Free Assessment · Under Five Minutes
The Sales Management Maturity Check
Score. Diagnose. Decide.
Most sales and contract review procedures pass their audit. Far fewer control what the organization actually promises. This check scores your process across eight elements — on coverage (do you have it) and maturity (does it work).
There is a genuine Controlled band that tells you to stop. A well-implemented certified system is a legitimate place to rest, and an assessment that fails everyone is not an assessment. Answer for what happens on a busy week, not for what the document says.
Which standard applies to you?
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Your Result
Sales Management Maturity Check
Score. Diagnose. Decide.
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Your element-by-element breakdown
You have your score. The breakdown shows which of the eight elements is holding it down, what the specific weakness is in each, and the order to fix them in. Enter your details and it opens below — and we will email you the full report to bring to your next management review.
Thank you — your report is on its way.
We could not restore your answers in this browser, so the breakdown cannot be shown on screen. The full report has been sent to the address you entered. You are welcome to take the check again below — or call 760-434-9141 and we will walk through it with you.
Element Breakdown
Where your score comes from
Priority Order
What to fix first
Improve one element at a time. Attempting to move every element at once is the most reliable way to move none of them.
Welcome back — your score has been restored from this session.
If You Want the Document Rather Than the Homework
The Sales Management Procedure Template & Guide
Every element you were just scored on — already drafted, in editable Word.
This check was built from a complete procedure, not the other way round. The eight elements you just scored are the eight elements the template implements. Where you scored low, the template shows you what a Level 3 or Level 4 version of that element actually looks like on the page.
What is in it
- A channel-enumerated trigger, so the verbal order at a trade show cannot bypass the process
- Single-owner accountability with named alternates for every gating role
- Light and full routing paths with stated criteria, both fully compliant
- The “requirements not stated but necessary” question set, converted into questions a reviewer can answer
- Resolution-of-differences routes, each with an owner and a record
- A contingency path — both what the customer requires of you, and what happens when you cannot deliver
- A records table with no blanks in it, and event-based review triggers
- Appendix A review record built to work as the release gate, plus a desk-level contract review work instruction with worked examples
ISO 9001 — Clause 8.2, 22 pages — $149
ISO 13485 — Clause 7.2, 23 pages, including user training, advisory notices, and supply interruption reporting — $149
Integrated ISO 9001 + ISO 13485 — one procedure, 29 pages, with the integration decision record — $249
It saves you the drafting and the judgment calls. It does not save you knowing your own operation — and you do not need it to act on anything above.
However You Move Forward
We are here to help — whether or not you ever buy anything
This check exists to give you a straight answer about your own process. If the result is useful on its own, take it and act on it. You do not need anything further from us to do that.
If a hand would help:
- Call 760-434-9141 and ask for Diana. A conversation about what your score means and what to tackle first costs nothing and carries no obligation. If fifteen minutes saves you three months rebuilding the wrong thing, that is a good outcome for both of us.
- Watch the ISO Executive Decision Briefs — short leadership-level videos on what a management system is supposed to produce. Free, no form.
- Read the article behind this check for the seven marks in full, with worked examples.
- Ask about a planning session if you want structured help mapping your own procedures, or SurePath if you are building a system from the ground up.
- Take the template if you would rather have the document than write it — details above.
And if you would rather build it yourself from the article, do that. We would rather you end up with a procedure that works than a purchase you did not need.
Diana Lynn is President and Principal ISO Consultant at Management Systems International (MSI), a consulting firm she co-founded in 1998. With 28 years of experience including extensive AS9100 work in MSI’s early years, MSI’s track record includes 80+ certifications supported, 200+ audits attended, and 600+ professionals trained across manufacturing, technology, medical device, government, healthcare, and other regulated industries. Today MSI implements ISO 9001, ISO 13485, ISO 14001, and ISO 45001, with an expanding focus on ISO 7101 healthcare quality.
Want to talk the result through? Call 760-434-9141 to schedule a planning session · Watch the ISO Executive Decision Briefs · Read: what makes a procedure effective
Questions
Sales Management Maturity Check — FAQ
Ask. Answer. Apply.
What does ISO 9001 Clause 8.2 actually require?
ISO 9001 Clause 8.2 has four parts. 8.2.1 covers customer communication, including product information, handling inquiries and orders, customer feedback and complaints, customer property, and contingency actions where relevant. 8.2.2 covers determining the requirements for products and services. 8.2.3 requires review of those requirements before committing to supply, and retention of records of the review. 8.2.4 covers changes to requirements, requiring both that documents are amended and that relevant persons are made aware.
Does ISO 13485 have a contract review requirement?
Yes, but it sits at Clause 7.2, not 8.2. ISO 13485:2016 predates the harmonized ten-clause structure used by ISO 9001, so the numbering does not align. 7.2.1 covers determination of requirements related to product, 7.2.2 covers review prior to commitment, and 7.2.3 covers communication arrangements. ISO 13485 also carries requirements with no ISO 9001 equivalent, including user training determination under 7.2.1(d) and advisory notices under 7.2.3(d).
How do I assess our contract review process?
Score it on two axes rather than one: coverage, meaning whether the requirement is addressed at all, and maturity, meaning whether it works in practice on a busy week. The eight elements worth scoring are inquiry capture, requirements determination, review before commitment, resolution of differences, records, change control, contingency, and competence. This check does exactly that in under five minutes and gives you a band and a priority order.
What is the ISO 9001 contingency requirement, and why is it so often missed?
Clause 8.2.1(e) requires the organization to establish specific requirements for contingency actions, when relevant. It was new in the 2015 revision with no predecessor in the 2008 edition, so during transition there was nothing to map it from and in most organizations it fell through the exercise entirely. The qualifier 'when relevant' finishes the job, because an organization decides it does not apply and never records that determination. If contingency genuinely does not apply to your business, record the decision in one sentence.
How long does the check take, and what do I get?
Seventeen questions on the ISO 9001 path or twenty on the ISO 13485 path, taking under five minutes. You see your score, your band, and a contingency assessment immediately, without entering anything. The element-by-element breakdown and the priority order for fixing things open after you enter your details, and the full report is emailed to you.
Is this a sales pitch?
No. The bands include a genuine Controlled result that tells you a well-implemented certified system is a legitimate place to rest, and that going further is a business decision rather than a compliance one. An assessment that fails everyone is not an assessment. If the result is useful on its own, take it and act on it. If a conversation would help, call MSI at 760-434-9141 with no obligation attached.
Still deciding where to start? Call MSI at 760-434-9141 and ask for Diana. There is no obligation attached to a conversation, and we are glad to help you move forward whether or not you ever become a client. Or read the article behind this check for the seven marks in full.