In-depth Sales Process Audit 

Understand what supports your sales performance—and what holds it back

I review your company’s sales processes and management practices to identify obstacles and prioritise improvements.
An in-depth audit is suitable when you need a clearer understanding of sales performance or an independent assessment before making changes. The scope, participants, and timetable are agreed around your business needs.

Book an Introductory Call

What does the review cover?

Depending on the agreed objectives, the review may examine:

• how sales targets and forecasts connect with day-to-day activities;
  
• customer development and sales opportunity management;
  
• sales process stages, responsibilities and information flow;
  
• sales meetings, reporting and follow-through on agreed actions;
  
• management practices that support or hinder sales performance.
  

What will you receive?

• An overview of the strengths and main obstacles in your sales operations.
  
• Recommendations on which improvements to prioritise and why.
  
• A written summary with a prioritised action plan.
  
• A joint discussion of the findings and next steps.
  

Together, we clarify the recommended actions, responsibilities and how progress will be reviewed. Where necessary, I also identify questions requiring further information or separate analysis.

How does the cooperation work?

1. Agree on the objectives and scope

We clarify the questions you need answered and agree on the scope, required information, participants, timetable and fee.

2. Review existing information

I examine the agreed reports, plans and sales materials. A preparatory questionnaire may be used where helpful.

3. Examine how sales activities are organised

We hold a workshop or discussions with the manager and relevant team members. The number and length of meetings depend on the assignment.

4. Discuss the findings and action plan

I provide a written summary, and we discuss priorities and next steps. Support with implementation can be agreed separately.

Frequently Asked Questions

How does this differ from the Sales Capability Assessment?

The Sales Capability Assessment is a two-hour discussion with the business leader to establish an initial overview and identify next steps. The in-depth audit includes more preparation, analysis of agreed materials, and, where needed, input from additional participants.

Do we need to complete a Sales Capability Assessment first?

No. If your needs are sufficiently clear, we can agree on the objectives and scope of an in-depth audit directly.

Is it suitable for a small business?

Yes. The scope reflects your company’s size, sales organisation and the questions you need to resolve.

How long does the audit take?

The timetable depends on the scope, availability of information and participants’ schedules. Meeting dates and the deadline for the written summary are agreed before work begins.

Can we work online or on-site?

Both are possible. We choose the format to suit the assignment and participants.

How is the fee determined?

I prepare a proposal based on the agreed scope. It sets out the work, deliverables, timetable and fee. VAT and any previously agreed travel expenses are added where applicable.

📞 Would you like a clearer picture of what is holding your sales back?

Book a free 20-minute introductory call. We will clarify your needs and discuss whether a Sales Capability Assessment, an in-depth audit, or help with a specific issue would be the best starting point.