Sales Process Audit
From First Contact to Payment
When you need a process audit
Leads come in, but deals don't make it to payment. Salespeople work in different ways. Deals stall for weeks. The owner is constantly closing them by hand.
Leads in, payments missing
Leads come in, but deals don't make it to payment - the funnel isn't working.
Salespeople work differently
Each salesperson runs a deal their own way - there's no shared standard.
Deals stall
Deals sit for weeks with no movement, and no one knows what to do next.
No transition criteria
Lots of stages in the funnel, but the point of each one isn't clear - no transition criteria.
Owner closes by hand
The owner constantly steps in and pushes deals over the line manually.
Growth isn't capped by demand
Growth isn't capped by demand, it's capped by chaos - you can't scale what isn't documented.
A clear, documented, manageable sales process
The result isn't a report for show - it's a concrete tool for growth.
Sales process map
- The customer's path step by step
- What the salesperson does
- Decision points and checkpoints
Deal stage definitions
- Why each stage exists
- Entry and exit criteria
- Salesperson's responsibility and common mistakes
Bottlenecks and losses
- Where customers most often drop off
- Where salespeople lose control
- Where the process is overloaded
Optimization recommendations
- What to simplify
- What to drop
- What to standardize and where to tighten oversight
Rollout plan
- Quick fixes and structural changes
- Control metrics
Six blocks of analysis
A deep block-by-block analysis - no fluff, no generalities.
A. First contact
Response speed, quality of the first conversation, capturing needs, lead qualification.
B. Discovery work
Depth of questions, understanding of the customer's job, capturing pain and value.
C. Solution presentation
Pitch logic, fit to the customer, overload or vagueness.
D. Objection handling
Why objections show up, when they appear, how the salesperson reacts.
E. Deal close
Locking in agreements, the next step, closing without pressure.
F. Handoff to delivery / account
What gets promised, what gets handed over, where trust gets lost.
Our process
A structured process with clear timelines and a deliverable at every step.
Lock in the current process and pain points
Real deals, stages, salesperson behavior
Process map, bottlenecks, solutions
We walk through how to roll it out without stopping sales
Minimum from your side
All you need to do is share the data. We handle the rest.
CRM access or deal export
Call recordings and chat threads
Current stage definitions (if any)
Product knowledge and terms
Straight answers
The questions we hear most often before we start.
Is this about scripts?
No. Scripts are part of the process, not the foundation.
Does it fit complex B2B deals?
Yes. The harder the deal, the more the process matters.
Can we roll it out in stages?
Yes. We give you priorities, not "all at once".
What if our salespeople run different processes?
That's exactly the problem. We fix it.
Ready to find out exactly where you're losing money? Book a 30-minute review - we'll figure out together whether you need this audit and what it'll move.
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