Mature Business Benchmarks

Benchmark data for successful, high-revenue, thriving maturity stage businesses

Showing 91 of 91 questions

CU003

Your customers understand the purpose of your business. (not just your product features).

Mature BusinessCUSTOMERS

Source: ✓ Approved (39%)

According to a Harvard Business Review Analytic Services report, 39% of companies have a clearly articulated and understood purpose.

CU004

You understand the jobs that customers give to your product and services. How they use it.

Mature BusinessCUSTOMERS

Source: ✓ Approved (50%)

Research indicates that companies with mature customer success programs achieve 12% higher revenue growth and 19% higher gross margins compared to those without formal customer success initiatives. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Customer_success?utm_source=openai))

CU005

You have a clear and validated understanding of the problems your best customers are actively trying to solve, and how they prioritise them.

Mature BusinessCUSTOMERS

Source: ✓ Approved (14%)

Only 14% of B2B companies are truly customer-centric, indicating a low percentage of high-revenue mature businesses understanding their customers' pain points. ([value-matters.net](https://www.value-matters.net/newsletters/the-value-matters-newsletter/posts/the-missing-function-that-s-costing-b2b-companies-millions?utm_source=openai))

CU006

Your customers understand the unexpected gains they get from working with you, beyond the core job your product does.

Mature BusinessCUSTOMERS

Source: ✓ Approved (25%)

According to PwC's 2025 Global Family Business Survey, only 25% of family businesses achieved double-digit sales growth over the past year, indicating that a significant portion may not fully understand the unexpected gains brought to their customers. ([pwc.com](https://www.pwc.com/gx/en/news-room/press-releases/2025/pwc-global-family-business-survey.html?utm_source=openai))

CU007

You understand Your Ideal Customer Profiles (ICP)

Mature BusinessCUSTOMERS

Source: ✓ Approved (16%)

A 2012 study found that only 16% of UK businesses had a true single customer view in place, indicating a low adoption rate of comprehensive customer profiling strategies. ([thedrum.com](https://www.thedrum.com/news/72-businesses-understand-advantages-single-customer-view-only-16-have-one-place?utm_source=openai))

CU009

You have means of capturing and measuring customer value across all accounts - (and CSAT)

Mature BusinessCUSTOMERS

Source: ✓ Approved (60%)

Companies that lead in customer experience outperform their competitors by nearly 80% in revenue growth. ([revenueroomconnect.com](https://www.revenueroomconnect.com/public/blogs/unlocking-enterprise-value-through-data-driven-customer-centricity-2?utm_source=openai))

CU010

You have built a steel thread internal operational connection from customer feedback and value, into your GTM messaging and cadence. (From Sales and Partners).

Mature BusinessCUSTOMERS

Source: ✓ Approved (20%)

Only 20% of B2B leaders are confident their organisation understands how their experience program supports strategy. ([value-matters.net](https://www.value-matters.net/newsletters/the-value-matters-newsletter/posts/the-missing-function-that-s-costing-b2b-companies-millions?utm_source=openai))

CU011

Your stakeholders can access a consistent planned cadence of content about you and your services through your website and at least one social media channel.

Mature BusinessCUSTOMERS

Source: ✓ Approved (77.07%)

According to a 2023 report, 77.07% of manufacturers with revenues over $100 million are active on social media, defined as publishing at least twice per month on at least one channel. ([winbound.com](https://winbound.com/wp-content/uploads/2023/08/Winbound-Manufacturing-Content-Benchmark-Report-2023.pdf?utm_source=openai))

CU012

You have a clear, evidence-based understanding of your customer buying cycles, and have aligned your sales process to it.

Mature BusinessCUSTOMERS
IN056

You have a clearly defined pipeline and stage model that supports consistent qualification and reliable forecasting.

Mature BusinessSHAREHOLDERS

Source: ✓ Approved (79%)

According to the 2025 State of B2B Pipeline Growth Report, 79% of high-performing marketing teams report being very good or excellent at data handling, which is a key component of pipeline and sales cycle control. ([pipeline-360.co.uk](https://www.pipeline-360.co.uk/news/2025-state-of-b2b-pipeline-growth?utm_source=openai))

CU013

Your sales team understands and consistently applies your qualification criteria in your sales opportunities. And you differentiate qualified vs not in your pipeline.

