STS Questionnaire Sales Strategy

Company Overview

Sales Strategy

Client Acquisition

Sales Team & Structure

Sales Process

Client Retention & Expansion

Past Sales Initiatives

Sales Forecasting & Reporting

Competitive Landscape

Future Growth & Expansion Plans

OVERALL SALES STRATEGY

What is the current go-to-market strategy for STS Capital, and how is it executed? (e.g., member referrals, inbound leads, outbound efforts)

Who are STS Capital’s largest direct competitors?

What is the key differentiator in the STS Capital experience compared to direct competitors?

Who are the largest indirect competitors (e.g., 1:1 coaching, advising)?

How does STS Capital’s sales strategy set it apart from direct competitors?

Which origination points for net new leads are most profitable for STS Capital, and how is this determined? Which origination points contribute most to EBITDA?