Sales process audit checklist
Fifteen checks across qualification, stages, pipeline, CRM, proposals and cadence, with a worked example. Progress is saved in your browser.
Open the audit checklistFree tools
Sales tools you can use today
Checklists, questions and calculators to help you review your sales process. Read the assumptions alongside the results, and adapt the guides to the way your business works.
Pipeline health scorecard
Ten weighted questions, an instant score out of 100 and three bands with what each means. Works without JavaScript.
Score your pipelineWin/loss interview guide
The question bank grouped by theme, an interview script, and the coding sheet we use to turn interviews into patterns.
Open the interview guideForecast accuracy calculator
Compare forecasts with actual results and review the percentage differences. The formula and its limitations are explained.
Check your forecast accuracyCoaching, training or audit?
Start from the symptom you are seeing and find which intervention fits, and which will waste money.
Use the decision table90-day fractional sales director plan
Weeks 1 to 4 diagnose, 5 to 8 fix, 9 to 12 embed. What the client provides and what the director owns.
Read the 90-day planThese tools are general guidance drawn from Growth Team Advisory's method. They are not a substitute for a review of your own data. Everything is free to use inside your firm; please link to the page rather than republishing it.