B2B Sales Process Audit Checklist (Free Template).
40 checkpoints across 7 areas. Find out exactly what's missing from your sales infrastructure.
Where the score actually comes from.
This checklist isn't a generic best-practices list. It's 40 specific checkpoints split across the 7 areas I actually see break down when I audit a B2B SaaS sales process: lead generation, qualification, pipeline management, sales process, follow-up and nurture, team and enablement, and tooling. Each checkpoint carries an impact score from 1 to 10, based on how much it actually moves outcomes in the audits I've run, not how it sounds on a slide.
Your overall score is simply the percentage of checkpoints you've checked off, and each section gets its own grade so you can see exactly where the weak spot is. Once you've covered at least half the checklist, I run a gap analysis: I take everything you haven't checked, multiply each item's impact score by its section's weight (pipeline management and sales process carry the most weight, because that's where I see the most revenue die), and rank them. The top of that list becomes your "do these 3 things this week" plan.
One honest caveat: this is a self-assessment. It only knows what you tell it by checking a box, it doesn't pull from your CRM or verify anything against real pipeline data. That's exactly what the live video audit is for: same structure, but I go through your actual deals with you instead of trusting the checkboxes.
Still wondering?
How is my audit score calculated?
Each of the 40 checkpoints has an impact score from 1 to 10, and each of the 7 sections (lead generation, qualification, pipeline management, sales process, follow-up and nurture, team and enablement, tooling) has its own weight based on how much I typically see it affect revenue in the audits I run. Your overall score is simply the percentage of checkpoints you've checked. The 'Top gaps by impact' list multiplies each unchecked item's score by its section weight and ranks the results, so you see your highest-leverage gaps first, not just a random list of missing boxes.
Is my data saved when I use this tool?
Your checklist answers live in your browser only, I never see which boxes you checked. To unlock the full report and gap analysis you enter your email, and that email (plus the tool name and the page you're on) gets sent to me via Formspree so I can follow up with your results. No spam, and I don't sell or share it.
How accurate is this audit really?
It's as accurate as your own honest answers. This is a self-assessment, not something verified against your actual CRM or deal data. It's genuinely useful for spotting where your process has structural gaps and for prioritising what to fix first. If you want a version that checks your real pipeline numbers instead of self-reported checkboxes, that's what the free video audit call is for.
Found the gaps? Let's fill them.
You've done the audit. Now let's turn those gaps into a working system. Book a free video audit and we'll go through everything together.