Service
Sales Process Audit for revenue clarity.
A focused audit of how leads are captured, qualified, handled, followed up and reported — with a clear roadmap for fixing the leaks that actually cost revenue.
Who it's for
- Owners who suspect the funnel is leaking but cannot see where.
- Sales heads preparing to invest in automation or new tools.
- Investors and operators conducting commercial due diligence.
- Teams after a CRM rollout that did not stick.
Problems it solves
- Unclear where leads are lost in the funnel.
- No baseline metrics for response time, qualification or follow-up.
- Multiple tools doing overlapping jobs.
- Reporting that disagrees with itself.
How it works
- 1Map current lead sources and end-to-end flow.
- 2Interview sales, marketing and operations stakeholders.
- 3Review CRM data, ad data and website analytics.
- 4Identify the highest-impact revenue leaks.
- 5Build a prioritised remediation roadmap.
- 6Present findings to the leadership team.
Diagnose before you invest
We strongly recommend an audit before any major automation investment. It usually saves more than it costs by avoiding the wrong fix.
Frequently asked questions
How long does an audit take?+
Typically one to three weeks depending on company size.
Do you need access to our CRM?+
Read access is sufficient for most audits.
Do you implement the fixes too?+
We can — but you are free to use the roadmap with any partner.
Ready to see it on your numbers?
Book a working session — we map your lead flow live and show where the leaks are.