INSIGHT

An assessment and dashboard tool that helps you understand your people while driving your growth strategy.

INSIGHT (5) transparent highest resolution
Unlock Your Team’s Full Potential with INSIGHT

INSIGHT is a talent alignment tool that enables business owners and leaders to clearly understand their people, capabilities, and capacity to execute growth strategies.

Developed by Mattson Enterprises Inc., INSIGHT turns assumptions into clear, objective information so you can make informed decisions about your team, how you structure the organization, and where to focus for long‑term growth. 

INSIGHT is not a training program; it is a decision-making tool.

It helps you clearly see three things:

1. The talent and strengths you already have on your team

2. The critical gaps that may be limiting performance,

3. The potential your people have to grow into future roles and responsibilities.

Why INSIGHT?

INSIGHT helps leaders make smarter, more confident decisions about talent, performance, and growth by focusing on four critical areas:

  • Clarify your growth strategy: Understand, in practical terms, whether your current team has the capacity and capabilities to execute your growth plan.

  • Eliminate guesswork: Replace assumptions about people and performance with clear visibility into strengths, gaps, and risks.

  • Evaluate before you hire or acquire: Assess your existing talent capacity before adding headcount or purchasing another business, so investments are grounded in data.

  • Align people with performance expectations: See who is well-matched to their role, who needs targeted development, and where restructuring or optimization will have the greatest impact.

 

The INSIGHT Dashboard

Our intuitive dashboard provides three powerful views:

1. Group Analysis: Understand overall team strengths and performance trends.
 
2. Individual Score Detail: Gain in-depth insights into individual competencies and growth potential.
 
3. Team Comparison: Use visual radar mapping to align existing and potential teams for success.

 How INSIGHT Turns Assessment Data into Clarity 

 

To begin, your team completes a provided in-depth assessment. The results are compiled into a group report and loaded into our dashboard.

Inside the dashboard, you can:

  • View graphs and visual summaries that highlight key patterns and trends

  • Explore detailed breakdowns for each individual on the team

  • Move easily between a close-up view of each person and a high-level view of the entire team

This structure helps you understand both how each individual is performing and how the team functions as a whole.

What INSIGHT Measures:

The DNA of Sales Performance

INSIGHT extends beyond basic performance metrics. It assesses how your people think, behave, and execute by analyzing performance through a set of targeted, disciplined lenses:

1. The KARE Model – How Your Team Manages and Grows Revenue

K – Keep

Retention is the foundation of predictable growth.

Evaluates who:

  • Maintains strong client relationships
  • Delivers consistent value and service
  • Prevents churn before it happens

If you can’t keep clients, everything else becomes more expensive.

A – Attain

This is your new business engine, your hunters.

INSIGHT measures:

  • Prospecting consistency and discipline
  • Ability to open new doors
  • Pipeline creation from net-new opportunities

 This answers: who is actually driving new revenue into the business?

 

 

R – Recapture

One of the most overlooked, and highest ROI, areas.

INSIGHT identifies your team’s ability to:

  • Re-engage dormant or inactive accounts
  • Rebuild trust with past clients
  • Turn “lost” opportunities back into revenue

You’ve already paid to acquire these relationships, why let them stay lost?

E – Expand

Maximizing existing relationships is often the fastest path to growth.

INSIGHT evaluates:

  • Upselling and cross-selling ability
  • Depth of client relationships
  • Proactive account development

Are you fully capitalizing on the clients already in your ecosystem?

2. Hunter vs. Farmer – Role Alignment That Drives Results

One of the biggest blind spots in organizations? Expecting everyone to do everything well.

INSIGHT clearly identifies whether someone is naturally wired as a:

 Hunter 

  • Driven to prospect and pursue new business
  • Energized by rejection and challenge
  • Creates pipeline and opens doors

Farmer 

  • Focused on relationship management
  • Expands and nurtures existing accounts
  • Builds long-term client value

3. 20 Sales Competencies – The Behavioral Layer

Beyond roles, INSIGHT evaluates 20 core sales competencies, including:

  • Drive & ambition
  • Process orientation
  • Handling rejection
  • Decision-making ability
  • Communication style

These are grouped into 6 competency sets:
Keep, Expand, Close, Qualify, Attain, Growth

The 6 Competency Sets

1. Keep

Ability to retain and grow existing client relationships. Focused on maintaining satisfaction, building trust, and identifying upsell and cross-sell opportunities within current accounts.

 

2. Expand

Ability to grow existing accounts by uncovering additional needs and revenue opportunities. Moves beyond order-taking to proactive relationship development and long-term account growth.

3. Close

Ability to lead prospects to a decision. Stays confident through rejection and objections while guiding the sales process from first conversation to commitment.

4. Qualify

Ability to quickly determine fit. Asks the right questions around budget, authority, need, and timing to identify strong opportunities and disqualify poor fits early.

5. Attain

Ability to generate new business. Focused on prospecting, building pipeline, and consistently opening doors to new opportunities outside of existing relationships.

 

6. Growth

Desire and discipline to continuously improve. Committed to developing skills, adapting to market changes, and taking ownership of personal and professional growth.

Key Outcomes

With INSIGHT, leaders gain the ability to:
  • Assess execution capacity: Clearly understand whether your current team can deliver on your growth strategy
  • Choose the right talent actions: See when to hire, when to develop existing people, and when to restructure roles or teams
  • Improve people decisions: Base decisions about performance, promotion, and investment on data instead of assumptions
  • Align talent with strategy: Ensure the right people are in the right roles to support your business objectives
  • Reduce uncertainty in leadership: Make high-impact decisions with greater confidence and less guesswork

Who Benefits from INSIGHT?

INSIGHT is especially valuable for:
  • Business owners: Who need clear insight into whether their current team can support and sustain the company’s growth strategy
  • Senior leaders: Who are deciding whether to hire, develop existing talent, restructure roles, or pursue acquisitions
  • Sales organizations: That want to improve performance, strengthen their pipeline, and drive predictable revenue growth
  • Companies in mergers or integrations: That must quickly understand how well existing talent fits new structures, roles, and expectations

 

Take the Next Step

Transform your team’s potential into real performance. Contact us today to learn how INSIGHT can elevate your business.

Insight
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