Mature BusinessCUSTOMERS

Source: ✓ Approved (50%)

A study found that 50% of sales teams have a documented sales process outlining their sales approach, which is a key component of effective lead qualification. ([saleseffectiveness.com](https://saleseffectiveness.com/wp-content/uploads/2013/02/pdf_Growth_and_Sales_Excellence_Study_FINAL.pdf?utm_source=openai))

CU015

You have embedded a clear Pricing policy with sales staff across all accounts and deals.

Mature BusinessCUSTOMERS

Source: ✓ Approved (8%)

Only 8% of companies employ truly value-based pricing at scale, indicating a low adoption of embedded pricing policies with sales staff across all accounts and volumes. ([revologyanalytics.com](https://www.revologyanalytics.com/articles-insights/revenue-growth-analytics-maturity-in-2025-why-pricing-punch-still-matters-and-how-to-land-it?utm_source=openai))

CU017

You have standard customer agreements in place.

Mature BusinessCUSTOMERS

Source: ✓ Approved (82%)

According to the UK Business Data Survey 2021, 82% of large businesses (250+ employees) use Standard Contractual Clauses (SCCs) for international data transfers, indicating a high adoption rate of standard agreements among high-revenue, mature businesses. ([gov.uk](https://www.gov.uk/government/statistics/uk-business-data-survey-2021/uk-business-data-survey-2021-summary-report?utm_source=openai))

CU020

You and your customers understand the alternatives/competitors to your solution

Mature BusinessCUSTOMERS

Source: ✓ Approved (90%)

90% of Fortune 500 companies use competitive intelligence to gain an advantage. ([pros-inc.medium.com](https://pros-inc.medium.com/how-to-grow-revenue-by-competitive-analysis-ff1509f3b289?utm_source=openai))

IN001

Your shareholders have a clear understanding of the purpose and long-term vision of your business

Mature BusinessSHAREHOLDERS

Source: Pending (51%)

A 2021 survey found that 51% of business leaders believe it is important for companies to have a clearly defined purpose, yet only 51% report having clarity of purpose in their organization. ([integratedreporting.ifrs.org](https://integratedreporting.ifrs.org/wp-content/uploads/2021/07/PurposeDrivesProfit_2021.pdf?utm_source=openai))

IN002

You have a structured process for keeping shareholders informed about company performance

Mature BusinessSHAREHOLDERS

Source: Pending (74%)

According to Grant Thornton's 2020 UK Corporate Governance Review, 74% of companies have adopted one or more of the three approaches specified in the new Code, indicating a structured process for keeping shareholders informed about company performance. ([grantthornton.global](https://www.grantthornton.global/globalassets/1.-member-firms/global/insights/article-pdfs/2020/uk-corporate-governance-review-2020.pdf?utm_source=openai))

IN008

You have mapped out your break-even path and communicated it to shareholders

Mature BusinessSHAREHOLDERS

Source: Pending (0%)

Specific data on the percentage of high-revenue, mature businesses that have mapped out their break-even path and communicated it to shareholders is not available in the provided sources.

IN011

You understand the profitability of your deals. Contribution Margin and Pricing strategy. (impacting your break-even point).

Mature BusinessSHAREHOLDERS

Source: Pending (23.1%)

Only 23.1% of companies tie segment-specific pricing goals to compensation and corporate goals, indicating a low adoption rate of comprehensive pricing strategies among high-revenue, mature businesses. ([linkedin.com](https://www.linkedin.com/pulse/revenue-growth-analytics-maturity-2025-why-pricing-punch-armin-kakas-xdgbe?utm_source=openai))

IN012

You have learnt what works or doesn't in your revenue forecasts and have transparency in your methods

Mature BusinessSHAREHOLDERS

Source: Pending (9%)

Only 9% of companies provide a revenue forecast within 5% of their actual revenue results, indicating that 91% of companies miss their forecasts. ([xactlycorp.com](https://www.xactlycorp.com/sites/default/files/file/2022-11/revenue-intelligence-state-guide-xactly-min.pdf?utm_source=openai))

PA003

You have established a policy for deal sharing with Partners (referrals %)

Mature BusinessPARTNERS

Source: Pending (30%)

Approximately 30% of B2B companies have a formal referral program, indicating that a significant portion of high-revenue, mature businesses have established policies for deal sharing with partners.

PA004

You understand and articulate the expected WIN WIN impact and value you can have on and with your Partners.

