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Quoted on the free scoping call

Commercial audit

The commercial audit shows what's happening in your sales process. I review everything from your ideal customer and lead sources to calls, proposals and forecasting, trace one won and one lost deal end to end, and give you a scored written report with the three things to fix first and a 90-day plan, in two weeks.

Is a commercial audit right for you?

  • You have a sales team or a sales lead, and results are flat
  • Marketing says the leads are good and sales says they aren't
  • You want an independent view before hiring, restructuring or investing
  • You need a plan the board can see

What does the audit review?

  • Ideal customer profile and positioning
  • Lead sources, and whether marketing leads become sales-qualified leads
  • Pipeline and CRM: stages, data quality and the KPIs in place
  • Conversion rates at every stage, from first contact to close
  • Sales calls at each stage: first conversations, discovery, proposal presentations, negotiation and close
  • Proposals as sent to prospects
  • Two deals traced end to end, one won and one lost
  • Pricing, team roles, reporting and forecasting

What I need from you: A founder interview, a conversation with one member of the sales team, read-only CRM access, recordings of recent sales calls at each stage (or the chance to sit in on live calls) and recent proposals.

What you get

  • A detailed written report with a score for each area
  • Stage-by-stage conversion analysis
  • The three things to fix first
  • A 90-day plan to fix them
  • A 60-minute readout call to go through it

Worth knowing: The audit stands on its own and the report is yours whether or not you hire me. It's also designed to lead somewhere, and I'll say so plainly: if you ask me to implement the plan, the fee is credited against the first month.

How long does it take?

Two weeks from the day I have access and recordings, then the 60-minute readout. The fixes usually become sales process and playbook work.

From experience

Seehab Ahmed, founder of Stratus Growth

Seehab AhmedFounder, Stratus Growth

How I review
Part of every audit is tracing two deals end to end, one won and one lost: how each started and how every stage was handled, from first contact to close.
In numbers
In the sales organisation I led, the forecast I reported to the board stayed within 10% of the monthly target.

Questions people ask

How much does the commercial audit cost?

I quote it on the free scoping call, because it depends on the size of the team and the business. The fee is credited against the first month of a retainer if you ask me to implement the plan.

How long does it take?

Two weeks from the date I have access and recordings.

What if our calls aren't recorded?

I can sit in on live calls during the audit window instead.

What about the personal data in call recordings?

Recordings contain your prospects' personal data. The terms of engagement include a data processing clause, and you confirm the recordings were made with proper notice to the people on them.

Two ways to start

Free

You're weighing up ongoing help

A 60-minute call to work out what's going on and whether I'm the right person to fix it. If I'm not, I'll say so on the call and tell you what would help instead.

£150 · One hour · No VAT is charged

You have one question that needs a straight answer

Bring the question. You leave the hour with my answer and the reasoning behind it, with no retainer and no obligation afterwards.

Not sure which? Answer three questions and I'll point you to the right one.