Business assessment: understand capabilities before you propose

Evaluate business capabilities, maturity, and readiness with structured assessments. Generate insights that inform proposals and project plans.

A business assessment provides a structured way to evaluate an organisation's capabilities, maturity, and readiness across key dimensions. Whether you're a consultant preparing for an engagement or a sales team qualifying a prospect, a business assessment reveals strengths, gaps, and priorities that inform your approach. Talkpoint's business assessment generates category scores across areas like strategy, operations, technology, people, and governance. AI-generated talking points help you have productive conversations about findings and recommendations. The best business assessments combine quantitative scoring with qualitative insights, creating a comprehensive picture that goes beyond surface-level observations. When you conduct a business assessment systematically, you gather consistent data that makes comparison and prioritization straightforward. This structured approach helps consultants scope engagements more accurately and helps sales teams position solutions more effectively.

How it works

From scan to conversation in three simple steps

1

Design your assessment

Create questions that map to business dimensions you want to evaluate—strategy, operations, technology, people, governance.

2

Gather responses

Send the business assessment to stakeholders, clients, or prospects. Collect multiple perspectives for a complete picture.

3

Analyze and act

Review category scores and AI insights from your business assessment. Use findings to inform proposals, plans, or recommendations.

What you get

Everything you need to start better sales conversations

Capability scoring

See how the business scores across dimensions like strategy, operations, technology, and people in your business assessment.

Maturity insights

Understand where the business is mature versus developing, helping you tailor your approach appropriately.

Gap identification

Category charts in your business assessment highlight where capabilities are strong and where development is needed.

AI recommendations

Get AI-generated talking points from your business assessment that help frame conversations about findings.

Professional reports

Export business assessment results as branded PDFs to share with clients or stakeholders.

Multi-stakeholder views

Compare responses from different stakeholders in your business assessment to understand alignment and divergence.

When to use this

Common scenarios where this approach adds value

Consulting engagements

Conduct a business assessment at project start to establish baseline capabilities and inform your approach.

Sales qualification

Use a business assessment to understand prospect needs and readiness before proposing solutions.

Strategic planning

Run a business assessment to understand current state before setting goals and priorities.

Transformation programs

Assess business capabilities before and during transformation initiatives to track progress.

Example talking points

AI-generated conversation starters based on scan responses

AI-generated talking points
  • 1The business assessment shows strong operational maturity but highlights strategic alignment as an area needing attention.
  • 2Technology capabilities score high in the business assessment, which supports your digital transformation goals.
  • 3The business assessment reveals gaps between leadership vision and operational reality that we should address.
  • 4Based on the business assessment, I recommend focusing on people capabilities first, as they enable other improvements.

Ready to start better conversations?

Create your first scan and see how structured insights transform your sales process.

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Business Assessment - Evaluate Capabilities and Readiness | Talkpoint