Executive Summary
Plain-English assessment of the overall condition of the sales process.
Core Audit
Find where good leads are quietly falling through the cracks.
A focused written review of how leads are captured, assigned, followed up, tracked, quoted, and closed—then a prioritized plan showing what to fix first.
$249 fixed priceFully asynchronousWithin 48 hours after intake + start confirmation
Sample deliverable
See exactly what the finished work looks like.
The demonstration audit is fictional and is shown only to illustrate presentation, structure, and depth.
View Sample ReportWhat you receive
A practical written diagnostic you can act on.
60-Point Scorecard
Six categories scored across capture, response, follow-up, pipeline management, accountability, and recovery.
Lead-Flow Review
A reconstruction of how opportunities actually move through the business.
Highest-Priority Revenue Leaks
Evidence, impact, recommended correction, priority, and implementation effort.
Follow-Up Framework
A practical cadence to prevent unanswered leads from disappearing too early.
30-Day Action Plan
Immediate, next, and later actions organized into a realistic sequence.
Current offer
Sales Process & CRM Leak Audit — $249
Written diagnostic. No required phone or video call.