What is the Sales Maturity Index™ and how can it help my organisation?
Our Sales Maturity Index™ is a diagnostic tool that helps employers to understand where their organisation currently sits in their approach to successfully selling their products and services. Each organisation that completes the diagnostic will be assessed at operating at a given level from 0-4 across six key areas of sales:
- Sales Function and Leadership
- Pipeline and Prospecting
- Sales Process and Methodology
- Coaching and Performance Management
- Sales Data and Insight
- Adaptability and Resilience
Completing the SMI will give the organisation insight into how they are approaching all key facets of their sales activities. Through an immediately available tailored report, it will highlight issues that are likely to be faced and make recommendations on what to do next. This can generate a sustainable sales team increasing capability, performance, efficiency, effectiveness and results.
The five Levels in the Sales Maturity Index™ provide insight into the likely sales characteristics of an organisation at any given level, the risks associated with being at that level and the organisations’ needs. We use the SMI to support businesses in their growth ambitions, by helping to understand the actions required to move up the maturity index and develop a more strategic approach to all of your sales activities.
Level 1: Transactional – Sales activity at this level is almost entirely reactive, with no consistent process, structure, or strategy in place. There is no formal sales leadership shaping direction, and prospecting tends to happen only when pipeline runs dry.
Level 2: Operational – Some recognisable sales structures are beginning to take shape, with defined roles, basic targets, and informal processes starting to emerge. Execution is inconsistent and largely dependent on individual initiative rather than shared discipline
Level 3: Tactical – The sales function is established, with defined processes, active performance management, and a team that broadly understands how it is expected to operate. The team are producing results, but performance can feel fragmented, with
individual areas of strength sitting alongside noticeable gaps.
Level 4: Strategic – The sales function operates with a clear strategy that is well understood and actively pursued across the team. Process, methodology, coaching, and data are all in place and working effectively. There is a risk that individual elements of the sales function work well independently but are not yet fully integrated into a single, optimised system.
Level 5: Optimal – The sales function operates as a high performing, continuously improving system in which strategy, process, data, and culture are deeply aligned and mutually reinforcing. The team is resilient, adaptable, and highly capable of adjusting to shifting market conditions without losing momentum or direction.



By completing the SMI, you will generate a self-informed baseline for your organisation and will also be given appropriate recommendations to develop your business sales activity to sustainably progress up the maturity index. It will also identify where external and independent expertise is advised to guide, support and accelerate your sales function to the next level.
The SMI focusses on the six core areas that build up to create an effective strategic approach to sales. Attracting, developing, retaining and managing the people, alongside the structure and processes essential for consistently bringing profitable revenue into your organisation.
The aim is to provide a direct focus into 6 specific aspects of sales, whilst linking each to the other, and the wider organisation. In this way we can support organisations that have become stuck in ways of working that, whilst they may seem to work, they negatively impact elsewhere in the business.
Opton 1 – Initial Consultation
An initial conversation with one of our friendly team to discuss your business needs and how we can help.
Arrange a time by calling us on +44(0) 7930 260971, email us at paul@meridiansalesleadership.com or click here to complete our online form.
Price: Free
Option 2 – Diagnostic
Complete the SMI to assess how your company currently operates in respect of your sales function, processes, capability and performance. You will receive a score, your maturity rating level, and a comprehensive report.
You’ll be asked for payment before you can access to the SMI diagnostic tool.
Price: £450 +VAT
Sign-upOpton 3 – Diagnostic + Guidance
A 2-hour online facilitated session where one of our team will take you through all the sections of the SMI.
Alongside the consultant’s recommendations and suggestions, you will also receive a score, your maturity rating level, and a comprehensive report.
Arrange a time by calling us on +44(0) 7930 260971, email us at paul@meridiansalesleadership.com or click here to complete our online form.
Price: £735 +VAT
Option 4 – Full Consultancy
Working with your team during a 2-hour face-to-face or online session, our consultants will take you through each of the sections of the SMI and facilitate a discussion as you complete the diagnostic.
Alongside recommendations and suggestions, you will also receive a score, your maturity rating level, and a comprehensive report with bespoke action plan.
Arrange a time by calling us on +44(0) 7930 260971, email us at paul@meridiansalesleadership.com or click here to complete our online form.
Price: £995 +VAT*
* Additional costs may be required for travel

“The Sales Maturity Index was incredibly comprehensive and provided excellent clarity
Pete Rushmer, CEO
through a highly relevant and well-structured report. The insights and recommendations
gave us a clear direction on where to focus next, with practical actions that helped us
move things forward quickly.”
Flagship Partners

