B2B Sales Process Audit Checklist: 34 Questions to Diagnose Your Revenue Engine

A B2B sales process audit checklist is a structured diagnostic instrument that systematically evaluates each stage of a sales organization's revenue motion — from lead capture through closed-won — against defined performance criteria. Running a self-assessment against this checklist before commissioning a professional audit helps organizations identify obvious gaps quickly and prepares them to use external audit time more efficiently on nuanced, data-intensive findings that require outside expertise to interpret. When those findings require professional interpretation and a documented remediation roadmap, GSR's Sales Process Audit covers all six pillars in a 7–10 day practitioner-led engagement.

Lead Management: 6 Questions

1. 1

   What is your average response time to an inbound inquiry? (Target: under 5 minutes for hot inbound.)

2. 2

   Is lead assignment automated or manual?

3. 3

   Do you have a defined MQL scoring model?

4. 4

   What percentage of leads are disqualified at the MQL stage vs. the SQL stage?

5. 5

   Do you have a service-level agreement between marketing and sales on lead handoff?

6. 6

   What happens to leads that are not followed up within 24 hours — is there a requeue or escalation protocol?

Nurture and Follow-Up: 6 Questions

1. 7

   Do you have a documented follow-up sequence with defined touches, channels, and timing?

2. 8

   What is the longest gap in your current follow-up cadence? (Any gap beyond 72 hours in the first 14 days is a revenue leak.)

3. 9

   Does each follow-up touch deliver new value, or does it ask for the same thing repeatedly?

4. 10

   At what point does a prospect exit your nurture sequence, and where do they go?

5. 11

   Are follow-up sequences personalized by buyer stage, or generic?

6. 12

   What is your email reply rate on follow-up sequences?

Discovery and Qualification: 6 Questions

1. 13

   Do your reps use a documented discovery framework, or does each rep ask different questions?

2. 14

   Is there a required set of questions that must be answered before an opportunity advances to proposal?

3. 15

   Do reps document the economic buyer, decision process, and timeline before proposal submission?

4. 16

   What percentage of proposals are sent to prospects who have not yet confirmed budget authority?

5. 17

   What is your average number of discovery calls before proposal?

6. 18

   How frequently do reps advance deals to 'Proposal' stage without confirmed decision criteria?

Pitch and Presentation: 6 Questions

1. 19

   Does your pitch deck open with the prospect's specific problem, or with your company background?

2. 20

   Are presentations customized to the buyer's stated priorities from discovery?

3. 21

   Do reps conduct a pre-presentation agenda-setting call or message?

4. 22

   Is the business case quantified in terms the prospect has already endorsed?

5. 23

   What is the average time between proposal submission and follow-up?

6. 24

   Do you have documented objection responses for the five most common objections that arise post-proposal?

Closing and Pipeline Hygiene: 10 Questions

1. 25

   Do you use Mutual Action Plans (MAPs) to document buyer commitments?

2. 26

   What is your average time-in-stage for opportunities in your final stage?

3. 27

   What percentage of 'Closed Lost' deals are classified as 'No Decision'?

4. 28

   Do you conduct formal win/loss reviews?

5. 29

   Are win/loss findings distributed to the full sales team?

6. 30

   What is your forecast accuracy over the last four quarters?

7. 31

   Do reps have documented negotiation boundaries — the minimum terms they can accept without escalation?

8. 32

   Is pricing approval in your CRM or in an email chain?

9. 33

   What percentage of final-stage deals involve a stakeholder you've never directly engaged?

10. 34

    What is your average discount given in final negotiations, and is it tracked as a KPI?

How to Score Your Results

For each of the 34 questions, score your current state on a three-point scale: 2 = fully implemented with documented evidence, 1 = partially implemented or inconsistently applied, 0 = absent or unknown. A score of 60–68 indicates a mature, well-structured sales process with minimal structural risk. A score of 40–59 indicates meaningful gaps in two or three functional areas that are costing you measurable revenue. A score below 40 indicates a systemic process problem — the revenue leaks are structural and significant enough to warrant a professional audit rather than self-remediation. If you scored any single category below 6 out of 12, that category warrants immediate attention regardless of your overall score.

The Three Questions That Determine Priority

Once you've scored the checklist, three questions determine where to focus first. Which category had the lowest score? That functional area has the greatest structural failure and typically the most recoverable revenue. Which gaps are creating compounding failure — where one missing element (such as no defined MQL) causes problems in every downstream stage? Fix compounding failures before isolated ones. And which fixes require the least implementation time? Quick wins — a documented follow-up sequence, a stage exit criteria document, a defined negotiation floor — can be implemented in days, generate immediate results, and build organizational confidence in the process improvement effort before the heavier structural fixes are complete.

Frequently Asked Questions About the Audit Process

**Q: How long does a full professional audit take?** A full 6-pillar audit typically takes 2–3 weeks depending on organization size and data availability. Deliverables include a process redesign roadmap and a 90-day implementation plan. **Q: What deliverables do I receive?** You receive an end-to-end funnel teardown, collateral and pitch deck review, follow-up cadence optimization, and a written implementation roadmap. **Q: Do you implement the fixes or just advise?** We deliver precise, actionable roadmaps. For teams that need hands-on implementation support, we layer training and deal desk coaching on top of the audit.