What's included in the audit
Process Analysis
Mapping your current sales process: from lead generation to closing. Identifying bottlenecks and breaking points.
Data & Tools
Assessment of your current tools (CRM, Excel, email). Where is data getting lost? Where is transparency missing?
Recommendations
Concrete action items with priorities: what can be implemented immediately and what requires investment.
Roadmap
Proposed implementation roadmap: technology, timeline, budget. No vendor lock-in — you decide.