Service

Comprehensive Sales Department Audit

A sales audit is a structured review of the full chain — from lead sources to deal closure and repeat business.

Sales in real estate and furniture work differently from other sectors: long deal cycles, high average ticket, decisions taken over months — and the leakage points are sector-specific. Standard playbooks miss the mark, and so do standard audits. We have worked with developers, real estate agencies and furniture brands since 2007 and know exactly where deals are lost in your industry — before we even open your CRM.

AI Augmentation

Pipeline analytics and call reviews run through AI tools: what used to take two weeks of manual work delivers conclusions in 3–5 days. Leakage points are highlighted by data, not by gut feel.

Developers Real Estate Agencies Furniture Brands

What the audit covers

Product and market

How well your offer matches buyer expectations

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Business model and unit economics (cost to acquire and retain a single client)
Product portfolio and pricing strategy
Target audience and segmentation
Positioning and value proposition
Competitive landscape

Customer journey and pipeline

From first touch to signed contract

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Current sales pipeline
Stage-by-stage conversion (share of clients moving to the next step)
Customer Journey Map
Lead sources and their cost
Quality of inbound leads
Sales cycle — time from first contact to close
Average deal size

Customer value metrics

How much each client brings and how long they stay

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LTV (Lifetime Value) — total client value across the relationship
Customer retention
Repeat sales
Win/loss analysis — reasons deals are won and lost
Analysis of client drop-offs

Team and processes

How the department works from the inside

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Pipeline health — how realistic and manageable it is
Workload and effectiveness of sales reps
Performance of the head of sales
KPI system (key performance indicators)
Compensation and motivation framework

Tools, AI and automation

How your CRM works and what AI can automate

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CRM system (the platform that runs your client and deal records)
Automation of routine sales tasks
AI analytics of sales conversations: script adherence, objection handling
Deal forecasting and automated lead qualification

Cross-functional alignment

How sales works with the rest of the business

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Lead handover from marketing to sales
Alignment between sales and operations or customer service

What you receive

A written report with concrete conclusions

An honest snapshot of your current sales reality — no spin

Specific leakage points — where and how much is being lost

Prioritised list of changes with clear next steps

Recommendations on tools, processes and team

Engagement formats

Express

Rapid diagnostic

We identify the main leakage points and set priorities for immediate change

5–7 working days

✓Sales pipeline and stage conversions
✓Lead sources and lead quality
✓Sales rep performance and workload
✓CRM and automation
✓KPI and motivation framework
✓Pipeline health

Output Report with leakage points and a prioritised list of changes

Recommended

Comprehensive

Full audit

A systemic review of the business: from product and market to team and processes

14–21 working days

Everything in the express audit, plus:
✓Business model and unit economics
✓Product portfolio and pricing strategy
✓Target audience and competitive landscape
✓Positioning and value proposition
✓Customer Journey Map
✓Sales cycle and average deal size
✓LTV, retention and repeat sales
✓Win/loss reasons
✓Performance of the head of sales
✓Marketing — sales handover
✓Sales — operations / service alignment

Output Full report and a prioritised implementation plan with concrete next steps

Timelines depend on company size and how quickly data is provided on your side. Sales strategy development is a separate engagement.