RevOps Audit
Sales Process Audit Checklist(Free Download)
Professional 40-point sales process audit checklist for B2B, SaaS, and RevOps teams across Lead Generation, Qualification, Pipeline Management, Closing, and Post-Sale Handoff.
Template preview
Sales process audit
What's included
Overview and usage instructions, 40-point checklist table, 0-5 scoring guide, stage-level and overall scoring dashboard (0-100), gap analysis, and recommendation engine.
criteria40
stages5
items Per Stage8
Automation rules
- Items scored <=2 surface targeted improvement recommendations
- Low stage score highlights priority remediation focus for that stage
Custom fields
Score (0-5)
Priority tag (High/Medium/Low)
Notes / evidence
Template specs
Difficulty
Advanced
Setup time1–2 hours
IndustryUniversal
Plan required
Free
Updated 2026-02-19
No credit card · Free forever
Comprehensive, operator-focused sales audit template designed to evaluate the full revenue lifecycle from lead generation to post-sale handoff. Includes 40 criteria (8 per stage), 0-5 maturity scoring, stage-level normalized scores (0-100), overall process health score (0-100), strength/gap analysis, and actionable recommendations. Built for practical execution in Excel, Google Sheets, Notion, and PDF workflows.
The Problem This Solves
Sales process gaps usually hide in handoffs, qualification quality, and pipeline discipline. Without a structured audit, teams scale inconsistency, forecast risk, and slow close velocity.
Who It's For
Sales leaders, RevOps teams, Sales Ops managers, enablement teams, and consultants running sales process diagnostics.
Use Cases
- Audit end-to-end sales execution quality before planning process changes
- Identify stage-level bottlenecks that reduce conversion and forecast accuracy
- Standardize qualification, pipeline hygiene, and closing controls across teams
- Improve Sales-to-CS handoff quality and downstream onboarding outcomes
How to Use This Template
- 1
Rate all 40 checklist items on the 0-5 scale and capture notes/evidence
- 2
Review stage-level scores for Lead Gen, Qualification, Pipeline, Closing, and Post-Sale Handoff
- 3
Identify high-priority gaps and assign owners with deadlines
- 4
Use the recommendation section to define a practical 30/60/90-day action plan
- 5
Re-audit monthly or quarterly to track process health improvements over time
Frequently Asked Questions
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