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Sales Process Audit Checklist

Check off what you have in place across 40 items. Get your score and a prioritised fix list.

No signup requiredResults in 60 secondsUsed by 500+ teams

Lead Qualification

0/5

Sales Stages & Pipeline

0/5

Discovery & Qualification

0/5

Proposals & Closing

0/5

CRM Hygiene

0/5

Reporting & Forecasting

0/5

Handoffs & Collaboration

0/5

Tools & Automation

0/5
0/ 100

๐Ÿ”ด Critical

0 of 40 items

Fix These First

Lead Qualification: Documented ICP (Ideal Customer Profile)
Lead Qualification: Lead scoring model (manual or automated)
Lead Qualification: Clear MQL/SQL definitions shared between marketing and sales
Lead Qualification: Defined disqualification criteria
Lead Qualification: Lead sources tracked and attributed in CRM
Sales Stages & Pipeline: Sales stages defined and documented
Sales Stages & Pipeline: Entry and exit criteria per stage
Sales Stages & Pipeline: Reps consistently use the same stages
Sales Stages & Pipeline: Pipeline reviewed weekly
Sales Stages & Pipeline: Stale deals flagged or auto-moved
Lead Qualification0%
Sales Stages & Pipeline0%
Discovery & Qualification0%
Proposals & Closing0%
CRM Hygiene0%
Reporting & Forecasting0%
Handoffs & Collaboration0%
Tools & Automation0%

HOW IT WORKS

This audit evaluates your sales process across 8 critical categories: lead qualification, pipeline management, discovery methodology, proposals and closing, CRM hygiene, reporting and forecasting, cross-team handoffs, and tools and automation. Each category contains 5 checkpoints drawn from best practices observed across hundreds of B2B organisations.

FAQ

Frequently Asked Questions

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