Unleashing the full potential of your sales team takes more than training - it requires the right constellation of an effective roadmap, tools of the trade, confidence and skill, and a strong desire to excel at every step of the process.
— Edi Kaminskaite

How it works

The first phase of the Audit encompasses a range of discovery activities to determine the needs and challenges of your sales team, as well as the key metrics you currently use to evaluate the effectiveness of your customer engagements.

Based on our findings and the structure, size and distribution of your sales organisation, we develop a tailored approach to performing an in-depth analysis and setting up reliable tools for measuring success.

The Audit programme typically runs for several weeks, depending on the complexity of your sales cycle. We zero in on the technologies, data, actions, and skills your team members are leveraging in each phase of the customer engagement, and how each of these factors impacts conversion and deal progression. After concluding our investigations, we share a structured report of the findings and provide specific recommendations on capturing more value at every step of the sales process. A facilitated final workshop creates an open and collaborative space to reflect, ideate, and map out clear, actionable next steps.

Key outcomes

  • A 360° view of your Sales Operations ecosystem, with key areas of strength and gap analysis
  • Specific, actionable recommendations for incremental process improvement, tools implementation and upskilling, including impact analysis
  • Recommendations and practical tips on implementing, tracking, and leveraging meaningful metrics to encourage consistent success

Value Drivers

  • Accelerate deal progression by eliminating obstacles and low-value activities from your process
  • Improve overall conversion by implementing better practices across the customer journey
  • Optimise your customer engagement budget by identifying high-impact interventions