What does a sales funnel audit analyse?

It maps conversion rates at each funnel stage: visitor to lead, lead to qualified opportunity, opportunity to proposal, proposal to close. It identifies the stage with the biggest drop-off and the likely causes.

What data do I need for a sales funnel audit?

Ideally: CRM data with stage-by-stage conversion rates, time-in-stage metrics, lead source data, lost deal reasons, and email sequence performance. Even rough data is better than none — auditors can work with what you have.

How is a sales funnel audit different from a CRO audit?

A CRO audit focuses on website and landing page conversion. A sales funnel audit covers the full commercial journey — including outbound prospecting, SDR/AE handoff, demos, proposals, and closing. They are complementary.

What's a realistic improvement from a sales funnel audit?

A 5–15% improvement in overall funnel conversion is a common outcome. For most businesses, a 10% lift in close rate has a larger revenue impact than a 10% increase in top-of-funnel traffic.

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Sales Funnel audits

Sales funnel audits map exactly where prospects are dropping out of your pipeline — and why. They analyse lead capture quality, nurture sequence effectiveness, sales call conversion rates, proposal win rates, objection patterns, and CRM hygiene to give you a prioritised action plan that shortens your sales cycle and improves close rates.

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