Sales department audit

We assess how your sales process currently works and show you what changes will transform individual manager actions into a managed system

Where sales leak

  • A new hire takes too long to reach results

  • The target depends on the team’s mood

  • The owner ends up closing difficult deals alone

  • When a top seller leaves, revenue drops

What changes

After the diagnostic you have one picture of the sales operation instead of several opinions about it

Today

  • Sales results depend on individual managers
  • The process lacks transparency
  • Managers cannot see where customer drop-off happens
  • There is no single picture of pipeline drop-off

Sales department audit

After the audit

  • You see where clients drop off and what that costs
  • Changes are prioritized in the right implementation order
  • A client journey map pinpointing leaks at every stage
  • Review of calls, CRM and process joined into an action plan

Indicative cost

Pricing guidance for budget planning

Sales department auditWe identify hidden deal-loss points, analyse current processes and deliver a step-by-step roadmap to strengthen sales7 business daysapproximately $600–$900

We assess how your sales process currently works and show you what changes will transform individual manager actions into a managed system

When this service is needed

Sales results depend on individual managers; the process lacks transparency, and managers cannot identify exactly where the risk of losing a customer or money lies

What you receive

  • A diagram showing the customer journey from initial contact to payment, including customer drop-off points
  • business process analysis, CRM, calls, and chats
  • A list of risks and recommendations for addressing them, prioritized
  • Action plan for the next 30–90 days
Who it suits
Small and medium-sized businesses with sales managed by sales representatives
Next step
Sales System Transformation or CRM Health Check
Learn more →Discuss your task

What you receive

  • Customer journey diagram with drop-off points

  • Business process analysis, CRM, calls, and chats

  • Prioritized list of risks and how to address them

  • Action plan for the next 30–90 days

How this runs through our methodology

The format, intensity and duration of support are agreed separately and depend on how critical the solution is, the number of integrations, the level of support expected and the plans for further development

The package that includes this

Diagnostics, department systematization, communication standards, and a management dashboard—all in a single, coordinated package

Frequently asked questions

Short answers to the questions that clarify how working together actually works