Sales Audit Snapshot
Definition: A structured review of a company's sales process to identify where they're losing revenue - and how to fix it.
What's included:
Format
- 40-60 minutes
- Teams call or in-person
- Conversational but structured.
Sales Process Breakdown
- How leads are generated
- First initial contact approach
- Follow-up proces
- Closing approach
I'll find the gaps and inconsistencies
Conversion Analaysis
- Activity to Lead Generation
- Lead to Meeting conversion
- Meeting to Sale Conversion
- Drop off points
'I'll find where your deals are actually dying!'
Team & Skill Assessment
- What are confidence levels like
- Objection prevention and handling abilities
- Sales & service experience
- Where are you 'winging it'
This could be where most of your issues currently sit.
Messaging & Offer Review
- How is your product & service presented
- How are price conversations handled
- What's the current value proposition
Weak messaging and presentation = lost sales
Quick Wins
- Identify your quick fixes
- Changes that improve performance quickly
Revenue Gap Insight
- Based on average product £ yield - what are you losing right now?
- Based on low productivity - what opportunities are being missed?
Next Steps
- What are your options
- No hard sell - I'll explain the logical progression based on your needs & wants