Sales Audit Questionnaire

Complete this 10-minute assessment to receive your personalised sales efficiency insights

Please answer each question honestly about your current sales processes. Your responses will help us provide targeted recommendations for improving your sales effectiveness.

Each section focuses on a key area of sales performance. Rate your answers on a scale of 1-5, where: 1 = Needs significant improvement 2 = Needs some improvement 3 = Adequate 4 = Good 5 = Excellent

section 1: Sales Strategy and Planning

How frequently does your company review and update its sales strategy?

□ 1 - Rarely/Never □ 2 - Annually □ 3 - Quarterly □ 4 - Monthly □ 5 - Weekly with adjustments

How well defined are your ideal customer profiles?

□ 1 - No defined profiles □ 2 - Basic profiles exist □ 3 - Detailed profiles, rarely updated □ 4 - Well-documented, updated annually □ 5 - Comprehensive, regularly updated

Section 2: Lead Generation and Prospecting

How effective is your current lead generation process?

□ 1 - No structured process □ 2 - Basic process, inconsistent results □ 3 - Established process, moderate results □ 4 - Good process, consistent results □ 5 - Excellent process, exceeding targets

How well do you qualify your leads?

□ 1 - No qualification process □ 2 - Basic qualification □ 3 - Standard criteria used □ 4 - Detailed qualification process □ 5 - Advanced scoring system

Section 3: Sales Process and Methodology

How well documented is your sales process?

□ 1 - No documented process □ 2 - Basic outline exists □ 3 - Partially documented □ 4 - Well documented but not always followed □ 5 - Fully documented and consistently followed

How effectively does your team handle sales objections?

□ 1 - No structured approach □ 2 - Basic handling, inconsistent □ 3 - Standard responses used □ 4 - Well-prepared, consistent approach □ 5 - Advanced techniques, high success rate

Section 4: Team Structure and Performance

How well defined are your sales team roles and responsibilities?

□ 1 - Unclear roles □ 2 - Basic role definition □ 3 - Defined roles but some overlap □ 4 - Well-defined roles □ 5 - Clearly defined with optimal specialisation

How effectively do you measure individual sales performance?

□ 1 - No measurement system □ 2 - Basic metrics only □ 3 - Standard KPIs tracked □ 4 - Comprehensive metrics □ 5 - Advanced analytics with regular review

Section 5: Technology and Tools

How effectively do you use your CRM system?

□ 1 - No CRM in place □ 2 - Basic CRM, poorly adopted □ 3 - CRM in place, partially used □ 4 - Well-utilised CRM □ 5 - Fully integrated, optimised CRM usage

How well do your sales tools integrate with each other?

□ 1 - No integration □ 2 - Minimal integration □ 3 - Partial integration □ 4 - Most tools integrated □ 5 - Fully integrated tech stack

Section 6: Customer Relationship Management

How effectively do you manage customer relationships post-sale?

□ 1 - No structured follow-up □ 2 - Basic follow-up only □ 3 - Regular but reactive contact □ 4 - Proactive engagement □ 5 - Strategic relationship management

How well do you gather and use customer feedback?

□ 1 - No feedback system □ 2 - Occasional feedback □ 3 - Regular feedback, rarely acted upon □ 4 - Systematic feedback collection □ 5 - Comprehensive feedback loop with action plans

Section 7: Performance Metrics and Analytics

How comprehensively do you track sales metrics?

□ 1 - No tracking system □ 2 - Basic revenue tracking only □ 3 - Standard KPIs tracked □ 4 - Comprehensive metrics system □ 5 - Advanced analytics with predictive insights

How effectively do you use data to make sales decisions?

□ 1 - No data-driven decisions □ 2 - Occasional use of data □ 3 - Regular but basic data usage □ 4 - Data-informed decision making □ 5 - Advanced data analytics driving strategy

How regularly do you review and act on sales performance data?

□ 1 - Never/rarely □ 2 - Annually □ 3 - Quarterly □ 4 - Monthly □ 5 - Weekly with continuous adjustments

Thank you for completing the Sales Efficiency Audit.

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