Customer and Proposition
Who you target, why buyers choose you and how consistently the team communicates the value.
Clarity before commitment
Sales Performance Audit
Find what is making revenue unpredictable and get a clear plan for what to fix first.
Book a 30-minute ConversationA defined standalone project. No ongoing retainer required.
Start with the evidence.
A full pipeline can still miss plan. More activity can mask weak qualification. Capable salespeople can struggle inside an inconsistent sales system.
Before investing in more people, tools or activity, establish what is working, what is holding performance back and what needs to change.
Scott Boocock
Diagnostic findings
ILLUSTRATIVE EXCERPT
Scott Boocock
Sales effectiveness
scorecard
scorecard
ILLUSTRATIVE EXCERPT
Scott Boocock
Pipeline health
ILLUSTRATIVE EXCERPT
Scott Boocock
The first 90 days
ILLUSTRATIVE EXCERPT
Look beneath the number
Five dimensions. One connected diagnosis.
Select a dimension to see the evidence I examine and the kind of insight you receive.
Scores are illustrative examples only, not client data or an assessment of your business. These show five diagnostic dimensions; the sample report uses its own six-point maturity model.
01Pipeline Quality
2/5 Example
What the audit investigates
Opportunity quality, stage conversion, stalled deals and customer targeting.
How it is assessed
Review CRM data and a representative sample of open, won and lost opportunities, alongside the proposition and sales materials.
The insight you receive
A clear view of credible pipeline, where momentum is lost and the changes to investigate first.
02Sales Process
3/5 Example
What the audit investigates
Discovery, qualification, stage standards and buyer-confirmed next steps.
How it is assessed
Compare documented process with the evidence in live deals and conversations with leadership and the sales team.
The insight you receive
Practical changes to make qualification and opportunity progression more consistent.
03Forecast Confidence
2/5 Example
What the audit investigates
Close-date assumptions, slippage and the evidence behind forecast commitments.
How it is assessed
Compare historic forecasts with outcomes and inspect the buyer evidence supporting current opportunities.
The insight you receive
The key sources of forecast risk and a more reliable basis for commercial decisions.
04Team Capability
4/5 Example
What the audit investigates
Seller judgement, coaching needs, role clarity and capability against the growth plan.
How it is assessed
Use agreed team conversations and available call or deal evidence, separating observed practice from assumptions.
The insight you receive
A prioritised view of strengths, development needs and where leadership support would help.
05Management Cadence
2/5 Example
What the audit investigates
Pipeline reviews, coaching, reporting, decision-making and action ownership.
How it is assessed
Review how meetings run, how risks surface and how agreed actions are followed through.
The insight you receive
A workable management rhythm with clearer ownership, review points and measures.
See the complete review scope
Pipeline and Conversion
Opportunity quality, stage progression, recent wins and losses, and where deals lose momentum.
Process and Forecasting
Qualification, next steps, CRM information and the evidence behind close dates and forecasts.
People and Management
Team capability, coaching, role clarity and the way performance is reviewed.
Growth Priorities
What needs to change to support your goals and which actions deserve attention first.
Information Gaps
Where missing or inconsistent data limits the conclusions and what to collect next.
A defined route from evidence to action
How the audit works.
The timetable is agreed around your scope and the evidence available. The audit has its own delivery schedule, separate from an ongoing 90-day leadership engagement.
- 01
Agree the brief
Confirm your goals, questions, scope, required information and delivery timetable.
- 02
Review the evidence
Examine relevant CRM data, sales materials, recent deals and the perspectives of leadership and the team.
- 03
Test the findings
Discuss the emerging issues together, challenge assumptions and identify the most important constraints.
- 04
Agree the priorities
Review the report and turn the findings into an actionable plan with owners and measures.
What you receive
Sales diagnostic scorecard
A structured view of strengths, risks and gaps across your sales operation.
Evidence and priorities
Findings linked to the information reviewed, with the most important changes clearly prioritised.
90-day action plan
Actions, owners, review points and measures of progress so your team can put the findings to work.
Inspect the output
A clear report. Practical recommendations.
Three selected pages from the illustrative Clearspring audit show the format, evidence and action plan. This is a fictional business, not a client case study.
Sales effectiveness scorecard
A six-point maturity assessment and commercial priorities from the fictional Clearspring audit.
Pipeline health
A visual inspection of opportunity quality, pipeline ageing and forecast risk in the fictional sample.
The first 90 days
A sequenced improvement roadmap with deliverables, ownership and management decision points.
Selected pages only. The complete report is not published here.
Explore the Existing Sample ReviewInvestment and engagement
Clarity before another commitment.
£2,950 fixed fee
The agreed scope includes pipeline and process review, team assessment and a 90-day action plan.
Book a 30-minute ConversationWhat I need from you
Access to the relevant sales information and time with the people involved in selling and managing the team. We agree this upfront. Incomplete data does not prevent a discussion, but it may limit some conclusions.
What happens afterwards
You can implement the recommendations with your existing team or discuss further support. The audit does not require an ongoing retainer.
Agree the engagement first
We confirm the goals, boundaries, information needed and delivery timetable before the review begins.
Start with a conversation
Find the right support for your business
Whether you lead a B2B business or support a PE or VC portfolio, an initial conversation can clarify where a sales performance review, fractional leadership or practical transformation would help.
Book a 30-minute ConversationPrefer to explain your situation first? Send me an enquiry.