For entrepreneurs who are ready to stop guessing, start tracking, and finally understand what’s driving conversions so they can scale with confidence and control.
You don't just need Leads, you need a system that converts.
meet your shortcut to a higher close rate.
trusted by:
the sales systems audit
goals!
I’ll apply the framework that scaled my business to $4M, customized to your team, your data, and your
You’ve built spreadsheets, set up a CRM, and run team trainings, but it still feels disorganized and reactive.
You’re growing, but your sales process hasn’t caught up.
You’ve tried new positioning, adjusted your pricing, and tested different closing techniques, yet you’re still not sure what you're doing wrong.
Leads are coming in, but they’re not converting.
MAYBE YOU CAN RELATE...
Even small changes can dramatically increase close rates. My objective is to pinpoint the most effective changes we can make in your process.
Maybe your system isn't broken, but is it fully optimized?
You’ve added tools, set goals, and pushed harder, but without structure, results stay inconsistent.
You’ve got a small team doing big things, but no clear system.
crm & SALES tool recommendations
clear implementation plan to improve your close rate
clear followup cadence
clear team responsibilities
upon the completion of your sales systems audit, you'll have:
Are you ready to start closing more with less guesswork?
I'll delivered you a data-driven process that helps you understand what’s working and what’s not. The Sales Systems Audit analyzes your CRM, workflows, and inbound and outbound messaging to build a customized roadmap that increases conversions and creates scalable revenue.
Your sales process needs structure, visibility, and accountability.
19%
Sales teams using enablement tools like automation & training are 19% more likely to see an increase in win rate YOY
50%
A lack of defined sales processes leads to 30–50% more time spent on non-selling activities and 40% longer ramp-time for new hires
29%
28%
Companies with a structured sales process report up to a 28% increase in revenue
why your sales process matters
Businesses that actively use a CRM see up to a 29% increase in sales, a 34% boost in productivity, and a 42% improvement in forecast accuracy.
I’ll review your CRM, sales workflows, lead forms, and communication processes to uncover where deals are stalling or slipping through the cracks.
Then, I’ll create a customized roadmap outlining what to fix, what to automate, and how to streamline your systems for higher conversions. In less than two weeks, you’ll have a clear plan to close more deals with less effort.
01. how it works
To complete your Sales Systems Audit accurately, you’ll need to have an existing CRM in place. If you don’t yet have one, let's start with setting that up.
You’ll also need to provide access to your team’s inbound responses, outbound messages, and CRM reporting so I can review your current workflows and identify where leads or opportunities may be falling through the cracks.
2. What You'll Need
Sesame snaps candy canes candy bear claw croissant candy soufflé. Liquorice cake cookie donut toffee. Jelly-o macaroon candy canes icing tiramisu marzipan pudding.
Sesame snaps candy canes candy bear claw croissant candy soufflé. Liquorice cake cookie donut toffee. Jelly-o macaroon candy canes icing tiramisu marzipan pudding.
3. Technical Specs
With 5+ years as a CRO and 15 in sales, I’ve helped B2B founders streamline their systems, optimize pipelines, and 2–4x revenue. After scaling my own business from $0 to $4M ARR, I now teach the same frameworks to help others create predictable growth.
Let me transform your sales process into a repeatable, data-driven system.
I'm rachel
Deep-dive with the founder & sales team to understand your current goals, challenges and processes to have baseline metrics.
audit kickoff call
WHAT'S INCLUDED
Step One
what to expect
I review your inbound forms, outreach sequences, and follow-up cadence with actionable recommendations to boost conversion.
Lead flow & follow up
Step Two
WHAT'S INCLUDED
I evaluate your sales tools and CRM (Hubspot, Salesforce, Monday or Copper) with tailored updates and systems improvements based on your team size and budget.
tech stack & crm Review
Step Three
WHAT'S INCLUDED
I assess your sales team's workflow, KPIs, and pipeline metrics to identify bottlenecks and improve accountability.
team performance analysis
Step Four
WHAT'S INCLUDED
You receive a custom lead flow chart, audit prep materials, and a detailed implementation checklist (to update your lead forms, CRM, templates, workflow) so you can implement changes with ease.
implemention & custom roadmap
Step Five
WHAT'S INCLUDED
CLOSED OVER MY SALES CAREER
$10m+
AVERAGE GROWTH MY CLIENTS SEE AFTER WORKING TOGETHER
3x
CLIENT SATISFACTION IN POST-AUDIT SURVEYS
100%
What if you could improve your close rate by just 5%? Or 10%?
With $500K in your pipeline, just a 5% improvement could add $25,000 or more in revenue. Most founders think they need more leads but the truth is, if you’re converting under 25%, you don’t have a leads problem, you have a conversion problem. And that’s where the biggest growth opportunity lies.
is your close rate under 25%?
More leads won’t fix what a stronger sales process will.
Founder
Lemon & Lime Studio
LINDSEY LEIST
"Rachel is incredibly knowledgeable on sales tools & messaging and within days of implementing her plan, I was getting positive responses back."
WHAT they'RE SAYING
If you run a business generating between $50K and $10M in annual revenue, this audit is for you. It’s designed for founders, entrepreneurs, and small teams who are growing but aren't sure if their current sales process is as efficient as it could be. If you have a B2C business this is not the right fit.
You’ll get a detailed analysis of your sales process, CRM setup, and messaging strategy, plus clear recommendations to boost performance. The audit reviews your metrics, workflows, lead forms, and tools, then delivers an actionable roadmap so you know exactly what to do next.
It’s completely data-driven. I analyze your CRM activity, inbound response times, follow-up cadence, and deal outcomes to pinpoint revenue leaks. I uncover holes in your process you didn't know existed and give you the implementation checklist as well as a call with your sales team to ensure these holes are plugged.
The Sales Systems Audit isn’t ongoing coaching; it’s a deep dive into your processes and tools. Rather than reviewing individual deals, I evaluate how your workflows, CRM setup, and best practicess function day to day. You’ll see exactly where things break down and get a clear plan to streamline, automate, and scale with the right tools in place.
After the Sales Systems Audit, clients see higher win rates, faster sales cycles, and clearer pipeline visibility. In a recent audit we discovered the team wasn’t doing any outbound outreach as the CEO believed they were. After resetting goals and clarifying responsibilities, the team achieved stronger alignment, focus, and measurable improvement in weeks.
It’s intentionally light-lift. You’ll provide access to your CRM and sales emails, and I’ll handle the full analysis. In less than ten business days, you’ll receive a complete report and roadmap with step-by-step recommendations for your team. We end the audit by scheduling a call with your team to ensure changes are made. All in all about 2 hours of your time.
Absolutely. The audit helps you build the foundation to scale the right way. It gives founders the systems, templates, and tracking needed to grow efficiently so you can expand with clarity and structure instead of wasting time and money on the wrong processes.
Ready to turn more leads into customers?
If you’re curious whether the Sales Systems Audit is the right fit for your business, book a quick introductory call with Rachel to find out how it can help you increase conversions and create a scalable sales engine.
BOOK YOUR AUDIT NOW
LET'S MAKE YOUR SALES PROCESS 10% BETTER
