Funnel and customer base
Deal stages, conversion, loss reasons, repeat sales and inquiry handling.
Business & sales audit
Understand where sales are lost and which changes deserve priority.
Discuss this serviceWhen this service fits
- Target attainment is inconsistent and the reasons are unclear.
- The CRM and reports do not provide a coherent picture.
- You need to understand what to change before redesigning sales.
Scope of work
An audit is useful when there are many explanations for weak performance but no shared understanding of the facts. We examine how inquiries are handled, deals are managed, responsibilities are allocated and decisions are made. The depth of review is agreed for your challenge.
Team and leadership
Roles, ownership, capabilities, daily working practices and cross-team coordination.
CRM and metrics
Data quality, target-versus-actual reviews, reporting and the connection between KPIs and actions.
Processes and incentives
Operating standards, regular reviews, task management and performance-related pay.
What you receive
- A review of bottlenecks grounded in available data and interviews.
- Priorities explaining what to change first and why.
- An action plan with owners and review criteria.
How the engagement begins
In the first conversation we define the scope and data needed. Following the review, we discuss the findings and next steps. Implementation can be handled by your team or as a separate engagement with us.
Discuss your challengeBefore we start.
What information do you need?
Available sales metrics, team and process descriptions, and CRM access or exports. We agree on the list and access arrangements before starting.
Does an audit include rebuilding the team?
No. It is a standalone engagement with findings and an action plan. Implementation work is scoped separately.
What if the data is incomplete?
We document limitations and supplement the picture with interviews and deal reviews. Findings distinguish confirmed facts from questions that need further checking.
Let’s discuss
what needs to change.
Leave your contact details and a few words about the situation. We will start with your challenge and suggest an appropriate scope.
- Clarify your challenge and starting point.
- Propose a scope of work and fees.
- Agree on terms before the project starts.