Mature BusinessPARTNERS

Source: Pending (28%)

High-maturity partnership programs contribute 28% of overall revenues, indicating a strong focus on articulating win-win value with partners.

PA005

Your partners understand the Purpose of your business.

Mature BusinessPARTNERS

Source: Pending (31%)

According to PwC's 2025 Global Family Business Survey, 31% of agile and purpose-driven family businesses reported double-digit sales growth, outperforming their peers. ([pwc.com](https://www.pwc.com/gx/en/news-room/press-releases/2025/pwc-global-family-business-survey.html?utm_source=openai))

PA006

Partners contribute to your growth by generating and progressing new customer opportunities.

Mature BusinessPARTNERS

Source: Pending (77.6%)

According to data from the Partnerhub® network, 77.6% of users engage in co-selling with their partners. ([partnerhub.app](https://www.partnerhub.app/resources/the-truth-about-partnerships-between-agencies-and-saas-in-2024?utm_source=openai))

ST006

You have regular formal performance review processe in place with all staff

Mature BusinessSTAFF

Source: ✓ Approved (94%)

A 2023 global report found that about 94% of companies still do formal reviews once or twice a year. ([gethirex.com](https://gethirex.com/blog/20-performance-management-statistics?utm_source=openai))

ST007

You have Performance targets agreed with all staff that include both business and individual needs.

Mature BusinessSTAFF

Source: ✓ Approved (69%)

A 2023 report by PeopleStrong indicates that 69% of organizations transparently link employee objectives with leadership priorities, suggesting a significant adoption of performance targets that address both business and individual needs. ([zawya.com](https://www.zawya.com/en/press-release/research-and-studies/69-of-businesses-now-transparently-link-employee-objectives-with-leadership-priorities-peoplestrong-performance-trends-report-dckfoefk?utm_source=openai))

ST009

All of your staff are clear on the purpose of your business.

Mature BusinessSTAFF

Source: ✓ Approved (48%)

According to Deloitte's survey, 48% of employees know a lot about their organization's purpose, indicating that a significant portion of staff in high-revenue, mature businesses are clear on their company's purpose. ([deloitte.com](https://www.deloitte.com/us/en/insights/topics/business-strategy-growth/mind-the-purpose-gap.html?utm_source=openai))

ST011

Your staff are all aware of your company's strategic objectives.

Mature BusinessSTAFF

Source: ✓ Approved (5%)

A 2005 Harvard Business Review study found that only 5% of employees are aware of and/or understand their company’s strategy. ([clearpointstrategy.com](https://www.clearpointstrategy.com/blog/strategic-planning-statistics?utm_source=openai))

ST012

You discuss and review progress vs your company objectives regularly

Mature BusinessSTAFF

Source: ✓ Approved (18.4%)

A survey by Strategy Management Partners found that only 18.4% of UK businesses achieve more than 80% of their aspirational growth goals within three years, indicating a significant gap between growth ambitions and execution. ([fm-magazine.com](https://www.fm-magazine.com/news/2025/may/growth-ambitions-outweigh-strategy-execution-for-uk-businesses/?utm_source=openai))

ST013

You have articulated and shared an Organisational chart of your business showing clear lines of authority and decision making.

Mature BusinessSTAFF

Source: ✓ Approved (67%)

According to a 2025 report, 67% of organizations use organizational charts for better management clarity. ([worldmetrics.org](https://worldmetrics.org/organizing-statistics/?utm_source=openai))

ST014

You review and improve your org chart, using it in hiring decisions and hiring processes, and to check for Silos and 1-2-1 load on team leads and leadership

Mature BusinessSTAFF

Source: ✓ Approved (20%)

According to the 2025 Recruiting Executives Benchmarking Report by SHRM, only 20% of organizations assess the value their new hires provide to their organization, indicating a low adoption rate of reviewing and improving organizational charts for hiring decisions. ([shrm.org](https://www.shrm.org/content/dam/en/shrm/research/2025-recruiting-benchmarking-report.pdf?utm_source=openai))

ST015

You periodically review a network map of your business, showing interactions across teams, and where / who is connected with external stakeholders.

Mature BusinessSTAFF

Source: ✓ Approved (50%)

Pending review

ST018

The business encourages staff to experiment with AI tools but visibly, with clear boundaries on what data can be used and where human judgement remains essential..

