Sales Team Audit
Structure, Roles, Results
When you need a team audit
Salespeople seem to try, but the plan isn't met. Strong people burn out, weak ones coast. There's no clarity on who actually brings in money and who slows growth down.
Plan isn't met
The team seems to be working hard, but the plan misses month after month. The reason isn't clear.
Strong people burn out
Top performers burn out, weaker ones coast on the shared inbound flow.
One person carries the team
One salesperson drives the whole result, the rest are background noise - that's a structural risk.
Sales head stuck in operations
The sales head is always busy, but results are unstable. There's no time left for actual managing.
Growth is capped by people
It's not lead flow holding you back, it's people - and you don't know who to develop or replace.
No view of contribution
No clear sense of who brings in money and who's just creating motion.
A managed team instead of chaos
The result isn't a report for show - it's a concrete tool for growth.
Roles and accountability map
- Who actually owns what
- Where there's duplication
- Where the gaps are that no one is closing
Performance review for each person
- Revenue contribution, quality of work
- Manageability and growth potential
Role profiles
- Who you actually need to hire
- Which roles are missing
- Who's currently in the wrong seat
Recommended changes
- Who to develop, retrain, or move out
- How to reshape the structure without breaking the team
30/60/90-day action plan
- Quick fixes and structural changes
- Checkpoints and metrics
Five blocks of analysis
A deep block-by-block analysis - no fluff, no generalities.
A. Team structure
Roles (salespeople, account managers, sales head, assistants), the role-to-volume ratio, and structural bottlenecks.
B. Functions and workload
What each person should do, what they actually do, and where the workload is misallocated.
C. Individual performance
Plan attainment, stage-by-stage conversion, average order value, consistency of results.
D. Behavior and skills
Conversation skills, objection handling, discipline, adherence to standards.
E. Manageability
How they take feedback, follow through on tasks, and grow into harder work.
Our process
A structured process with clear timelines and a deliverable at every step.
Structure, goals, current roles, owner expectations
CRM, KPIs, activity, results
People, roles, interactions
We walk through decisions and change scenarios
Minimum from your side
All you need to do is share the data. We handle the rest.
Access to CRM or reports
List of people and roles
Current KPIs and compensation plan
Ability to listen to calls
Straight answers
The questions we hear most often before we start.
Is this an HR audit?
No. This is a team-effectiveness audit through the lens of sales and revenue.
Will you tell us who to fire?
We'll show you the facts and the scenarios. The decision belongs to the owner.
Can we avoid firings?
Often yes - by changing roles and focus areas.
Does it work for a small team?
Yes. Even with 2-3 salespeople, a structural mistake gets expensive fast.
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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