Sales Strategy Audit
Why You’re Underearning and Where Growth Hides
When the strategy is weak
Sales are happening, but growth is unmanageable - feast or famine. There's no clear answer to who your best customer is, what you win on against competitors, and how it all ties back to the funnel.
Growth is unmanageable
Sales rise and fall with no clear reason. There's no lever you can actually pull.
No segmentation
You sell to "everyone" - no breakdown by segment, priority, or margin.
A vague offer
The offer sounds like "we're nice people" without a concrete result or benefit.
The team works in silos
Marketing measures clicks, sales measures meetings. There's no shared metric.
No growth map
You want to scale, but you have no segments, offer, unit economics, or priorities.
The owner is stuck in operations
Nothing moves without you - because the rules of the game aren't written down.
A strategy package that gets implemented
The result isn't a report for show - it's a concrete tool for growth.
Segment and priority map
- Which segment is primary, which is secondary
- Where margin and speed of cash live
- What to stop doing to free up resources
ICP and customer profiles
- Who's the decision-maker, who influences, who blocks
- Reasons to "buy now," selection criteria, risks
Positioning and competitive logic
- What we win on - not "quality," but specifics
- Side-by-side comparison: speed, result, risk, service
Offer and product lineup
- Main offer + entry-level product + upsell
- Result framing: before/after, numbers, timing, terms
Funnel and goals tied to reality
- Funnel by meaning, conversion rates, activity plan
- Where the bottleneck is and how to widen it
30/60/90-day rollout plan
- What to do right away, what needs prep
- Who owns it, which metrics to track
Six blocks of strategy
A deep block-by-block analysis - no fluff, no generalities.
A. Goals and economics
Owner goals, unit economics: margin, CAC, LTV, growth constraints.
B. Segmentation and prioritization
Real segments, ranked by profit and speed of cash, with markers of a "bad customer".
C. Competitive map
Main competitors by segment, comparison table, "how they beat us" and "how we beat them".
D. Offer, USP, arguments
Result framing, proof points, common objections and their root cause.
E. Channels and effort allocation
Inbound, outbound, partner, account management. What scales, what's just busy work.
F. Funnel, stages, transition rules
Stages by meaning, transition criteria, "what we win on at each stage".
Our process
A structured process with clear timelines and a deliverable at every step.
Goals, segments, constraints, current sales model
CRM, materials, reports, financial inputs, sample proposals and scripts
Segments, competitors, offer, funnel, priorities
We show where you lose money and what to do about it
You leave with a document and concrete tasks
Minimum from your side
All you need to do is share the data. We handle the rest.
CRM access or export (or reports)
2-3 call recordings or chat threads
Proposals, decks, price lists
Competitor list + 3-5 "how you currently acquire customers"
Straight answers
The questions we hear most often before we start.
Is this about scripts?
No. Scripts are tactics. We lock in the strategy: segments, offer, competitive logic, funnel, goals, and rollout plan.
What if there's no CRM, or the data is a mess?
Fine. Then we run the audit off interviews, deals, and verbal data. We'll also recommend a minimum tracking setup.
What if we sort of have a strategy?
Then we'll pressure-test it: does it hold up against the market, your funnel, your resources, and your economics.
Will you give us a ready-to-go rollout plan?
Yes. 30/60/90 days with priorities, owners, and metrics.
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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