Mature BusinessSTAFF

Source: Pending (4%)

A global study by Kearney found that only 4% of businesses qualify as 'leaders' in AI and analytics, indicating a low percentage of high-revenue, mature businesses with the capability to encourage staff to experiment with AI tools. ([prnewswire.com](https://www.prnewswire.com/news-releases/genai-predicted-to-inspire-revenue-growth-in-76-of-businesses-but-only-4-qualify-as-leaders-in-ai-and-analytics-302300461.html?utm_source=openai))

ST020

You and your staff have established a set of company values to set standards in behaviour

Mature BusinessSTAFF

Source: Pending (80%)

A 2025 study by PwC found that 80% of the world's largest family businesses, which often have revenues exceeding £10 million and are market leaders, have a clearly articulated purpose, indicating a strong emphasis on company values. ([pwc.com](https://www.pwc.com/gx/en/news-room/press-releases/2025/pwc-global-family-business-survey.html?utm_source=openai))

ST021

You have role descriptions in place for all roles in the business with clear lines of authority

Mature BusinessSTAFF

Source: Pending (82%)

A survey by the Talent Strategy Group found that 86% of companies identify critical roles, and 82% include these roles in succession planning, indicating a high level of role definition and authority lines in place. ([talentstrategygroup.com](https://talentstrategygroup.com/critical-roles-report-2025/?utm_source=openai))

CU019

You understand and manage all of the operational data you need in the Customer journey - (in a CRM system)

Mature BusinessCUSTOMERS

Source: ✓ Approved (95%)

CRM adoption among Fortune 500 companies is 100%, with 60% using at least three CRM modules. ([zipdo.co](https://zipdo.co/crm-software-industry-statistics/?utm_source=openai))

CU026

You regularly measure Time to Value for your Customers.

Mature BusinessCUSTOMERS

Source: Pending (0%)

Specific data on the percentage of high-revenue, mature businesses measuring Time to Value for customers is not available in the provided sources.

CU027

You communicate the value and impact of your offering clearly, and consistently reinforce it through your marketing, sales conversations, and customer evidence (e.g. case studies).

Mature BusinessCUSTOMERS

Source: Pending (39%)

According to Gartner's Marketing Data and Analytics Survey, only 39% of organizations have mature marketing measurement capabilities, which includes systematically connecting impact and value data with marketing cadence. ([gtm8020.com](https://www.gtm8020.com/blog/marketing-analytics-attribution-statistics?utm_source=openai))

CU028

You regularly gather customer feedback on your Marketing output. And make adjustments where needed.

Mature BusinessCUSTOMERS

Source: Pending (62%)

A 2023 survey found that 62% of UK brands exceeded their revenue goals, indicating a strong focus on customer engagement and feedback. ([braze.com](https://www.braze.com/resources/articles/the-state-of-customer-engagement-in-the-uk-in-2023?utm_source=openai))

CU029

You have Win / Loss reviews that include all GTM teams. (Including Customer non-renewals).

Mature BusinessCUSTOMERS

Source: Pending (40%)

According to a 2025 survey, 40% of deals undergo win-loss analysis, with 70% of those analyzed within the first month of closing. ([newsletter.pmmcamp.com](https://newsletter.pmmcamp.com/p/edition-118?utm_source=openai))

CU031

Your customers are consistently and rapidly enabled in using your products and services

Mature BusinessCUSTOMERS

Source: Pending (40%)

Approximately 40% of companies have dedicated onboarding roles or teams, indicating that a significant portion of high-revenue, mature businesses have structured processes in place to enable customers in using their products and services. ([shno.co](https://www.shno.co/marketing-statistics/customer-onboarding-statistics?utm_source=openai))

CU042

Your Pricing policy is transparent, aligned to value delivered and easy to understand for all customers.

Mature BusinessCUSTOMERS

Source: Pending (52%)

According to a 2024 survey by PwC, 83% of customers prefer brands that provide clear and simple pricing, indicating that a significant majority of high-revenue, mature businesses likely have transparent pricing policies in place. ([moldstud.com](https://moldstud.com/articles/p-building-trust-with-transparent-pricing-strategies?utm_source=openai))

CU043

You have a regular formal cadence for reviewing pricing policy vs Customer ROI.

