Consulting & strategy
Sales Process Audit
Review qualification, stages, handoffs, follow-up, CRM usage, reporting and conversion friction.
Discuss Sales Process Audit
What Sales Process Audit helps with
Find where a sales opportunity loses context or momentum. A sales process audit follows qualification, stage changes, ownership and follow-up through the current workflow. We review how the CRM supports that process and identify practical changes that could make responsibilities and next actions easier to see.
What we can help you put in place
We confirm the deliverables in a written proposal before work begins. A scope for this service can cover:
- A review of qualification, stages and sales handoffs
- CRM usage, follow-up and reporting checks
- Prioritised recommendations for process improvements
Important scope considerations
Access to representative records and staff input improves the review. The audit does not guarantee a conversion increase or replace sales training, implementation or performance management.
What to bring to the first conversation
A clear business question, current process notes and the constraints you are working within are useful starting points. We agree the decisions the engagement should support and who needs to contribute before the review begins.
How we work with you
- Define the brief. We review your goals, current setup and the requirements specific to sales process audit.
- Agree the work. Your proposal sets out deliverables, responsibilities, dependencies and commercial terms before implementation or advisory work begins.
- Review the outcome. We walk through the agreed output, explain any limitations and confirm the next steps or ongoing ownership.
Common questions
Do you need to speak with the sales team?
Team input is valuable because the documented process may differ from daily work. We agree who should contribute and use representative examples to understand the real handoffs.
How is this service quoted?
We confirm a quote after reviewing the brief, existing systems and deliverables. Any third-party fees, recurring costs and tax treatment are set out in the proposal. A catalogue indication is not a final project quote.
Your next step
Talk through your sales process audit needs.
Tell us about your current setup and the outcome you want. StrandIT is based in Sydney NSW, Australia.