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Sales Process Audit

A scalable, repeatable, controllable sales system starts with an audit. 

Diagnose the Leaks. Fix the System. Unlock Predictable Growth.

If your sales team should be performing better — but isn’t — the issue is rarely effort.

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It’s almost always process.

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Our Sales Process Audit gives you a clear, evidence-based diagnosis of what’s holding your revenue back — and a practical roadmap to fix it.

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No fluff. No theory. Just commercial clarity.

Who This Is For

​This is designed for established subcontractors who:

  • Already have a sales team in place

  • Feel revenue isn’t reflecting market opportunity

  • Want to scale in the next 6–18 months

  • Suspect inconsistency, underperformance, or inefficiency

  • Are unsure whether the issue is people, process, leadership — or all three

If you’re asking:

  • “Why aren’t we converting more of the opportunities we’re quoting?”

  • “Why does performance vary so wildly between reps?”

  • “Why are we busy — but not growing?”

  • “Why does everything depend on one or two individuals?”

This audit will give you answers.

What’s Really Happening in Most Sales Teams

In our experience, underperformance usually comes down to one or more of the following:

  • No clearly defined, documented sales process

  • Weak qualification leading to time wasted on poor-fit opportunities

  • Poor pipeline visibility and forecasting

  • Reactive quoting rather than proactive selling

  • Inconsistent follow-up

  • No clear performance accountability

  • Leadership focused on activity — not conversion

 

The result?

Revenue that feels unpredictable.
Growth that feels fragile.
And leadership that lacks clear control.

What the Sales Process Audit Actually Delivers

This is not a generic review.

It’s a structured commercial deep-dive into how revenue is truly being generated inside your business.

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We assess:

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1. Sales Process Design

  • Is there a defined, stage-based process?

  • Are exit criteria clear at each stage?

  • Do your team actually follow it?
     

2. Qualification & Opportunity Management

  • How are opportunities qualified?

  • What percentage of pipeline is genuinely viable?

  • Where are deals stalling — and why?
     

3. Conversion & Win Rates

  • Stage-by-stage conversion analysis

  • Lost deal patterns

  • Margin leakage points
     

4. Sales Leadership & Accountability

  • How performance is measured

  • Meeting structure and pipeline reviews

  • Coaching effectiveness
     

5. Systems & Reporting

  • CRM usage and accuracy

  • Forecast reliability

  • Visibility at leadership level

What You Receive

At the end of the audit, you receive:

A detailed diagnostic report

  • Clear identification of revenue leaks

  • Prioritised improvement roadmap

  • Immediate “quick win” recommendations

  • Strategic guidance for 3–6 month improvement


You will know:

  • Exactly what’s broken

  • Exactly what’s costing you money

  • Exactly what to fix first


No ambiguity. No guesswork.

Why External Audit Matters

Internal reviews rarely work.
 

Teams protect themselves. Leaders protect their systems. Assumptions go unchallenged.
 

We bring:

  • Objectivity

  • Commercial experience

  • External perspective

  • Data-driven analysis

  • Zero politics
     

This isn’t about blame.

It’s about building a revenue engine that performs predictably.

What This Is  Not
Expected Outcomes

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  • It’s not a generic training programme

  • It’s not a motivational workshop

  • It’s not a “shadow your reps for a day” exercise

  • It’s not theoretical consultancy

 

It is a structured commercial intervention designed to produce measurable performance uplift.

Clients typically see:

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  • Improved qualification discipline

  • Stronger pipeline visibility

  • Increased win rates

  • More accurate forecasting

  • Greater sales accountability

  • Reduced revenue volatility

 

The goal is simple:

A scalable, repeatable, controllable sales system.

How It Works

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  1. Initial consultation call

  2. Data request & documentation review

  3. Stakeholder interviews

  4. Pipeline and conversion analysis

  5. Findings presentation

  6. Improvement roadmap delivery
     

The process is efficient, discreet, and minimally disruptive.

Book a Confidential Consultation

If you suspect your sales function is underperforming — or if you’re planning significant growth — this is the first step.

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Let’s establish whether an audit would create measurable value for your business.

 

Book a confidential consultation today.

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