What is a Funnel Assessment?
Most sales teams have a hidden problem: their funnel leaks. Leads slip through the cracks, and underperformance goes unnoticed. But with the right insights, those leaks become growth opportunities. A Funnel Assessment pinpoints exactly where your team is losing deals—whether it’s unanswered calls, missed meetings, or stalled follow-ups. We’ll analyze your CRM data and sales process to show you what’s happening—and how to fix it.
How It Works:
Schedule a Quick Call: We’ll learn more about your team and the challenges you’re facing. CRM Audit: We dig into your data to uncover patterns, gaps, and missed opportunities. Results Session: We’ll walk you through the findings and give you a game plan to move forward.
What You'll Get:
A breakdown of what’s working and what’s not in your sales funnel.
3–5 specific, actionable opportunities to boost performance.
Recommendations you can take back to your team immediately.
A clear view of how much GCI you’re leaving on the table—and how to close the gap.
Find Out What’s Holding Your Team Back
Why Teams ChooseElequate
Elequate isn’t just another tool or training program—it’s a complete solution designed to help your team thrive. From equipping agents with the skills to win more deals to giving leaders the insights to coach effectively, Elequate is built for teams that want results.
50%
Proven Results
Teams using Elequate’s strategies see a 50% improvement in lead conversion rates within 3-6 months. It’s not just theory—it’s a system that works.
80%
Better Connection
Build a team that’s aligned and focused. With strategies to connect agents and buyers face-to-face, your team will capture more opportunities and establish lasting trust.
3x
Leadership Impact
When leaders coach effectively, results follow. Elequate helps team leaders deliver 3x more impactful coaching sessions, turning agents into consistent top performers.
20%
Sell More
Teams that adopt Elequate’s tools and strategies see a 20% boost in total sales, driven by smarter follow-up, better agent training, and measurable accountability.
“Elequate has transformed how we track agent performance. With the platform’s insights, we identified the agents who needed more coaching, and within three months, we saw a 52% increase in conversions!”
– DJ DellaSala, CEO
Data that Moves You
If you've got questions, we have the answers.
The Funnel Assessment is a complimentary review of your sales team’s CRM data. We analyze your pipeline to identify inefficiencies, highlight missed opportunities, and provide 3–5 actionable recommendations to improve performance. The process starts with a quick demo call and takes about a week to complete.
You’ll get a clear picture of where your team is losing leads or underperforming, along with strategies to fix those gaps. Insights may include which agents need coaching, missed follow-up opportunities, or how to optimize lead distribution to increase conversions.
Yes, the assessment is completely free. You’ll walk away with valuable insights and actionable recommendations, whether or not you decide to partner with Elequate for ongoing support.
The Funnel Assessment is designed for team leaders who want to improve lead conversion, increase accountability, and get better results from their sales teams. If you’re managing online leads and wondering how to make your team more efficient, this is for you.
We’ll present our findings and provide actionable next steps. You can choose to implement the recommendations yourself or partner with Elequate to help optimize your team’s performance with our platform, or training services.