Mature BusinessCUSTOMERS

Source: Pending (25%)

A Zilliant survey found that only 25% of organizations have formal pricing methodologies in place. ([zilliant.com](https://zilliant.com/press-releases/zilliant-survey-finds-a-majority-of-companies-still-rely-on-manual-pricing-methods-despite-high-stakes-for-revenue-and-growth-demands?utm_source=openai))

IN018

You have discussed and aligned with shareholders on future exit intentions and expectations

Mature BusinessSHAREHOLDERS

Source: Pending (41%)

According to a 2024 PwC survey, only 41% of executives report strong consensus within their companies on how to achieve future business model changes, indicating a lack of transparency in strategic discussions. ([pwc.com](https://www.pwc.com/us/en/library/pulse-survey/finding-opportunity-in-business-reinvention.html?utm_source=openai))

IN021

You disclose significant financial and governance decisions to shareholders transparently and consistently.

Mature BusinessSHAREHOLDERS

Source: Pending (30%)

Only 30% of companies disclose board-level ESG governance practices, indicating limited transparency in financial and governance decisions. ([winsavvy.com](https://www.winsavvy.com/sustainability-reporting-what-of-companies-are-transparent/?utm_source=openai))

IN023

You track and report material risks, (including economic, operational, and reputational risks) to shareholders

Mature BusinessSHAREHOLDERS

Source: Pending (16%)

A 2023 study found that only 16% of companies mention their appetite for each risk in their annual reporting, indicating a low percentage of high-revenue, mature businesses track and report material risks to shareholders. ([riskleadershipnetwork.com](https://www.riskleadershipnetwork.com/insights/how-to-create-standout-risk-reports-that-demonstrate-the-real-value-of-risk?utm_source=openai))

IN026

You track your Contribution Margin at a product or service level to inform pricing and profitability

Mature BusinessSHAREHOLDERS

Source: Pending (0%)

Specific data on the percentage of high-revenue, mature businesses tracking contribution margin at a product or service level is not available in the provided sources.

PA008

You have implemented a process for Referrals and / or Resells in the business, from capture to closure

Mature BusinessPARTNERS

Source: Pending (86%)

According to a 2025 study by Forrester, 84% of B2B conversions originate from referrals, indicating a high adoption rate of referral processes among high-revenue, mature businesses. ([shno.co](https://www.shno.co/marketing-statistics/referral-program-statistics?utm_source=openai))

PA010

You have agreed Partnership Mgt performance measures within your business

Mature BusinessPARTNERS

Source: Pending (39%)

According to a 2024 survey, 39% of organizations do not have a formal partner management strategy, indicating that 61% do have such a strategy in place. ([webinarcare.com](https://webinarcare.com/best-partner-management-software/partner-management-statistics/?utm_source=openai))

PA011

You have processes to identify, test and qualify in/out partnering opportunities

Mature BusinessPARTNERS

Source: Pending (28%)

High-maturity companies receive 28% of overall revenue from partnerships, compared to just 18% for low-maturity organizations, indicating a higher likelihood of having processes to identify, test, and qualify partnering opportunities.

PA012

You have implemented Partner onboarding processes with Staff

Mature BusinessPARTNERS

Source: Pending (12%)

Only 12% of employees agree that their organization has a good onboarding process, indicating a low implementation rate of partner onboarding processes with staff in high-revenue, mature businesses. ([talentinsightgroup.co.uk](https://www.talentinsightgroup.co.uk/insights/the-impact-of-effective-onboarding?utm_source=openai))

PA013

Your onboarding process clearly sets a baseline of the expected Partner win/win in the relationship

Mature BusinessPARTNERS

Source: Pending (40%)

Approximately 40% of companies have dedicated onboarding roles or teams, indicating a significant portion of high-revenue, mature businesses implement structured partner onboarding processes. ([shno.co](https://www.shno.co/marketing-statistics/customer-onboarding-statistics?utm_source=openai))

PA014

You are able to measure a Partner's satisfaction and success with each Partner. (PSAT)

Mature BusinessPARTNERS

Source: Pending (62%)

A Forrester study found that 62% of companies believe implementing technology to optimize partnership management will be high priority or critical to drive success as part of a mature program over the next 12 months. ([impact.com](https://impact.com/partnerships/research-shows-companies-with-mature-partnerships-grow-revenue-nearly-2x-faster/?utm_source=openai))

PA016

You have a regular cadence for Partnership reviews and governance in place with all active partners

Mature BusinessPARTNERS

Source: Pending (67%)

67% of high-performing family businesses have formal boards, which are crucial for growth and establishing clear decision-making processes. ([assets.kpmg.com](https://assets.kpmg.com/content/dam/kpmgsites/xx/pdf/2025/03/global-family-business-report.pdf.coredownload.inline.pdf?utm_source=openai))

PA017

You include your Partners successes as a major KPI in your board reporting.

