Why Audit Your Sales Process?
Revenue is the lifeblood of your business, and sales is the engine that drives it.
Any engine should undergo regular maintenance and diagnostic checks to ensure it is firing correctly, and to help you anticipate any potential issues that might appear in the future.
Sales is a unique function in your business.
Unlike areas such as Operations, HR, Customer Service, if you get Sales wrong, you won’t just waste resources, you will stifle your ability to generate net new business and drive revenue into the business.
It is therefore imperative that your sales efforts are focused in the right places.
There are many reasons for auditing your sales process:
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Gain clarity around how your customers make decisions
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Reduce costs and drive efficiencies with sales technology
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Improve the quality and effectiveness of your sales outreach
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Uncover blind spots in your processes
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Create alignment across Sales, Marketing and Operational business units
A Sales Audit will give you a full review with recommendations of how to improve the sales function in your business and drive repeatable results.
Sales Audits are an inexpensive, low-risk way of making sure you are avoiding the pitfalls that many businesses fall into in their attempts to generate sales pipeline and win new clients.
3 Simple Steps of a Sales Audit
Complete Sales Audit Questionnaire
After booking your Sales Audit you will receive a link to the Sales Audit Questionnaire.
The Sales Audit Questionnaire covers seven key areas and will take you 60-90 minutes to complete, depending on how much information you currently have.
Some areas of this questionnaire will look to build an understanding of your customers and your place in their ecosystem, so to ensure alignment across your business we recommend involving the heads of any departments who touch the customer throughout the buying process.
Once you complete and submit the questionnaire, we will review the findings and produce a report evaluating the current state of your sales operations.
You will be redirected to a calendar booking page to schedule Step 2.
Consultation to Discuss Findings
The aim of this consultation will be to:
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Review the findings in your Sales Audit Questionnaire
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Clarify any questions or discrepancies
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Discuss recommended actions
This will also be an opportunity for you to ask your own questions and clarify any points that may have arisen while you were completing the Sales Audit Questionnaire.
Depending on your location, this can be conducted in person or via Zoom.
Receive Report with Recommendations
After the consultation, you will receive a report detailing the findings from our conversation, as well as subsequent recommended actions to improve your sales operations.
A further conversation can be scheduled if you wish to discuss how we can help you implement some of the recommendations.
If you decide to implement the changes yourself or seek help from a third party, we may be able to refer you to one of our trusted partners to support you with this.
You will receive the written report within 5-7 working days of the consultation.
If relevant to your business and situation, the report may be accompanied by an explainer video.