Skip to content

Sales Audit

Find where deals disappear. We separate a demand problem from a problem with the process, qualification or pipeline management.

Sound familiar?The pipeline is full, but the forecast doesn't come true, It's unclear at which stage customers leave, The CRM doesn't reflect the team's real work

Sales

How we work

1

The last thirty inquiries

Response speed, number of follow-ups, reason for closing.

2

Call recordings

What actually happens in the sale.

3

Qualification and stages

Whether there are criteria and whether they're followed.

4

A map of losses

Where the most money is lost and what to fix first.

Sound familiar?

  • The pipeline is full, but the forecast doesn't come true.
  • It's unclear at which stage customers leave.
  • The CRM doesn't reflect the team's real work.

What usually lies behind it

The most expensive losses in sales aren't refusals but forgotten inquiries: a slow first response, a single attempt to get in touch, no follow-up after "I'll think about it". A salesperson's report won't show this. Call recordings and the timeline of inquiries will.

What you get

  • A map of losses across the pipeline, valued in money.

  • A list of the first process changes.

  • A review of the recordings with concrete examples.

The cost of waiting

If nothing changes

  1. 01

    The team will treat the wrong part of the pipeline.

  2. 02

    Marketing and sales will keep shifting the blame onto each other.

  3. 03

    The forecast will stay subjective.

When you don't need this service

  • There are no call recordings, and you aren't ready to start making them. The audit will then rely on reports and give less.
  • The problem is known, and you need a rebuild. Then building a sales team.

How to tell it worked

Speed of first response

- Share of inquiries with a second follow-up.

Share of losses with a real reason

instead of "too expensive".

Questions

How long does the audit take?

Usually one to three weeks.

Do we need call recordings?

Very much so. They are the only source of truth about what happens in sales.

Will the team see this as checking up on people?

We check how the process is set up, and that's how we explain it to the team.

Related

Services: Sales Management · Building a Sales Team · Marketing Audit Materials: Marketing stopped working: five real reasons · A sales team that doesn't depend on one person

Related to this service

Article · 5 min

Entering a new market: what to check before you go

Expansion fails on three assumptions nobody checked because they seemed obvious, not on execution.

Read: Entering a new market: what to check before you go

How many of your last 30 inquiries got a response within 15 minutes?