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.
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the sales systems audit
Your CRM, follow-up, and team workflows feel reactive instead of repeatable.
You’re growing, but your sales process hasn’t caught up.
You’ve changed positioning, pricing, and closing techniques but you still cannot see where the sales process is breaking down.
Leads are coming in, but they’re not converting.
MAYBE YOU CAN RELATE...
Small gaps create missed follow-up, slower deals, and unreliable forecasting.
Your system may not be broken. It may just be costing you more than you can see.
People are working hard, but ownership, next steps, and follow-up are not visible
You’ve got a small team doing big things, but no clear system.
A prioritized implementation plan
A follow-up cadence your team can actually follow
Clear ownership across the sales process
After your Sales Systems Audit, you’ll have:
Are you ready to start closing more with less guesswork?
CRM and sales-tool recommendations
I'll deliver 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.
To make the audit useful, I need access to your CRM and relevant sales activity: lead forms, inboxes, outreach, follow-up, and reporting.
If you are still choosing a CRM or setting up your sales process from scratch, book a fit call first so we can identify the right starting point.
2. What You'll Need
A clear lead-flow map, prioritized implementation checklist, CRM and tool recommendations, and a practical plan for who owns what next.
3. What You Walk Away With
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 a sales system that is leaking revenue.
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 B2B business generating between $500K 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.
This is not ongoing sales coaching. It is a diagnostic of the sales system itself, your CRM, pipeline, lead flow, follow-up, messaging, and accountability. You leave with a prioritized implementation roadmap, not general advice.
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.
Plan for about three hours of your time across the audit. You provide access and context; I handle the analysis and deliver the roadmap within ten business days.
The audit can still help if you have an active sales process and enough recent activity to review. If you are still choosing a CRM or validating the offer, start with a fit call instead.
