Enableocity
PROJECT · Sales Operations

Sales Process Audit & Tune-Up

A focused, 3–4 week review of how deals actually move through your pipeline — stage definitions, exit gates, handoffs, and inspection standards — ending in a tightened process your team can actually follow.

IN SCOPE

Review of current stage definitions, entry/exit criteria, and qualification requirements
Interviews with 3–5 reps and managers on how deals actually move
CRM pipeline data review across the last 2 quarters of closed deals
Redesigned stage map with clear gates and manager inspection points
One live working session to walk through findings and the new process

NOT IN SCOPE

CRM system implementation or field-level configuration changes
Ongoing coaching or process enforcement after rollout
Compensation plan or quota redesign
Ongoing enforcement and coaching continue under Managed Revenue Services once the process is tuned.

Timeline — 3 to 4 weeks

WEEK 1 · DISCOVER

Review & interviews

CRM data pull, current stage map review, and structured interviews with reps and managers.

WEEK 2–3 · DESIGN

Redesign the stage map

Define gates, exit criteria, and inspection standards. Validate against real deals from the past two quarters.

WEEK 4 · DELIVER

Working session & rollout

Walk through the new process live with sales leadership and hand off rollout materials.

DELIVERABLES

Redesigned sales stage map with entry/exit gates
Manager inspection checklist by stage
Findings summary with friction points identified
Rollout deck for enabling reps and managers

TEAM & EFFORT

FROM ENABLEOCITY
1 engagement lead, ~1 day/week
FROM YOUR TEAM
Sales leader sponsor + 3–5 reps for interviews (30 min each) + CRM access
FORMAT
Remote, async-friendly, one live working session
Want the new process to stick?
CRM Signal & Hygiene Workflows is the natural next step — turning the tuned process into a system sellers don't have to fight.
See Sales Operations projects

Ready to tune the process?

Start with a Revenue System Diagnostic — we'll confirm this is the right starting project before scoping anything.

Book a Diagnostic