Hour 1: Sales Reality Audit
Objective
Understand the current state of your sales activity without judgement.
What You Are Looking For
- You are identifying:
- inconsistency
- bottlenecks
- lost opportunities
- founder dependency
- lack of visibility
- operational gaps
Questions To Answer
| Question | Notes |
|---|---|
| Where do leads currently come from? | |
| How are leads tracked? | |
| What follow-up exists? | |
| What usually causes deals to stall? | |
| Where are leads lost most often? | |
| What parts rely entirely on you? |
Founder Reflection
- Most founder-led sales systems are built reactively over time.
- This is normal.
- The purpose of this audit is not criticism. The purpose is visibility.
Action Checklist
- Audit lead sources
- Review current pipeline
- List active deals
- Identify stalled deals
- Assess current follow-up process
- Identify manual processes
Completion Checklist
- Audit lead sources
- Review current pipeline
- List active deals
- Identify stalled deals
- Assess current follow-up process
- Identify manual processes