Find Out What's Broken—and How to Fix It.
Sales Audit is an evidence-based diagnosis of how your company manages sales opportunities—from initial capture through conversion and reporting.
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We examine your actual CRM, pipeline, workflows, follow-up, and sales processes to identify where opportunities are breaking down, what’s causing it, and what should change first.
SnapShot vs. Audit
Sales SnapShot
What it is: Self-Reported Assessment
What it examines: Perceived system performance
Evidence level: Subjective symptoms
Time required: 15-20 Minutes
Output: High-level system score
When to use: Initial awareness & alignment
Sales System Audit
What it is: Evidence-Based Diagnosis
What it examines: CRM data, calls, & actual workflows
Evidence level: Verified business data
Time required: 7-10 Business Days
Output: 90-Day Implementation Roadmap
When to use: Prior to building or scaling systems
What Prism Examines
01
Capture
Diagnosis of how leads enter the system. We identify every entry point to ensure technical handshake reliability and data integrity.
Evidence Reviewed: Form submissions, lead source tracking, UTM parameters, and inbound routing logs.
02
Qualify
Examination of the logic used to filter opportunities. We look for wasted effort on low-fit leads and friction in the buyer journey.
Evidence Reviewed: MQL/SQL criteria, discovery call notes, lead scoring data, and disqualified lead logs.
03
Route
Analysis of lead distribution and ownership. We verify that leads land with the right person at the right time with full context.
Evidence Reviewed: CRM assignment rules, round-robin logs, Speed-to-Lead data, and SLA reports.
04
Engage
Review of outreach sequences and follow-up persistence. We audit the quality and consistency of communication at every stage.
Evidence Reviewed: Sales sequences, email templates, call recordings, and follow-up frequency logs.
05
Convert
Diagnosis of the pipeline mechanics. We examine close rates, deal velocity, and how effectively the system handles objections.
Evidence Reviewed: Win/Loss data, pipeline stage definitions, proposal documents, and CRM deal logs.
06
Measure
Audit of the reporting accuracy. We verify that the data reflects reality and supports evidence-based leadership decisions.
Evidence Reviewed: Sales dashboards, data hygiene reports, forecast accuracy, and analyst procedure logs.
How the Audit Works
Timeline: 7–10 days post-evidence
Involvement: ~2–3 hours total
Final Readout: 60 minutes
1. Evidence
Secure transfer of performance data, CRM exports, and documented workflows.
2. Interview
A 90-minute session to verify operational reality against documented process.
3. Follow the Leadâ„¢
Anonymized tracing of recent opportunities to see where the system actually breaks.
4. Diagnose
Analyst review of evidence and interviews to pinpoint systemic points of failure.
5. Prescribe
Drafting the 90-day implementation roadmap focused on high-impact systemic fixes.
6. Readout
A 60-minute session to review the Audit findings and the recommended roadmap.
What You Receive
Evidence Ledger
A categorized inventory of all audited system data, call recordings, and CRM records.
Pillar Scorecard
Quantitative diagnostic scoring across Capture, Qualify, Route, Engage, Convert, and Measure.
Revenue Leak Map
Visual identification of exactly where opportunities are exiting the sales process.
Analyst Findings
Detailed evidence-based observations from site-wide investigation and interviews.
Follow the Leadâ„¢ Report
Journey mapping showing the actual path leads take vs. the intended system design.
System Bottlenecks
Identification of the top 3 structural barriers preventing consistent conversion.
CRM Health Check
Diagnosis of data hygiene, field usage, and automation reliability within your CRM.
Response Time Audit
Evidence-based analysis of speed-to-lead across all primary inquiry channels.
Fix List Priority
A ranked list of immediate high-impact technical and procedural sales adjustments.
Executive Readout
A 60-minute recorded briefing covering diagnostic findings and recommended next steps.
90-Day Roadmap
0–30
Stabilize
- Immediate lead capture fixes
- Clear ownership definition
- CRM data integrity restoration
- Baseline tracking deployment
31–60
Systemize
- Standard operating procedures
- Automated follow-up sequences
- Pipeline review structure
- Team accountability framework
61–90
Optimize
- Conversion rate analysis
- Outreach volume scaling
- Advanced reporting & insights
- Continuous improvement loops
Recommended implementation roadmap based on the Audit; not a guarantee of results.
Implement Internally
The Audit stands on its own. You receive the full diagnostic report and 90-day roadmap to hand off to your internal team. This self-driven path is ideal for organizations with established sales operations resources ready to execute the prescribed fixes independently.
Build With Prism
Partner with us to install the system. We move from diagnosis to implementation, handling the technical setup, sequence building, and team training. This collaborative path ensures your new sales structure is installed correctly, verified, and stabilized for long-term scale.
Investment & Timeline
Founding Client Rate
$1,000
Audit stands as a standalone deliverable. No discounts or packages.
Delivery Timeline
7–10 business days after required evidence is received.
Client Involvement
Approximately 2–3 hours of focused involvement required.
Audit Readout
60-minute final briefing covering diagnostic findings.