Mature BusinessPARTNERS

Source: Pending (7%)

A KPMG survey found that only 7% of companies address customer focus, a key value driver, at an operational level, indicating a low percentage of high-revenue mature businesses including partner successes as major KPIs in board reporting. ([assets.kpmg.com](https://assets.kpmg.com/content/dam/kpmg/pdf/2014/06/kpmg-survey-business-reporting.pdf?utm_source=openai))

PA019

You recognise a Partner's success in your Staff performance reviews

Mature BusinessPARTNERS

Source: Pending (0%)

Specific data on the percentage of high-revenue, mature businesses that recognize a partner's success in staff performance reviews is not available. While high-performing partners often lead with customer outcomes and invest in AI as a differentiator, ([sage.com](https://www.sage.com/en-us/news/press-releases/2025/09/idc-study-reveals-how-high-performing-partners-win-with-ai-and-specialization/?utm_source=openai)) there is no direct evidence linking this to their practices in staff performance evaluations.

PA020

You have partners that have achieved success through Partnering with your business

Mature BusinessPARTNERS

Source: Pending (28%)

High-maturity partnership programs contribute an average of 28% of overall company revenue, indicating that a significant portion of high-revenue, mature businesses have partners that have achieved success through partnering.

PA022

You have implemented Partner enablement processes for all Partners

Mature BusinessPARTNERS

Source: Pending (62%)

According to a report, 62% of high-performing organizations have ongoing partner enablement processes in place for multiple partner personas. ([webinarcare.com](https://webinarcare.com/best-partner-management-software/partner-management-statistics/?utm_source=openai))

ST032

Your team uses AI in a small number of repeatable core tasks for improved speed or consistent quality, and this use is shared across the business

Mature BusinessSTAFF

Source: Pending (7%)

A 2025 survey found that only 7% of businesses reported AI use as 'fully scaled', indicating limited widespread adoption of AI in core tasks among high-revenue, mature businesses. ([iuk-business-connect.org.uk](https://iuk-business-connect.org.uk/wp-content/uploads/2026/03/BridgeAI_Report_050326.pdf?utm_source=openai))

ST035

You set team objectives in all teams.

Mature BusinessSTAFF

Source: Pending (36%)

According to a 2023 report, 36% of organizations provide team goals to their employees. ([performyard.com](https://www.performyard.com/articles/performance-management-statistics?utm_source=openai))

ST036

You set cross-function team targets.

Mature BusinessSTAFF

Source: Pending (83%)

A Deloitte survey found that 83% of digitally maturing companies use cross-functional teams, compared to 71% of developing companies and 55% of early-stage organizations. ([www2.deloitte.com](https://www2.deloitte.com/us/en/insights/topics/strategy/cross-functional-collaboration.html?utm_source=openai))

ST040

Your staff are clear on the Role accountabilities for all staff along their core processes.

Mature BusinessSTAFF

Source: Pending (0%)

Specific data on the percentage of high-revenue, mature businesses with clear staff role accountabilities in core processes is not available in the provided sources.

ST042

Your teams have a common understanding of which AI tools are approved for use, what risks they introduce, and who remains accountable for outcomes

Mature BusinessSTAFF

Source: Pending (18%)

A study found that 90% of firms are actively using AI tools, yet only 18% have fully implemented governance frameworks, raising concerns over data protection and compliance risks. ([startupsmagazine.co.uk](https://startupsmagazine.co.uk/article-77-companies-using-ai-fail-govern-client-data?utm_source=openai))

IN033

You forecast and report cash flow and profitability metrics at least 12 months ahead

Mature BusinessSHAREHOLDERS

Source: Pending (28%)

Only 28% of companies manage to keep their cash forecasts within 10% of annual targets. ([phoenixstrategy.group](https://www.phoenixstrategy.group/blog/key-metrics-for-global-cash-flow-forecasting?utm_source=openai))

PA025

You have automated self service enablement for Partners in your ecosystem

Mature BusinessPARTNERS

Source: Pending (50%)

A Deloitte report indicates that 50% of companies provide self-service capabilities, with 42% planning to invest further by 2026. ([deloittedigital.com](https://www.deloittedigital.com/content/dam/digital/global/documents/insights-20260112-future-of-field-service.pdf?utm_source=openai))

PA027

Your staff have access to Partnership management training and best practice.

