Free Sales Pipeline & Operations Audit | Tayside Technical Services

Section 1: Company & Team

Let's start with the basics.

Company Name

Company Website

Total Number of People on Sales Team (including managers)

What is the general makeup of your sales team?

Section 2: Top of the Funnel

How do leads enter your world?

What is your approximate monthly volume of new inbound leads?

Briefly describe your current process for qualifying a new lead.

Section 3: Middle of the Funnel

How do you nurture and manage opportunities?

What is your primary CRM?

On a scale of 1-10, how satisfied are you with your CRM's data quality and ease of use?

What does your typical follow-up sequence look like for a newly qualified lead?

What is the single biggest bottleneck between a lead showing interest and booking a first meeting?

Section 4: Bottom of the Funnel

How do you get deals over the line?

What is your average sales cycle length (from first contact to closed-won)?

What is your approximate win rate (%) for qualified opportunities?

25%

What are the top 1-2 reasons you lose deals?

Section 5: Final Questions

Help us understand your goals and current state.

What are the main tools in your current sales & marketing tech stack?

How would you describe your current level of sales automation?

None: Everything is manual.

Low: We have some basic email templates.

Medium: We use a sales engagement tool (e.g., Outreach) but it requires a lot of management.

High: We have a well-oiled, automated machine.

What is your single biggest frustration with your current sales process?

What is your primary goal for improving this process?

Increase revenue / close more deals

Improve sales team efficiency / reduce admin

Achieve more predictable forecasting and reporting

Your Email Address

We'll send your free, personalized audit report here.

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Free Sales Pipeline Audit

Section 1: Company & Team

Section 2: Top of the Funnel

Section 3: Middle of the Funnel

Section 4: Bottom of the Funnel

Section 5: Final Questions