How to Run a Sales System Health Audit in 30 Minutes (For Free)
You think your sales system is running smoothly — until the end of the quarter hits. Suddenly, deals are missing from your reports, follow-ups have fallen through the cracks, and everyone’s version of 'the process' looks a little different.
Sound familiar?
You’re not alone. Most sales teams suspect inefficiencies long before they can name them. But here’s the good news: you don’t need to overhaul your CRM today or hire a consultant to figure out where the gaps are.
All you need is 30 minutes and a little structure.
Let’s run a quick, self-guided Sales System Health Audit, The Sales Ops Team-style, to see how your current setup is really performing.
Step 1: Check Your Data Accuracy (5 Minutes)
Pull up your last 10 closed deals — wins and losses. Are they all properly logged? Do they include accurate values, dates, and contacts? If not, your reporting is only as good as your data, and that’s a red flag.
Quick Fix: Establish a clear data-entry checklist for every deal stage. Consistency = clarity.
Step 2: Review Your Pipeline Hygiene (5 Minutes)
Scroll through your current pipeline. How many deals have been 'stuck' in a stage for 30+ days? Every stale deal clogs your visibility and skews your forecasts.
Quick Fix: Set automatic reminders or workflows to nudge reps to update or close out stagnant deals weekly.
Step 3: Evaluate Process Consistency (5 Minutes)
Ask three reps to walk you through their deal process from lead to close. If you hear three different answers, you’ve found a process problem.
Quick Fix: Document your best-performing process in your CRM. Make it the standard, not the suggestion.
Step 4: Test Your Reporting Clarity (5 Minutes)
Can you pull a simple 'Revenue by Rep' or 'Pipeline by Stage' report in under 60 seconds? If not, your system might be too complicated — or underutilized.
Quick Fix: Create a core dashboard for leadership and another for reps. Everyone should know what 'good' looks like at a glance.
Step 5: Audit Your Tech Alignment (5 Minutes)
Do your sales, marketing, and service tools talk to each other? If you’re manually moving leads or exporting CSVs, you’re wasting valuable time and increasing the risk of errors.
Quick Fix: Map your tech stack. Identify overlaps, broken integrations, or tools you no longer need.
Step 6: Inspect Your Follow-Up Automation (5 Minutes)
Are follow-ups consistent across your team, or do some leads go cold because nobody remembered to send that 'Just checking in' email?
Quick Fix: Build or update automated follow-up sequences for quotes, meetings, and cold leads. This single change often drives the fastest ROI.
Score Yourself
Give each area a score from 1–5:
1–2: Needs immediate attention
3: Room for improvement
4–5: Running strong
If your total score is below 20, it’s time for a deeper look at your systems.
Ready for a Professional System Check-Up?
During October, we’re offering $250 off any Sales System Audit or service when you book before the end of the month.
If you’re serious about improving your CRM, streamlining your processes, or turning your sales chaos into clarity — now’s the perfect time to partner with The Sales Ops Team.
👉 Book your Audit Today
Your future pipeline will thank you.