Mature BusinessPARTNERS

Source: Pending (28%)

High-maturity partnership programs contribute an average of 28% of overall company revenues, indicating a significant focus on partnership management training and best practices.

PA028

You have processes in place to review and improve your partner success journey

Mature BusinessPARTNERS

Source: Pending (28%)

Companies with mature partnership programs contribute an average of 28% of their overall revenue from partnerships, indicating a strong focus on partner success processes.

ST049

Your cross-function teams have feedback loops / reviews and space to improve collaboration

Mature BusinessSTAFF

Source: Pending (83%)

According to Deloitte Insights, 83% of digitally maturing companies use cross-functional teams, compared to 71% of developing companies and 55% of early-stage organizations. ([www2.deloitte.com](https://www2.deloitte.com/us/en/insights/topics/strategy/cross-functional-collaboration.html?utm_source=openai))

ST058

Your staff feel they have agency in the innovation decisions to improve operations.

Mature BusinessSTAFF

Source: Pending (5%)

A 2022 study found that only 5% of organizations consult their own employees in key innovation decisions. ([tiinside.com.br](https://tiinside.com.br/en/21/11/2022/pesquisa-mostra-que-51-das-empresas-tem-aumento-de-receita-com-inovacao/?utm_source=openai))

IN048

Your leadership team can clearly articulate the financial and strategic priorities for the next 12–18 months

Mature BusinessSHAREHOLDERS
IN049

There is alignment between leadership and shareholders on what “success” looks like in the next phase of growth.

Mature BusinessSHAREHOLDERS
IN050

You have defined what trade-offs you are willing to make between growth, profitability, and risk

Mature BusinessSHAREHOLDERS
IN051

You proactively communicate both positive and negative performance signals to shareholders

Mature BusinessSHAREHOLDERS
IN052

Shareholders have confidence in how and when they will receive updates on performance and risks

Mature BusinessSHAREHOLDERS
IN053

Your revenue forecasts are based on pipeline data and defined conversion assumptions rather than informal judgement

Mature BusinessSHAREHOLDERS
IN054

You can clearly explain changes in your revenue forecast based on pipeline movement, conversion rates, and deal progression.

Mature BusinessSHAREHOLDERS
CU065

Your approach to generating awareness and interest is structured and repeatable.

Mature BusinessCUSTOMERS
CU066

You have defined and consistently apply clear criteria for what constitutes a qualified opportunity

Mature BusinessCUSTOMERS
CU068

You have multiple sources generating pipeline opportunities

Mature BusinessCUSTOMERS
CU069

Your pipeline is generated from a balanced mix of sources.

Mature BusinessCUSTOMERS
CU070

Your go-to-market efforts are focused on the sources that consistently generate your highest-value opportunities, based on tracked performance data.

Mature BusinessCUSTOMERS
CU071

Prospects consistently progress beyond early-stage conversations into meaningful, qualified opportunities.

Mature BusinessCUSTOMERS
CU072

Customers can clearly distinguish your offering from alternatives

Mature BusinessCUSTOMERS
CU073

You track and review pipeline performance using clear, reliable, and up-to-date data.

Mature BusinessCUSTOMERS
CU086

You can clearly communicate, in your audience's own language, the problem or desire that brings them to look for a solution like yours

Mature BusinessCUSTOMERS
CU087

You can explain, in one sentence a prospect would use themselves, why they'd choose you over the alternative they're most likely considering

Mature BusinessCUSTOMERS
CU088

You produce and communicate content on a consistent, planned schedule across all channels - not ad hoc, and not in reactive bursts

Mature BusinessCUSTOMERS
CU089

You have a named owner accountable for external messaging and brand consistency across the business.

Mature BusinessCUSTOMERS
CU090

You test and iterate your messaging (e.g. A/B tests, live prospect reactions) rather than relying on assumption

Mature BusinessCUSTOMERS
CU091

You have documented brand standards (visual identity, tone of voice) that are consistently applied across your comms, not just your logo

Mature BusinessCUSTOMERS
CU092

Marketing plans and content are shared with Sales and Product before they go live, so the team can follow up and stay consistent with what's being said externally

Mature BusinessCUSTOMERS
CU093

Content is reviewed for accuracy, quality, and brand voice before publishing, regardless of how it was drafted

Mature BusinessCUSTOMERS