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Sales Process Audit

Help us understand your current sales process so we can create a custom roadmap to boost your revenue and streamline your operations. This should take about 10 minutes to complete.

Company Name

*

Business Email

*

Phone

*

What's your company's industry?

*

What's your company's industry?

A

Professional Services

B

IT/Software

C

Financial Services

D

Logistics & Supply Chain

E

Construction/Real Estate

F

Import/Export

G

Pharmaceuticals

H

Other

What is your business model?

*

What is your business model?

A

B2B (sell to businesses)

B

B2C (sell to consumers)

C

B2C (sell to consumers)

What is your annual revenue? *

*

What is your annual revenue? *

A

Under $300K

B

$300K-$500K

C

$500K-$1M

D

$1M-$10M

E

$10M-$50M

F

$50M+

What is your sales team structure?

*

What is your sales team structure?

A

Solo founder handles sales

B

2-5 sales reps with manager

C

6-15 sales reps with structured management

D

15+ reps with formal sales process

E

Other

What is your current sales tracking system?

*

What is your current sales tracking system?

A

Advanced CRM (Salesforce, HubSpot, Pipedrive) with automation

B

Basic CRM(Salesforce, HubSpot, Pipedrive) but not used much

C

Excel sheets and manual tracking

D

No formal tracking system

E

Not sure what we use

Do you track your Customer Acquisition Cost (CAC)?

*

Do you track your Customer Acquisition Cost (CAC)?

A

Yes, accurately and consistently

B

Yes, but not accurately

C

No, but we estimate

D

Not tracked

Where do most new customers come from?

*

Where do most new customers come from?

How many qualified leads do you get monthly?

*

How many qualified leads do you get monthly?

A

0–25 qualified leads

B

25–50 qualified leads

C

50–150 qualified leads

D

150–400 qualified leads

E

400–750 qualified leads

F

750+ qualified leads

G

No consistent qualification process

What is your lead-to-qualification conversion rate?

*

What is your lead-to-qualification conversion rate?

A

Under 30%

B

30-50%

C

50-70%

D

70%+

E

No qualification process

What is your qualification to meeting conversion rate?

*

What is your qualification to meeting conversion rate?

A

Under 40%

B

40-60%

C

60-80%

D

80%+

E

Not tracked

What is your meeting show-up rate?

*

What is your meeting show-up rate?

A

Under 20%

B

20–30%

C

30–40%

D

40–50%

E

50-70%

F

70%+

G

Not tracked

What is your meeting to proposal conversion rate?

*

What is your meeting to proposal conversion rate?

A

Under 20%

B

20-30%

C

30-40%

D

40-60%

E

60%+

What is your proposal to close rate?

*

What is your proposal to close rate?

A

Under 10%

B

10-20%

C

20-30%

D

30-40%

E

40-50%

F

50%+

What sales data do you wish you had but don't track?

*

What percentage of revenue comes from repeat customers?

*

What percentage of revenue comes from repeat customers?

A

60%+ from repeat customers and expansions

B

40-60% repeat/expansion business

C

20-40% repeat business

D

Under 20% - mostly new customers

E

Don't track customer lifetime metrics

What is the biggest problem in your sales process?

*

What is the biggest problem in your sales process?

A

Inconsistent performance across sales teams

B

Long decision cycles with complex approval processes

C

Pricing pressure and competitive displacement

D

Poor coordination between sales and operations

How long is your typical sales cycle?

*

How long is your typical sales cycle?

A

1-3 months

B

3-6 months

C

6-12 months

D

12+ months

E

Highly variable by customer type

What is your first response time to new leads?

*

What is your first response time to new leads?

A

Under 5 minutes

B

5 minutes to 30 minutes

C

30 minutes to 1 hour

D

1-6 hours

E

Within 24 hours

F

Next day or longer

G

No consistent process

Do you have a structured follow-up system?

*

Do you have a structured follow-up system?

A

Automated sequences with CRM integration

B

Manual but structured follow-up protocols

C

Basic follow-up depends on individual reps

D

Inconsistent follow-up across teams

E

No systematic follow-up process

What is your customer onboarding process?

*

What is your customer onboarding process?

A

Structured onboarding with clear steps

B

Basic welcome email and setup instructions

C

Manual handoff to delivery team

D

Customers figure it out themselves

E

No formal onboarding process

Why do prospects choose competitors?

*

Why do prospects choose competitors?

A

Price/cost concerns

B

Better features/solutions

C

Stronger relationships

D

Faster implementation

E

Don't know/not tracked

How are sales investment decisions made?

*

How are sales investment decisions made?

A

I make final decisions (CEO/Founder)

B

I influence decisions (Sales/Marketing head)

C

Requires board/ownership approval

D

Committee decision with multiple stakeholders

How do you train your sales team?

*

How do you train your sales team?

A

Targeted training based on individual needs

B

Regular structured training for all reps

C

Occasional training when issues come up

D

Self-driven learning by reps

E

No formal training process

Which outcome is most important right now?

*

Which outcome is most important right now?

A

Generate more qualified leads

B

Improve conversion rates

C

Reduce sales cycle time

D

Better sales process and training

E

Increase deal values/upselling

When would you want to implement the right solution?

*

When would you want to implement the right solution?

A

Immediately (within 3–4 weeks)

B

Next quarter (1–3 months)

C

Later this year (6–12 months)

D

No fixed timeline

How would you measure success?

*

How would you measure success?

A

Higher revenue growth

B

More predictable pipeline

C

Faster deal closures

D

Stronger team performance

E

All of the above

How would you prefer to solve this challenge?

*

How would you prefer to solve this challenge?

A

🚀 Done-for-You — full process handled by us

B

🤝 Done-with-You — collaborative setup + advisory

C

📘 Do-it-Yourself — you execute based on our roadmap

D

❓ Not Sure Yet — need guidance on best approach