Every audit we run
From your data to your quotes to how your team answers the phone — pick the audit, or let the assessment pick it for you.
Mystery Shopping Audit
We become your buyer. Real inquiries into your funnel — and your competitors' — timing every response to the minute and scoring every touch, so you see exactly what a prospect experiences when they choose between you.
- Response time, measured as a buyer experiences it
- Follow-up cadence, channel mix, and persistence
- Quote turnaround, quality, and pricing clarity
- You vs. 2–3 competitors, side by side
Design
Buyer scenarios matched to your real ICP
Shop
Forms, calls, and quote requests — you + competitors
Score
Every touch timed and graded on one rubric
Debrief
Side-by-side scorecard and the fix list
Full Sales Audit
The flagship: every stage, all four speed metrics, benchmarked end to end.
- Lead response, qualification, quote, and close times
- Competitive and best-in-class benchmarking
- Prioritized gap-and-opportunity roadmap
Lead Handling & Response Audit
Where leads land, who touches them, and how fast — to the minute.
- Routing rules, ownership, and off-hours coverage
- Speed-to-lead by source, rep, and time of day
- SLA design and alert instrumentation
Sales Data & CRM Audit
Whether the numbers your decisions run on can be trusted.
- CRM hygiene scoring: completeness, freshness, accuracy
- Field, stage, and pipeline definition consistency
- Report inventory — what feeds decisions vs decoration
Sales Process Audit
Stage-by-stage dwell, conversion, and the stall points in between.
- Stage definitions and exit criteria
- Dwell time and conversion per stage
- Stalled-deal recovery queue
Pipeline & Forecast Audit
Coverage, accuracy, and whether the forecast is math or mood.
- Forecast vs actuals across trailing quarters
- Pipeline coverage and age distribution
- Slipped-deal patterns and root causes
Quote & Proposal Audit
How long buyers wait for pricing, and what they get when it arrives.
- Quote turnaround from qualification
- Approval loops and pricing consistency
- Proposal quality vs won-deal patterns
Win/Loss Audit
Why deals are actually won and lost — beyond "price" in a dropdown.
- Loss-reason data quality and patterns
- Win/loss interviews with recent buyers
- Competitive displacement themes
Content & Enablement Audit
Whether the material meant to help reps sell is used — and working.
- Asset inventory with keep-fix-kill verdicts
- Onboarding ramp and playbook usage
- Training-to-behavior follow-through
Team & Skills Audit
Rep-level scorecards on controllables, plus the coaching system around them.
- Skills matrix from live call reviews
- Activity allocation: top vs mid performers
- Coaching cadence and 1:1 quality
Incentive & Compensation Audit
Whether pay points at the metrics that actually move revenue.
- Pay mix, accelerators, and quota math
- Incentive-to-metric alignment
- SPIFF and contest effectiveness
Sales Tech Stack Audit
What you pay for, what gets used, and what your stack could already do.
- Seat utilization vs spend per tool
- Unconfigured automation in the existing stack
- Integration gaps where data falls through
Not sure which audit you need?
The assessment scores your funnel and points at the right one.