Interactive Resource Hub
Tools, calculators & assessments
Free, interactive tools to evaluate sales performance, size lead generation opportunity, measure retention upside, and assess your readiness for AI automation — without booking a call.
Section 01
Calculators
Quantify the upside before you invest. Each calculator runs locally — no signup required.
Lead Generation ROI Calculator
Estimate the leads, meetings, and budget required to hit a specific revenue target.
Open CalculatorCRM ROI Calculator
Estimate the revenue impact of cleaning and enriching the data already in your CRM.
Open CalculatorCustomer Retention Calculator
Estimate the revenue impact of improving retention by a few percentage points.
Open CalculatorSection 02
Assessments
Benchmark your current sales motion and get prioritized recommendations.
AI Sales Automation Assessment
Score your readiness for AI across prospecting, follow-up, and CRM workflows.
Start AssessmentSales Process Audit
Score your current sales process across six dimensions and get prioritized fixes.
Start AuditSales Process Scorecard
25-question scorecard across lead generation, pipeline, follow-up, retention, and automation.
Start ScorecardLead Generation Audit Worksheet
Evaluate your lead sources, lead quality, follow-up process, and pipeline gaps with this interactive audit worksheet.
Start WorksheetKeep learning
Browse the full Resource Center for articles, guides, and frameworks behind every tool.
Visit Resource CenterExplore services
See how Circle Sales Agency implements the systems behind each tool.
Want help interpreting the numbers?
Bring your tool outputs to a 30-minute strategy call and we'll walk through what's realistic, what's at risk, and what to do next.