See how an enquiry actually moves.
We document entry points, handovers, follow-up, booking or proposal stages, and final outcomes.
Sales Pipeline Audit
Find the leaks before you build.
We map one sales process, identify missing controls, and define the smallest useful implementation.
A decision document, not a generic consultation.
The audit should leave you clear about the current process, the missing controls, and whether implementation is worth doing now.
Find what depends on memory.
Ownership, next actions, due dates, source data, and overdue review are checked.
Use the data that already exists.
Available volumes, response timing, open opportunities, and outcomes are assessed without inventing missing metrics.
Receive a bounded recommendation.
Proceed, start lighter, or wait. If implementation is useful, the agreed scope and quote are defined.
What you provide
- A person who understands the current enquiry process
- Access to review the agreed tools or exported information
- Examples of how enquiries enter and change hands
- Any current stages, reports, task rules, or operating notes
- Known frustrations and the business decision you need to make
What we review
- How each agreed enquiry source enters the shared process
- When ownership is assigned and changed
- How next actions and due dates are recorded
- How overdue work becomes visible
- How management sees pipeline status and outcomes
What you receive
A practical audit written around your operating process. You can use it even if you do not hire NexFlowsTech for implementation.
Open the complete sample- Journey mapThe agreed path from new enquiry to won, lost, or still open.
- Control-gap reviewWhere ownership, next action, overdue review, or visibility is missing.
- Recommended workflowStages, fields, rules, views, and team responsibilities.
- Implementation decisionThe smallest useful scope, exclusions, acceptance checks, and fixed quote.
Included
One shared process, up to three enquiry sources, current-state review, recommended workflow, and one implementation decision.
Not included
Software configuration, data migration, custom development, advertising, lead generation, outsourced sales, or unlimited process redesign.
Not ready to pay for an audit?
Use the free Sales Follow-Up Leakage Check first. It takes you through the same core controls without collecting your answers.