Sales Audit
You can run ads, hire salespeople, or change prices — but without a clear understanding of how this affects the result, everything stays out of focus. You risk losing time, money, and creating new problems.
It’s not enough to just act — every step should be tied to numbers, goals, and expected outcomes.
When do you need a sales audit?
If at least one of these points applies to your business, it’s time for an audit.
Declining
sales
Falling or unstable revenue signals customer loss. An audit will uncover weaknesses in your sales funnel.
Low marketing
ROI
Advertising investments don’t bring the expected results. The audit will show why leads aren’t converting.
Chaotic work of managers
A lack of system and discipline among managers. The audit will evaluate CRM usage and the effectiveness of sales scripts.
Unclear team
KPIs
No objective performance data. The audit will help define the real KPIs that impact profit.
What is a sales team audit?
A sales audit is a deep analysis that shows where your business is losing profit and where growth potential lies. It’s not just a “check-up” — it’s a strategic review that gives you a clear picture and an actionable plan.It’s not just a “check-up” — it’s a strategic review that gives you a clear picture and an actionable plan.
Business process optimisation
We analyse every stage of your sales process to see which actions don’t deliver results and where resources — time, money, or customers — are lost. Based on this, we provide targeted recommendations to get more from your existing resources.
Objective team efficiency assessment
We evaluate each manager’s work, CRM discipline, and response speed. This shows who is selling, who is struggling, and who needs training.
Customer interaction analysis
By reviewing interviews, calls, and correspondence, we uncover issues such as misunderstandings, ignored objections, or lack of trust. This allows you to improve your sales approach.
Building a growth model
The audit ends with data-driven hypotheses that show what will fuel growth. We then create a prioritised backlog of actions with clear impact.
Sales are rarely stable — they fluctuate with the season, market trends, or the wider economy. A business owner must stay ahead of these changes and audit the sales department in time, as it directly influences profitability.
Why does a business need a sales audit?
A sales audit is a tool that shows exactly where the business is losing profit — not based on gut feeling, but on facts and figures. Its purpose is to highlight weak spots and provide a concrete plan for growth.
Identify profit loss points
The audit shows where processes fail: managers don’t close deals, applications are weak, or the product doesn’t meet expectations. Without analytics, you only see the symptoms, not the cause.
See team and process efficiency
You’ll get objective data: who is actually selling, how your team uses CRM, and how systematically they interact with customers.
Avoid ineffective decisions
Without an audit, it’s easy to waste money on new hires, price changes, or ads — instead of fixing the root issues. An audit helps focus efforts on what really drives revenue.
Get a growth plan based on numbers
You don’t just receive recommendations — you’ll see which actions bring results, in what order to implement them, and why. This eliminates chaos and builds confidence in your next steps.
What we will do
A comprehensive sales audit is carried out in three stages:
Stage 1: Data Collection
We form a complete picture of the business by surveying owners and employees.
- Interviewed key employees
- Conducted a personal survey with the owners
- Analysed customer interactions (feedback, repeat sales, behaviour) and compiled a report with recommendations
- Reviewed customer communication (scripts, calls, messages) and summarised findings
- Collected KPI, CRM, and financial data for recent months
Stage 2: Data Analysis
We identify bottlenecks and sources of revenue loss.
- Analysed CRM data, conversations, sales funnel, metrics, and marketing performance
- Highlighted bottlenecks and inefficient processes
- Built a management model for growth based on findings
- Formulated initial hypotheses about the root causes of problems
Stage 3: Hypothesis generation and testing
We design actionable solutions for growth.
- Brainstormed and developed growth hypotheses with our team
- Agreed on hypotheses with the client, providing financial justification for each
- Created a backlog of tasks with clear responsibilities, deadlines, and goals
Our research covers revenue diagnostics and sales department efficiency, helping identify strengths, weaknesses, and key drivers of revenue change — while optimising the sales process.
What results can you expect after the audit?
1
Increased sales and conversions
The audit helps remove unnecessary steps and hidden costs from your sales process.
2
Improved customer experience
You’ll know exactly how to enhance service and communication with clients.
3
Improved customer experience
You’ll know exactly how to enhance service and communication with clients.
4
Stronger competitive advantage
An efficient sales team, combined with improved conditions, helps your company stand out from competitors.
A professional audit of your sales department will directly improve efficiency and increase turnover — without extra advertising costs or new hires. Strengthen your company’s market position today by ordering an audit service from scratch with Epic Sale.
Get a free consultation
An external audit guarantees an independent, objective view of your business, based on real numbers. Our specialists have the skills and experience to uncover hidden issues that internal teams often overlook
A little knowledge is a dangerous thing. If you don’t address the real bottleneck, the situation won’t improve — in fact, it may get worse: resources will be wasted, and problems will grow. That’s why we recommend not risking time, nerves, and money, but instead launching the project with us.
Our business consultants are ready to answer all your questions. Just click the button on your screen and enter your phone number — we’ll call you back.