Assessment
Sales Process Audit
Score your sales process across six dimensions — lead generation, CRM, follow-up, retention, reporting, and automation — and get a prioritized improvement list.
Lead generation process
5/10Do you have a repeatable system producing predictable qualified meetings?
CRM data quality
5/10Verified contacts, consistent stages, complete fields, no duplicates.
Follow-up consistency
5/10Every lead gets the right number of touches in the right window — no drops.
Retention & reactivation
5/10You have a defined motion for keeping and re-engaging past customers.
Reporting & visibility
5/10Leadership sees pipeline, meetings, CAC, and forecast weekly.
Automation level
5/10Repetitive admin and personalization tasks are automated where appropriate.
Sales Process Score
50/100
Strengths
- ✓ Automation level
- ✓ Reporting & visibility
- ✓ Retention & reactivation
Top fixes
- → Lead generation process
- → CRM data quality
- → Follow-up consistency
Want a real-world plan based on these numbers?
Bring your results to a 30-minute strategy call and we'll map what's realistic, what's at risk, and what to do next.