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Sales Enablement Audit

Find out what's really slowing your sales team down.

A one-week review of your sales process, Salesforce setup and AI readiness, with a prioritized 90-day plan.

Who it's for

Teams of roughly 5 to 50 reps on Salesforce who know something isn't working but aren't sure where to start.

What you get

  • A 60 to 90 minute discovery call with you and your sales leader
  • Review of your Salesforce setup: stages, key fields, reports and dashboards
  • Review of sample calls and emails, with your permission
  • AI readiness check: where AI can help now, and what to fix first
  • A written, prioritized 90-day roadmap plus a 45-minute walkthrough

How it works

Discover

We talk through how your team sells and where time gets lost.

Review

We look at your CRM, sample activity and current tools.

Deliver

You get a clear plan with priorities, effort and expected impact.

Common questions

How long does it take?

About one week from the discovery call, depending on how quickly we get access.

Do you need access to our Salesforce?

Read-only access is enough. We only look, we don't change anything.

Can the fee go toward more work?

Yes. If you start a follow-on project within 30 days, the audit fee is credited toward it.

Not sure which service fits?

Tell me about your team and I'll point you to the right starting place. No pressure.

Email me