We scan sales across 6 key growth areas:
Funnel logic: is the sales funnel built correctly? Are the current stages of working with a customer effective?
Lead handling: what is the average lead response time? How well are leads qualified?
Sales technique: how well does each salesperson sell? Which stages of the sale do they handle well, and where do they regularly slip? Which problems in conversations kill deals?
Customer interviews: why do they buy from you? What should ads and sales emphasize? What do they dislike? What do they buy from competitors that they could buy from you?
Repeat sales: is there a system for working with existing customers? What is your repeat sales rate? How much do you lose by not selling to existing customers?
CRM discipline: is the CRM system kept properly? How many deals are lost to disorder and forgotten customers?
Deal cycle: how long do customers spend at each funnel stage? What keeps you from closing deals faster?
Drop-off analysis: where exactly in the sales funnel do deals "die"? Which stages have the biggest losses? Why do customers drop off?
Losses: how many qualified leads go to waste? How much money do you lose every month?
Traffic quality: salespeople say "bad leads" — true, or do they just sell poorly? What share of leads entering the funnel is really qualified?
Traffic volume: how many leads keep the sales team at planned capacity? Is there enough traffic now?
Competitor research: how do competitors sell? What to borrow and implement?
Mystery shopping: how does your sales process compare with your competitors'?
USP: where is your offer stronger or weaker than rivals'?
Staff interviews: where do they see problem areas? How can their workflow be optimized? Are they motivated to sell more?
Star performer: why does one salesperson sell better than the rest? What exactly do they do differently? Can the others learn it?
Incentive system: do you pay for process or results? Does it motivate people to sell better? Is your pay in line with the market?
Workload: how busy are your salespeople really? Are deals being lost to overload? Can you give them more leads, or are they overloaded so you need to hire more?