trust
  • You have tried sales training before and watched it fade within weeks

Skip it if

  • You have fewer than 10 sellers or no dedicated sales managers yet
  • You want a closing script or a one-day motivational workshop
  • You do not track deals in a CRM or pipeline report

What You Walk Away With

Three answers most sales leaders have never had in writing.

Discover exactly where deals go to die in your pipeline.

Most sales leaders watch deals stall, slip, and ghost without ever knowing the precise stage where the bleeding starts. This guide walks you through a structured review so you can see, with painful clarity, whether your team loses deals by never reaching the decision maker, going silent after the proposal, losing on price, or going dark early. No more treating symptoms while the disease spreads.

Learn whether your sales managers are coaching or just interrogating.

There is a massive difference between a manager who asks "where's the deal?" and one who changes how a seller runs the next conversation. This diagnostic helps you evaluate your coaching cadence in about five minutes, so you know if your managers are building capability or just collecting status updates like a human CRM.

Unlock the founder dependency test that reveals if your business can sell without you.

You built this company. But if you are still the one who rescues stalled deals, handles pricing objections, and closes the big ones personally, you do not have a sales team. You have an expensive support staff. This section of the guide forces an honest look at how many critical deals still require your hands on the wheel.

Who Built This

Michael Pape, Owner and President of Sandler by Summit Vista
Michael Pape
Owner and President, Sandler by Summit Vista
25+ years in sales, sales management and sales training. Sandler training center in Superior, Colorado.

Michael built this diagnostic for the owner who says: "I know we should be getting more from our sales organization, but I'm not completely sure what's broken or what to fix first." It answers that question with your own numbers before anyone spends another dollar on training.

This guide will not fix your sales team. It will show you where the problem is. Fixing it takes a system, coaching, and reinforcement over months, not a PDF. But you cannot fix the right thing until you know what it is, and most leaders never find out.

Questions Before You Download

Straight answers to what most sales leaders ask first.

Will someone call me after I download this?
No one calls you for downloading the guide. You get the PDF by email, followed by a short series of emails with ideas for fixing what you find. A call only happens if you choose to book one yourself, and you can unsubscribe from the emails at any time.
What do I need to complete the Sales Reality Check?
You need access to your CRM or pipeline report with the last 90 days of closed-won, closed-lost, and stalled deals. Team activity data such as calls, meetings, and proposals sent helps if you have it. Block 25 to 30 uninterrupted minutes to work through all five steps.
Is this sales training?
No. The Sales Reality Check is a diagnostic, not a training program. It does not teach closing techniques. It uses your own pipeline data to show where revenue is leaking, whether that is pipeline quality, where deals die, manager coaching, or dependence on the owner, so you know what to fix first.
Who is the Sales Reality Check built for?
It is built for owners, CEOs, presidents, and sales leaders at B2B companies with roughly 10 to 50 sellers and two or more sales managers. Several steps assume you have managers coaching reps and a CRM tracking deals, so very small teams will get less out of it.
What happens after I find my #1 revenue leak?
The guide explains what fixing each type of leak requires, so you can act on it with your own team. If you want a second set of eyes, you can book a free 30-minute diagnostic call to walk through your results and map out the right first fix. There is no obligation.

Find Out What Is Actually Breaking Your Number

Every week you run on a forecast you do not trust, your team works the wrong deals, your managers coach the wrong things, and you make hiring and spending decisions on data you cannot rely on.

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Find your #1 sales bottleneck free

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