Review your sales engine and get an action plan
We map your pipeline, processes, team, CRM and results. You receive a clear report and a prioritised action plan for the next 90 days.
Sales audit gives a B2B company a fact-based picture of where sales stands today and where the biggest growth opportunities lie. We review strategy, target market, messaging, team, processes, CRM, pricing and results. You receive not only a diagnosis but also a prioritised action plan for the next 90 days. It fits before major changes, new market entry, hiring a sales leader or bringing in an interim sales manager.
What we review
- Sales strategy and target market
- Ideal customer profile (ICP) and target list
- Sales messaging and value proposition
- Pipeline and next steps
- Team routines, KPIs and leadership
- CRM usage and data quality
- Pricing, proposals and follow-up
- Sales forecast and leadership reporting
What you get after the audit
- Clear picture of current sales state
- Identified main bottlenecks and opportunities
- Prioritised 90-day action plan
- Recommendations for tools, processes and people
- Estimate of required resources and timeline
- Option to continue implementation with us
Sales engine quick check — 8 points
Before ordering a full audit, review these eight points. If more than three are missing, your sales engine likely has room to grow.
- Sales strategy and target market are clearly defined
- Target list is built against the ideal customer profile (ICP)
- Sales messaging stands out and matches customer pain points
- Pipeline is visualised and every deal has a next step
- Sales team has clear KPIs and routines
- CRM usage is consistent and data is reliable
- Leadership gets regular and timely sales forecasts
- Pricing, proposals and follow-up are systematised
- • B2B company wanting to understand sales state
- • Company planning significant changes
- • Owner / CEO wanting a fact-based view
- • Company ready to build a 90-day plan
- • Company only looking for a quick salesperson
- • Owner not willing to discuss changes
- • No access to sales activity or data
- • Expectation that the audit replaces selling
Frequently asked questions
What is a sales audit?
A sales audit is a systematic review of your sales engine. We examine strategy, processes, team, tools, CRM, data, pricing and results. The outcome is a clear map of the current situation and a prioritised list of actions to grow sales.
Who is it for?
Any B2B company that feels sales could grow faster, or that is planning significant changes: new market share, new product, new sales leader, new team. The audit gives a fact-based picture, not just a gut feeling.
How long does it take?
Typically 2-3 weeks. In the first week we map documentation, review CRM, conduct interviews and observe real sales activity. In the second week we process the findings and present a report with an action plan.
Is it just analysis or also an action plan?
Both. You get a description of what works and what doesn't, plus a prioritised action plan for the next 90 days. If needed, we can also help implement the plan as a sales partner or interim sales manager.
What should the company prepare?
Ideally access to CRM, sales reports from the last 6-12 months, sales materials and the ability to interview the sales leader and 2-3 salespeople. If there is no CRM, we can map the process and data through interviews and documents.
How much does it cost?
Price depends on company size, sales team size and data availability. Typically in the range €1,500-€4,500. We provide a precise quote after a short introductory call.
Order a sales audit and get a clear action plan
A 30-minute introductory call is free. We'll review your situation and make a proposal for the audit and next steps.