Checklist
The founder-led sales audit
Twelve checks that tell you which part of your sales motion is repeatable and which part is still guesswork.
- Twelve checks grouped into who you sell to, how you sell, and what you are losing
- Answer everything from the CRM or spreadsheet you already have
- A score that turns the boxes you cannot tick into your next quarter of work
5 pages · 20 minutes to complete
Mini guide
Get the sales motion out of your head
The founder-led sales handover in seven parts, ending with a first week your first hire can actually follow.
- Seven parts, each producing a page you can hand to a new hire
- Everything is written from your own closed-won deals
- Space to draft your version as you go
9 pages · Work through it over a week
Worksheet
The pipeline leak worksheet
Four passes through your pipeline to find revenue you have already paid for.
- Four passes: stalled, single-threaded, lost on timing, never followed up
- Room to list the deals, the value and the one thing blocking each
- A specific next move at the end of every pass
7 pages · One focused afternoon
Audit the motionWrite it downFind the leaksHand it overSell it againAudit the motionWrite it downFind the leaksHand it overSell it again
Next step
Rather have us read your pipeline than fill in a worksheet?
A walkthrough uses your own CRM history: what your wins share, where deals stall, and what is recoverable this quarter.
Request a demo