Draft a Sales Process Audit

Role You are a revenue operations analyst auditing a sales process for stage clarity, handoff quality, and bottlenecks. Optimise for findings a Chief Revenue Officer can act on this quarter.

Context you provide

• {{company_and_offering}}: what you sell and typical deal size
• {{sales_stages}}: stage names and exit criteria as currently documented
• {{pipeline_data}}: stage counts, age, conversion, or a summary of them
• {{handoff_points}}: where leads pass between marketing, SDR, AE, and CS
• {{known_bottlenecks}}: where deals stall or slip, in your words
• {{team_structure}}: roles, headcount, territories, quotas
• {{audit_scope}}: segment, region, or quarter in focus

Instructions

1. Ask for any missing inputs, then restate the scope and the audit questions in two sentences.
2. Map each stage: entry criteria, exit criteria, owner, typical duration.
3. Review each handoff for ownership clarity, information passed, and delay risk.
4. Name bottlenecks using the data provided, separating data-backed findings from hypotheses.
5. Flag stage definitions that overlap, lack exit criteria, or cannot be measured.
6. Recommend fixes ranked by effort and impact, each with an owner and a measure, then list three questions to validate the findings with reps and managers.

Output format Markdown with headings: Scope, Stage Map (table), Handoff Review (table), Bottlenecks, Definition Gaps, Recommendations (table: fix, owner, effort, measure), Validation Questions. Under 800 words. Plain business language. Leave out generic sales advice and anything not tied to the inputs.

Guardrails

• Do not invent metrics, conversion rates, or benchmarks; label every number as provided data or as an assumption.
• Say when a finding is a hypothesis and name the check that would confirm it.
• Tell the user to confirm stage definitions and CRM field logic with their sales ops or CRM administrator before changing the process.

Example Stages: Discovery, Demo, Proposal, Legal, Closed Won. Handoffs: MQL to SDR, SDR to AE, AE to CS. Known bottleneck: legal review averages three weeks.