Sales Function Audit & Improvement

Sidhant Lakhan

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5Popular
Sales Function Audit & Improvement
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1,299
45 mins

About This Service

This 1:1 consultation is designed for founders, business owners, and sales leaders who are struggling with underperforming sales teams, scattered reporting, or inconsistent pipeline outcomes, even after implementing tools like CRMS or automation platforms.

Over 90 days, I work directly with you and your team to uncover root causes, fix process inefficiencies, and implement a performance-driven sales structure—all on a results-linked (ROI-based) model.


🔍 What You’ll Get

  • Complete diagnostic of your sales and marketing functions
  • Gap and opportunity analysis benchmarked against industry standards
  • A new sales architecture—with structured targeting, funnel design, team KPIs, and reporting rhythms
  • Incentive alignment (monetary + non-monetary)
  • Live implementation of systems and reviews, not just a strategy document
  • A fully documented and self-sustaining process by the end of 90 days


The process is straightforward:

  1. Phase 1 (Days 1–10) is a deep dive into your current sales setup—numbers, people, processes—guided by structured questionnaires and data requests.
  2. Phase 2 (Days 11–60) turns those insights into action: we craft a new strategy, clear bottlenecks, embed CRM routines, set up dashboards, and align the team.
  3. Phase 3 (Days 61–90) is all about refinement and handover—fine‑tuning results, locking in best practices, and leaving you with a documented, self‑sustaining sales engine.


🧩 Who This Is For

  • Founders running traditional B2B businesses (manufacturing, distribution, services)
  • Teams using CRMs like Salesforce or HubSpot but not seeing ROI
  • Businesses with sales reps, but no real accountability or structured performance system
  • Leaders tired of "advice-only" consultants who don't own the execution


💬 How to Get Started

We begin with four structured calls before the project kicks off:

  1. Business understanding – industry, goals, team setup, current challenges
  2. Data & numbers – sales funnel, deal values, budgets, forecasting
  3. Strategy discussion – roadmap, milestones, KPI impact
  4. Commercials & terms – pricing shared only after value is clear


📌 Why Founders Trust This Process

  • Simple, no-fluff communication
  • Fully transparent—from problem mapping to pricing
  • No fancy slides, just solid execution and measurable growth
  • Time invested = 5x return—on paper and in people