The Success Triangle Assessment — Sophiall

The Success Triangle Assessment

Every business that scales needs three functions led well: bringing in the business, keeping it, and evolving it. Score your team to find the leaders already among them. Everything stays in your browser — nothing is saved or sent unless you choose to download it.

Before you score — what S, K and E mean

SSkills

What they can do. The practical ability to execute the work — write the proposal, run the campaign, manage the delivery, design the offer. Skills show up in action: a high-skill person produces good work today, with their own hands.

KKnowledge

What they know. Their understanding of the field — the methods, the market, the tools, the "why" behind the work. Someone can know a lot without the skill to apply it yet, or execute well without grasping why it works. Knowledge is what lets them make good calls in situations they haven't seen before.

EExperience

How much they've done it. The depth and variety of real practice behind them — how many times, in how many situations, under how much pressure. Experience turns skills and knowledge into judgement: spotting problems early and staying calm when things go sideways.

Optional reference: the 10 questions behind each function

Use these to sense-check your scores. They run from foundational to leadership — someone strong on 1–4 but weak on 8–10 is a solid contributor, not yet a leader of the function.

Marketing / Sales — Bringing in the Business

Foundational
  1. Understands our target market and ideal clients?
  2. Communicates what we do in a way that resonates?
  3. Can follow a sales process — respond, follow up, move deals forward?
  4. Tracks activity and reports on pipeline without being chased?
Advanced
  1. Delivers a pitch or proposal that wins business without you?
  2. Handles objections, negotiates, and closes confidently?
  3. Understands pricing well enough to defend value without discounting?
Leadership
  1. Can build and execute a plan that generates consistent leads?
  2. Can manage the egos of high-value prospects and decision-makers?
  3. Could own revenue growth end-to-end without you driving it?

Customer Experience / Delivery — Keeping the Business

Foundational
  1. Delivers their own work reliably, on time, to standard?
  2. Communicates proactively with clients without prompting?
  3. Handles a routine problem or complaint without escalating to you?
  4. Follows delivery processes consistently rather than improvising?
Advanced
  1. Can onboard a client and run the full delivery cycle without you?
  2. Spots problems early and resolves them independently?
  3. Proactively improves the client experience or adds value?
Leadership
  1. Can manage and motivate a delivery team under pressure?
  2. Could scale the area without quality dropping?
  3. Could run delivery for three months without you at the same standard?

Product / Service Development — Evolving the Business

Foundational
  1. Understands our offerings well enough to suggest improvements?
  2. Stays current with industry trends and competitor moves?
  3. Can gather and organise client feedback into insight?
  4. Can implement improvements based on clear direction?
Advanced
  1. Can design a new offering from concept to deliverable with little guidance?
  2. Tests and validates ideas before committing resources?
  3. Can translate a market opportunity into a concrete offering?
Leadership
  1. Thinks strategically about where the market is heading?
  2. Balances innovation with practical execution that gets sold?
  3. Could own product strategy and a 12-month roadmap without you?

Step 1 — Your time split

Roughly what share of YOUR time goes to each area? Don't worry about hitting exactly 100 — we work from the proportions.

Marketing / Sales
Customer Experience / Delivery
Product / Service Development
Total entered
—

Step 2 — Add your team

Add everyone you'd consider for a leadership role (up to 10). Their names become the columns in the scoring grid below.

Add at least one person to open the scoring grid.
Want to update this later — or take it into the full standalone tool? Download your data, then load it back in next time.

Top candidate for each function

Team strength vs your time

For each function, every team member was scored out of 30 — their Skills, Knowledge and Experience scores (each up to 10) added together.

"Team SKE" adds up those scores across everyone, so the more people you have who are strong in an area, the higher it climbs. "Team %" turns that into a share: of all your team's strength, how much sits in this function.

"Gap" compares that share to how much of your own time you spend there. Green means your team is stronger in that area than the time you put in — a good sign someone can carry it. Red means the reverse: you're spending time where your team is thin, which is exactly where you stay stuck.

If your team's strength mirrors your own time split, the areas you neglect are being neglected by everyone. A negative gap means nobody is covering what you're not doing — that's the dangerous one.

Full team rankings

Tap any function heading (Sales, Delivery or Dev) to rank your team from strongest to weakest in that area. Tap again to reverse it.

Want the deeper read?

This shows you capability. The full Success Triangle diagnostic adds a readiness assessment — how ready each person is to actually lead a function, scored against 30 questions — and plots capability against readiness so you know exactly who to promote, who to develop, and who to keep where they are. Download your data above and take it into the full tool.

The Success Triangle Assessment by Sophiall. © Sophiall.
Your answers stay in your browser. They're never sent to us, to any of our 3rd party systems, or to any server — the tool does all its calculations on your own device. The only saved copy is the file you choose to download, which stays with you.

Straight talk, straight to your inbox.

Insights to free you from the day-to-day, and build a business worth owning and selling. Unsubscribe anytime.

Lifetime Pioneer

End Burnout Fall in Love with your Business

Lifetime Pioneer

End Burnout Fall in Love with your Business

Do You Own a Real Business or a 24/7 Job?

Take 60 seconds to find out.

Join The List to Transform Your Business - and your Life

Sign up to receive daily insights, actionable strategies, and expert advice to help you free up your time, boost profits, and build a sellable business.