BUSINESS AUDIT
Sales & Marketing Audit: See Where Your Leads and Revenue Are Leaking
If sales are flat, the cause is rarely just effort. Leads may come from the wrong channels, enquiries may sit unanswered for days, quotes may not be followed up, or good customers may quietly stop reordering. Without data, it is hard to tell which one it is.
Our sales and marketing audit traces the full path from first enquiry to repeat purchase. We examine the evidence at each step, compare it with how you think it works, and give you a list of gaps with the fixes that are likely to matter most.
Discuss your business ↗WHAT WE DO
Practical support,
step by step.
- 01Map every lead source and check how many enquiries each one generates and converts
- 02Review how enquiries are logged, assigned and followed up, including response time
- 03Examine quotations and proposals: format, pricing clarity, follow-up and win and loss reasons
- 04Assess your positioning, offer and message compared with two or three competitors
- 05Check your website, listings and social profiles for gaps that affect enquiry quality
- 06Review customer data to see repeat buying, lapsed accounts and referral patterns
- 07Look at how the sales team is organised, measured and rewarded
- 08Estimate where small improvements at each stage would add most revenue
WHAT YOU RECEIVE
Outputs you
can use.
- A sales funnel map from enquiry to repeat order, using your own data
- A written audit report with findings rated by importance
- A competitor and positioning comparison
- A prioritised improvement plan with quick wins and longer actions
- A findings walkthrough session with you and your sales lead
Final deliverables depend on the agreed scope.
WHO THIS IS FOR
Businesses whose sales have plateaued or become unpredictable, and owners who spend on marketing without knowing which part actually produces customers.
LET’S MOVE YOUR BUSINESS FORWARD
