Find out exactly where your company loses deals and what it costs. A structured review of your sales process, built on your financial and CRM data, interviews with your team, and real sales calls we listen to.
Two real audits with the client names removed. This is what the finished deliverable looks like: every finding tagged with its evidence level, a money model with the formula in plain view, and the criterion that would kill it. Not a pitch about the service, but the actual thing you get in your hands.
About €1.7M in open pipeline and a 17% quote to close rate. Nine findings, one shared funnel model, and rules that stop the same deal being counted twice.
Open the sampleSix deals in 90 days and 11 of 12 proposals with no follow-up at all. Eleven findings, including three data inconsistencies that limit what can be claimed.
Open the sampleMost companies have no idea where the money leaks out between the first contact and the signed deal. All they see is the number at the end, not the weak spots. What you get is not a list of general recommendations, but a concrete picture with a money figure for what you are leaving on the table right now, and a prioritized plan for what to change first.
How many contacts come in, how good they are, and where they come from. Whether there is enough fuel at the top for deals to happen at the bottom.
How many contacts actually make it to a conversation. No-show rates, preparation, and how fast the team responds to a new lead.
How your reps actually run the conversation. Whether they ask questions or present, whether they surface the real pain, where in the call the client is lost. Based on listening to real calls.
What happens to proposals and next steps. How fast they go out, how clearly the next step is agreed, how many simply fade away.
How many warm deals die in the pipeline with no follow-up. Whether repeat purchases and referrals happen, or the client is forgotten after the first deal.
Feel the results should be better, but do not know where the problem actually is.
Want an objective view of their own team's process.
With an existing team and pipeline, where the problem is the process, not a shortage of leads.
Agencies, roofers, insurance brokers, B2B service providers.
Up to 2 weeks, depending on team size and how available the data is.
Whatever historical data you have, CRM access or exports, a description of the sales process, availability for interviews with the team, and ideally 5-10 real sales call recordings per rep.
Yes. The audit report is password protected and the data is used only for the analysis. When the audit closes, everything you sent is deleted from our storage.
A detailed report with a money figure for what you are leaving on the table, a now versus after comparison, findings across every stage and a 90 day plan, plus a concrete implementation plan.
Most likely yes. If you have a sales team and you sell actively, the audit fits, whatever the industry and however you bring in new clients. You do not need to know in advance where the problem is; identifying that is exactly what the audit does.
You can implement the plan yourself, or continue with a Fractional VP of Sales who implements the audit findings and turns them into results.
The price depends on team size and scope. Book a call and I will put together an individual proposal for you.
Request a sales leak audit and get a concrete, money-backed picture of where your process loses deals, and what to change first.
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