Developing an Audit Plan, Schedule, and Topic Selection from Possible Options

• Business Goals, Methods
• Target Market Segmentation
• Value Proposition, Competition
• Sales Channels
• Pricing
• Sales Process
• Team Structure and Responsibilities
• Setting/Monitoring Sales Goals
• Team Recruitment, Onboarding
• Team Motivation
• Integration and Collaboration of Sales, Marketing, Customer Management, and Management

Creating an Overview of the Company

• Business Model
• Revenue Streams
• Market Conditions
• Competitive Landscape
• Overall Processes
• Customer Management
• Responsibilities
• Audit Period Contacts within the Company

Data Collection, Interviews

• Statistics
• Contracts
• Structures
• Marketing Process
• Sales Process
• Customer Management
• Human Resource Management
• Management
• Reporting
• Planning
• Monitoring, Communication

Assessment of Internal Integrations & Collaboration

• Management
• Marketing
• Sales
• Customer Management
• Human Resource Management
• Principles of Collaboration, Meetings
• Other Information Exchange
• Collaboration Process

Risk Assessment

• Topics based addressed SWOT Analyses:
• strengths,
• weaknesses,
• threats,
• opportunities,
• Generalized Company-Specific SWOT Analysis

Verification of Collected Information

• Meetings with Company Contacts
• Analysis and Evaluation of Reports
• Information Exchange via Email/Phone

Analysis of Findings

• Presented as SWOT Analyses in the Audit Final Report.

Final Report / Recommendations

• Detailed report on the conducted audit process:
  • strengths,
  • weaknesses,
  • threats,
  • opportunities,
• Recommendations for Changes

Scope of Growth Consulting related to Auditing

• My B2B Growth consulting auditing service is customizable for companies with a total number of employees up to 150.

• Although the growth consulting audit may briefly touch upon all areas of the company, it primarily focuses on revenue-generating activities:

•  marketing,

•  sales,

•  customer management,
• personnel management related to employees involved in revenue operations.
• When ordering an audit, I recommend requesting a comprehensive package that includes all the topics I offer.
• The benefit to the company of ordering the comprehensive package is an independent, professional assessment of the company’s revenue operations in relation to all key activities affecting revenue.
• The audit process itself provides the client with new perspectives on their business from the very beginning of the process.
• The evaluation answers questions about existing strengths, as well as weaknesses, threats, and opportunities.
•  The final report provides recommendations for changes based on the consultant's experience and general best practices (based on the topics addressed).

Audit Pricing

• The estimated cost of the consulting activity when ordering the comprehensive audit package for the company ranges from €3,500 to €7,000 (excluding VAT).
• The final cost depends on the number of units and employees related to the company's revenue operations and will be specified in the proposal after familiarization with the company.
• For limited-scope audits, the price of the consulting will be detailed in the proposal after familiarization with the company and the scope of the topics.
• The audit price does not include any potential travel expenses incurred by the consultant, which will be billed separately to the client.

Billing
1) 30% of the cost of the work will be paid to the consultant as an advance before the consulting begins
2) 35% of the cost of the consulting will be paid after the initial data is received and approved by the consultant
3) 35% (final payment) will be due after the submission of the final audit report by the consultant.

Resources Required for Successful Auditing

• A trusting relationship between the company's management and the consultant is essential for the success of the audit.

• It is crucial to designate a contact person from the management team through whom the consultant can timely acquire the necessary initial materials for the audit, which must be sufficiently accurate, and who is well-informed about the company's strategy and all revenue operations and topics being addressed.

• The contact person must have access to information related to the company's revenue operations, including personnel management information. The ideal candidate for this role is the CEO.

• I assume that the contact person has the willingness and resources to exchange information with me.

• The time commitment for the contact person related to the audit is approximately 8 to 16 hours over the entire project.

• To achieve objectivity in reviewing the company's revenue operations, the consultant needs to conduct one-time interviews with selected employees (about 5 employees).

• The interviewed employees will be designated in collaboration between the contact person and the consultant. Each individual interview will last up to 1 hour

Duration and Process of the Audit

• The duration of the audit is approximately 6 to 8 weeks after signing the relevant contract and receiving the advance invoice.
• The actual duration depends on how quickly the initial materials are provided to the consultant;
• if the contact person's time resources are limited, it may take longer.

• The audit begins with a free initial consulting meeting at the client's premises or online.
• During the meeting, an overview of the company and the topics of interest will be created.
• This meeting may be followed by the consultant preparing a proposal for conducting the growth consulting-related audit for the company.
• The consultant will submit the price proposal to the client within one week after receiving the request from the client.
• After the client potentially approves the proposal, the consultant will present a contract for the client to sign along with an advance invoice for 30% of the total cost of the work.
• After signing the contract and receiving the invoice, an initial meeting will take place at the client’s premises within a maximum of 2 weeks for the purpose of gathering preliminary data.
• Following the initial meeting, the consultant will provide the contact person with additional information requests in the form of written forms within one week.
• The consultant expects to receive all completed forms from the contact person within 2 weeks.
• Ongoing information exchange between the consultant and the contact person will occur as needed via phone calls, web meetings, or emails.
• The consultant will present a draft audit report to the contact person no later than 3 weeks after receiving and clarifying all initial data.
• This draft will be discussed and revised during a meeting at the client’s premises.
• No later than 1 week after discussing the draft report, the consultant will submit the final audit report to the client, which may be analyzed further at the client’s premises if necessary.