If you know sales should be more consistent but cannot see the root cause, a sales process audit creates a practical starting point. We examine how opportunities move from first contact through closing and the handoff to operations.
What we review
- Prospecting habits and lead response.
- Discovery, proposals, and follow-up routines.
- Pipeline stages, deal ownership, and next steps.
- Team coaching and performance expectations.
- Sales-to-operations communication and handoffs.
What you receive
You receive a written summary of the performance gaps, prioritized recommendations, a practical weekly sales scorecard, and an action plan with owners and milestones. Recommendations focus on changes your team can put into practice.
How the review works
We begin with a conversation about your goals and current process. We agree on the information and people involved, review the agreed materials, and walk through the findings together. Scope, delivery timeline, and fee are settled before work starts.
View a sample sales process audit (PDF). This sample uses fictional business details, data, and targets; it is not a client case study.
For owners and established teams
If you handle sales yourself, we focus on a process you can execute now and eventually hand off. With an existing team, we also examine coaching routines and accountability. Ongoing implementation support can be scoped separately.
Talk through your sales challenge.
Start with a complimentary conversation with Evan. We will discuss your goals and decide whether a defined project or ongoing support makes sense.
Book an introductory call ↗