Sales Effectiveness Diagnosis and Audit
When revenue becomes unpredictable, the causes are usually opaque. We audit the sales operating system beneath your team, covering process, pipeline, data, and management cadence so you know what to fix first.
Sales decisions get made without the full picture
Sales organisations usually evolve reactively. Over time, complexity and invisible bottlenecks quietly undermine results.
No visibility into how deals fall apart
Pipeline stages are agreed, dashboards look fine, reps insist opportunities are advancing, but when deals keep stalling, there’s no clear reason why and it’s happening way too often.
Sales competence is hard to assess
Your team has great potential, yet performance gaps exist. It’s hard to tell whether they stem from seller skills and capability, execution quality, or the system they’re operating within.
Change is reactive, not deliberate
Tools get added, processes are tweaked, and new initiatives roll out, but nobody can point to the original fault. The same issues resurface, just in a different form.
Your CRM and tech stack don’t match
Data sits across tools that don’t fully align, so forecasts rely on judgement instead of evidence. Leaders keep using the numbers while quietly doubting them.
Companies that rigorously diagnose sales execution achieve 8.9× higher sales velocity than peers, according to an analysis of 4.2M B2B opportunities.
* Source: 2024 B2B Sales Benchmarks, Ebsta x Pavilion
Clear answers to tough questions
What is actually broken, and what is just noise
We separate structural problems from surface-level symptoms, so effort stops being wasted on issues that feel urgent but do not materially change outcomes.
Where performance is constrained inside the system
We identify the specific points where deals slow, stall, or degrade, and explain why those constraints exist, not just where they appear.
Which signals can be trusted, and which cannot
We establish which data, reports, and indicators reflect reality and which ones are distorting decisions, removing guesswork from leadership discussions.
What to focus on now, what can wait, and what to leave alone
We give you clear, grounded recommendations that explain what to address, in what sequence, and why. Uncertainty goes away and forward movement kicks in.
Clear findings, sequenced priorities, and a set of finite recommendations
Understanding how your sales org actually runs
Sales System Map
A clear-headed analysis of how prospects and deals actually move through your organisation, including handoffs, stage logic, and where reality diverges from frontline best practice.
Pipeline Forensics
A factual analysis of where pipeline is created, where it degrades, and where deals slow, stall, or fall out, including source quality, outbound contribution, and progression patterns.
Platforms Reality Check
A review of the tools, platforms, and CRM supporting prospecting, deal management, and reporting to identify where overlap, bad data or poor technical integration is creating friction.
Explaining what’s holding sales back
Calls + Deal Analysis
A sample-based review of real deals and conversations to surface selling skill, judgement, deal control, and how buyers are actually responding in live situations.
Friction Analysis
Identification of where sellers lose time, mis-sequence work, or create drag across prospecting, follow-up, and deal progression, including the structural causes behind weak outbound.
Leadership Cadence
An assessment of how activity and deals are inspected, coached, and governed, revealing where visibility breaks down and problems surface too late.
Deciding what to change and why
Constraints + Risk
A short, plain-language summary of the few issues that materially constrain results, plus the commercial risk they create if left unaddressed.
Priority Fixes
A ranked view of what deserves focus now, what can wait, and what should be left alone, with clear trade-offs so attention is applied deliberately.
Decision Synthesis
A structured set of findings and recommendations that defines the actions to take, the order to take them in, and the rationale behind each decision.
Unlocked Potential
“We worked with Brad and his team to audit and review our sales process, and help define a new business strategy. Brad’s insight as a strategist and coach meant he identified untapped areas of growth potential that we had overlooked. His genuine care, interest and attention to detail made working with him a fantastic experience for the team.”
JOE ACCURSO
CEO // EMEDIA
Most audits surface 3-5 overlooked opportunities already latent in the business.
Book a short session with Brad to isolate your sales bottlenecks.
Together we'll pressure-test your current sales process, what needs fixing, what to amplify, what to fund, and what to prioritise.
