Sales Funnel Audit: Find and Fix Leaks

What this is 🔍

A practical, no‑jargon review of the full sales funnel—from first touch to closed‑won—to find where deals stall and what to fix first. We’ll map each stage, check CRM data quality, and isolate the fastest paths to lift conversion and speed up cycles. You’ll leave with a simple, prioritized plan that changes numbers, not just activity.

What we’ll cover ✅

• Clarify stages and definitions: Align MQL/SQL/Opportunity/Closed‑Won with clear entry/exit criteria so metrics are trustworthy.
• Analyze conversion and velocity: Review stage‑to‑stage conversion and time‑in‑stage to pinpoint real bottlenecks.
• Check CRM setup and hygiene: Validate fields, source tracking, pipeline views, and notes so reporting reflects reality.
• Review messaging and assets: Spot gaps in discovery, objections, proof points, and follow‑up sequences that slow deals.
• Align handoffs and SLAs: Tighten marketing→SDR→AE transitions, response speed, and routing rules to keep momentum.
• Prioritize fixes: Convert findings into a short, ranked action list with owners, timelines, and expected impact.

Deliverables 📄

• Audit Report: Funnel map, current conversion and velocity metrics, key leaks, and root‑cause notes (with helpful screenshots).
• Recommendation Summary (1‑pager): Top 3 quick wins, Top 3 structural fixes, owners, timelines, and KPIs to track post‑changes.

Format & prep 🗓️

• Live session: 60 minutes to review findings, discuss bottlenecks, and agree on priorities.
• After the call: Summary notes plus your Audit Report and Recommendation Summary.
• What to share in advance: basic funnel metrics, CRM screenshots or view‑only access, and 1–2 anonymized call recordings. If data is missing, a simple tracking fix will be suggested.

Why it works 💡

This audit aligns teams on definitions, cleans up data, and delivers a stage‑by‑stage action plan. The focus stays on measurable outcomes—higher conversion and shorter cycle time—so the next steps are clear, owned, and time‑boxed.