Sales Function Audit
Your Blueprint For The AI Era.
A focused 14-day audit of your tools, workflows, and where momentum is being lost. You walk away with a detailed, actionable plan that outlines what to keep, what to kill, what to fix, and where to use AI to actually move the needle.
01
Who It's For
For sales leaders who refuse to fall behind
Your industry is changing fast. You know there are better ways to run your sales team. But you don't know where to start. You need a plan to put your team out front.
02
What You Get
A detailed plan. Built for your business.
Not a generic deck. Not a tech comparison spreadsheet. A real diagnostic of your stack, your team, your economics — with the numbers to back every recommendation.
01
The cost-of-inaction
What this is costing you, in dollars, today.
01
The cost-of-inaction
What this is costing you, in dollars, today.
02
Tech stack inventory
Every tool. Every license fee. Actual rep usage rate.
02
Tech stack inventory
Every tool. Every license fee. Actual rep usage rate.
03
Workflow map
How a deal moves from first touch to closed-won today.
03
Workflow map
How a deal moves from first touch to closed-won today.
04
AI adoption diagnosis
Which AI tools you're paying for. Which reps actually use them. Why the gap exists.
04
AI adoption diagnosis
Which AI tools you're paying for. Which reps actually use them. Why the gap exists.
05
Rep time analysis
How the average rep spends their day.
05
Rep time analysis
How the average rep spends their day.
06
Top 5 fixes, ranked by ROI
Specific, dollar-quantified, prioritized.
06
Top 5 fixes, ranked by ROI
Specific, dollar-quantified, prioritized.
07
System architecture
A diagram of how your stack should look after the fixes.
07
System architecture
A diagram of how your stack should look after the fixes.
08
Execution Roadmap
If you execute it yourself — what to do first, second, third.
08
Execution Roadmap
If you execute it yourself — what to do first, second, third.
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WALKTHROUGH & SUPPORT
60-minute delivery call, plus 30 days of email support.
+
WALKTHROUGH & SUPPORT
60-minute delivery call, plus 30 days of email support.
03
How it works
14 Days. Three Phases.
How we go from kickoff to a complete plan in just two weeks.
01/
Audit
We interview management and key reps. Audit your tech stack and workflows. Define how time is being spent. An end-to-end deep dive into your sales function.
01/
Audit
We interview management and key reps. Audit your tech stack and workflows. Define how time is being spent. An end-to-end deep dive into your sales function.
01/
Audit
We interview management and key reps. Audit your tech stack and workflows. Define how time is being spent. An end-to-end deep dive into your sales function.
02/
BUILD
We turn findings into recommendations. Sequence every fix by ROI. Map where AI fits into your stack. A complete custom-built plan.
02/
BUILD
We turn findings into recommendations. Sequence every fix by ROI. Map where AI fits into your stack. A complete custom-built plan.
02/
BUILD
We turn findings into recommendations. Sequence every fix by ROI. Map where AI fits into your stack. A complete custom-built plan.
03/
Deliver
We walk you through the plan. Field questions from your sales team. Hand over the final document on a 60-minute delivery call.
03/
Deliver
We walk you through the plan. Field questions from your sales team. Hand over the final document on a 60-minute delivery call.
03/
Deliver
We walk you through the plan. Field questions from your sales team. Hand over the final document on a 60-minute delivery call.
05
Pricing
FIXED FEE. NO STRINGS.
FIXED FEE. NO STRINGS.
FIXED FEE. NO STRINGS.
$5K credits 100% toward a Sales System Build if you decide to upgrade within 30 days. If you don't, the plan is yours — keep it, share it, or take it to another vendor.
$5K credits 100% toward a Sales System Build if you decide to upgrade within 30 days. If you don't, the plan is yours — keep it, share it, or take it to another vendor.
Sales Function Audit
$5K
Paid 50% on signing. 50% on plan delivery.
Fixed Fee
Fixed Fee
03
WHAT WE USUALLY FIND
The patterns we surface in nearly every audit.
01/
lower sales tech spend
-39%
01/
lower sales tech spend
-39%
02/
Increase in AI Adoption
+89%
02/
Increase in AI Adoption
+89%
03/
Reduction in Admin TIme Per Rep
-48%
03/
Admin TIme Per Rep
-48%
03/
Reduction in Admin TIme Per Rep
-48%
04/
REDUCTION IN NEW REP RAMP TIME
-57%
04/
NEW REP RAMP TIME
-57%
04/
REDUCTION IN NEW REP RAMP TIME
-57%
07
Frequently Asked Questions
FAQ
FAQ
FAQ
01
How much time will this take from my team?
Minimal. Two-to-three hours of leadership conversations in week one, plus 30-minute interviews with 3–5 reps. Everything else happens in your tools, not your calendar.
02
How specific are the recommendations?
Every fix is dollar-quantified, ranked by ROI, and includes what it takes to execute. If we say "consolidate these three tools," we name the three. If we say "build custom AI here," we tell you what it should do and where it plugs in.
03
What if our CRM data is messy?
Most CRMs are. Data quality is itself a finding — we map what's there, flag cleanup opportunities, and factor it into the plan. We don't need a perfect dataset to deliver a useful one.
04
Can we share the plan internally?
Yes. The plan is yours. Send it to your CFO, your board, your CTO — whoever you need to convince or coordinate with.
05
What if we want you to build the system after?
That's what the credit is for. The $5K rolls 100% into a Sales System Build engagement if you sign within 30 days. The audit becomes the foundation — diagnostic and design — of the Build.
01
How much time will this take from my team?
Minimal. Two-to-three hours of leadership conversations in week one, plus 30-minute interviews with 3–5 reps. Everything else happens in your tools, not your calendar.
02
How specific are the recommendations?
Every fix is dollar-quantified, ranked by ROI, and includes what it takes to execute. If we say "consolidate these three tools," we name the three. If we say "build custom AI here," we tell you what it should do and where it plugs in.
03
What if our CRM data is messy?
Most CRMs are. Data quality is itself a finding — we map what's there, flag cleanup opportunities, and factor it into the plan. We don't need a perfect dataset to deliver a useful one.
04
Can we share the plan internally?
Yes. The plan is yours. Send it to your CFO, your board, your CTO — whoever you need to convince or coordinate with.
05
What if we want you to build the system after?
That's what the credit is for. The $5K rolls 100% into a Sales System Build engagement if you sign within 30 days. The audit becomes the foundation — diagnostic and design — of the Build.
Your Current Sales Function Isn't Working. Let's Fix It.
We'll map out what's broken and tell you if we can help you fix it.
Your Current Sales Function Isn't Working. Let's Fix It.
We'll map out what's broken and tell you if we can help you fix it.
Your Current Sales Function Isn't Working. Let's Fix It.
We'll map out what's broken and tell you if we can help you fix it.