Figuring out why some salespeople succeed and others struggle, and how to help all your reps perform at their best, is nearly impossible from observation or conversation.
- Salespeople are great at selling themselves and distorting reality.
- Managers are busy putting out fires.
- Much of the work of sales happens out of view with buyers.
Too many leaders make decisions based on assumptions instead of insight, leading to inconsistent performance, stalled deals, and training that never quite sticks.
OSA removes the guesswork and gives you clarity you can apply with confidence, immediately and long-term.
If you're preparing to scale and need clarity on roles, structure, and go-to-market alignment, or you're battling turnover, stalled deals, and forecast volatility, this is built for you.
What Our Assessments Show You
Get a complete picture of how your reps and managers think, behave, and execute, drawn from a suite of industry-leading, scientifically validated sales and leadership assessments.
Our multi-assessment approach uncovers the mindset, behaviors, and capabilities that truly predict sales performance and pinpoints the exact training and coaching needed for each team member.
OSA gives you a deep, clear, evidence-based view of your entire sales team.
You'll see who's in the right role and who isn't. You'll understand which skills and behaviors drive top-performer outcomes, where mindset or capability gaps are limiting execution, and how each rep responds to pressure, conflict, and complexity.
Managers will discover exactly what's needed to become stronger coaches and leaders. Beyond individuals, you'll gain visibility into team-wide patterns that impact culture, process adoption, and pipeline health.
What's Included
Setup & Training
- Role Configuration (2 roles)
- Interpreting Assessments Digital Training (12-month access)
Assessments
- Seller Screening Assessment (role-specific capabilities)
- 2D Assessment (personality & motivators)
Analysis & Strategy
- Team Audit Report + 4-hour Master Coaching Debrief
- Strategy Consultation (2-hour session)
Tools & Reports
- Team Audit Spreadsheet (filterable)
- Individual Coaching Reports + 12-18 month Progress Report
What Does It Cost?
$9,500
Base Package: Team Audit + Assessments for 1 sales manager and 3 salespeople
Additional Manager: $1,200
Additional Salesperson: $800
Get the confidence of an objective system for evaluating your team, showing exactly what they need to improve performance.
What You'll Walk Away With
- A role-by-role capability map showing strengths, gaps, and risks
- A team-wide performance-and-potential analysis
- A coaching plan tied to specific reps, behaviors, and situations
- Role alignment recommendations (who's in the right seat, who isn't, and why)
- A behavioral profile summary that shows how each rep actually sells
- Comprehensive reports + filterable spreadsheet for easy access to the data you need
- Insights into managerial capacity, coaching effectiveness, and leadership gaps
- A prioritized action plan for building a high-performing, scalable team
These insights eliminate guesswork and transform how you hire, coach, and deploy your talent.
How We Support Improvement
Coaching & Development Planning
We help you turn assessment insights into tailored coaching strategies for each rep and manager, based on their specific beliefs, habits, and capabilities.
Team Optimization Consulting
We work with your leadership to align people with the right roles and ensure you have all essential functions covered by those with the necessary mindset and capabilities.
Training Recommendations
We identify the training content (Client Builder Selling, Intentional Sales Management, custom modules, etc.) that best addresses the patterns revealed in your assessment.