Sample 1
Sales audit report
What a Diagnose step produces. The business and the numbers are invented to show the format.
Sales audit · Example Packaging Co. · Illustrative numbers
Summary
Example Packaging Co. receives about 120 enquiries a month and wins 9. Most are lost in the first week. The cause is slow first replies and no follow-up, not demand.
What we checked
Enquiry sources, reply times, follow-up habits, how leads are recorded and how quotes are sent.
| Stage (last month) | Count | Share of enquiries |
|---|---|---|
| Enquiries received | 120 | 100% |
| Replied within one hour | 38 | 32% |
| Got a follow-up after the first reply | 22 | 18% |
| Quote sent | 31 | 26% |
| Won | 9 | 8% |
Findings, in order of impact
- Slow first reply. Two out of three enquiries wait more than an hour. Buyers often contact several suppliers at once.
- No follow-up. Only 22 of 120 enquiries heard from you a second time.
- Nothing is tracked. Leads live in phones and chats, so nobody can see what is stuck.
Fix first
| Fix | Owner | Effort |
|---|---|---|
| One shared sheet or CRM for every enquiry | Sales lead | 2 days |
| Three message templates and a reply-in-an-hour rule | Sales team | 1 day |
| A seven-day follow-up routine | Sales team | 3 days |
In a real audit: the numbers come from your own records, and the report ends with a plan and a quotation for the fixes you want us to handle.