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Sales training and coaching · Team foundations

Score your sales process before you change it again.

A sales process health check rates how steadily your selling method is running, on a scale from settled to constantly changing. It covers the questions to score, who answers them, and the rule that stops an owner rewriting the process in the middle of a bad month.

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Editorial illustration for Sales audit

In one paragraph

A sales process health check rates how steadily your selling method is running, on a scale from settled to constantly changing. It covers the questions to score, who answers them, and the rule that stops an owner rewriting the process in the middle of a bad month.

A building-materials dealer in Belagavi changed the lead sheet in March, the follow-up rule in May, the incentive in June and the reporting day in July. Nobody on the sales team could say which version they were meant to follow, so each rep followed the one they remembered.

The health check asks a plain question: is the process humming, experimenting or thrashing? Humming means the same steps, the same sheet and the same stage names for a full quarter, with results moving for reasons you can explain. Experimenting means one change at a time with a start date and a measure. Thrashing means changes stacked on changes, made after a bad week.

The owner and the sales head fill it in separately, then compare. The gaps between their answers are the finding. A rep or two is asked three of the questions, because they know best whether the process is the one on paper.

It replaces the gut feeling that something is off. It sits after the process map has been drawn and before you decide on a new playbook or a new CRM, so you spend money only on the part that is actually broken.

Where this sits

Topic 5 of 8 in sales training and coaching: team foundations. The shared definitions a team needs before coaching.

If you want this done for you

Nobody outside the sales team can say why deals are won or lost here.

The work

What this is actually like.

  • “Owner changes are the biggest source of thrash”

    Reps adapt to the owner's mood faster than to a document. If the process changes whenever one big order is lost, the team learns to wait out each new rule. The check should ask how many changes were made in the last ninety days and who asked for them.

  • “A change without a start date is not an experiment”

    Write the change, the date, the measure and the review date. Without those, you cannot tell afterwards whether it worked or merely coincided with Diwali. A failed experiment is just an unlabelled one.

  • “Uneven results can be a new-hire problem”

    If two reps hit target and three miss, the cause might be the process or might be ramp-up time. Split the scores by joining date before you blame the method. A new rep in month two is not evidence about the process.

  • “Humming does not mean good”

    A process can be settled and still be bad. The check separates stability from results, so a team that is steady and missing target gets a different fix from one that is thrashing and missing target.

What we do

What you end up with.

The documents this topic produces, what each one is for, and how you know it is finished.

  1. The twelve-question score sheet

    Each question is rated one to five by the owner, sales head and two reps. Topics: stage names agreed, one lead sheet, follow-up rule, who owns each stage, review day, last three changes.

    Result: Finished when four people have filled it in separately before anyone sees the others' scores.

  2. The change log

    Every change to the process in the last ninety days: what, who asked, date, measure, outcome. Filled in from memory, then from WhatsApp messages.

    Result: Finished when each entry has a date and an owner.

  3. The three-way verdict

    One line placing the process as humming, experimenting or thrashing, with the two scores that decided it.

    Result: Finished when the owner and sales head agree on the word, or write down why they differ.

  4. A change freeze note

    If the verdict is thrashing, a note naming what stays fixed until the next review date and who may ask for an exception.

    Result: Finished when every rep has read it and the review date is in the calendar.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

How often should we run it?
Once each quarter, on a fixed date. Running it after every bad month defeats the purpose, since the check exists to slow down changes that come from panic.
Who should score it?
The owner, the sales head and at least two reps. Score separately and compare. If only the owner scores it, you get the owner's picture of the process, which is the one thing you already have.
What do we do if the verdict is thrashing?
Freeze the process for one quarter. Keep a log of any change someone wants, and take the list to the next review. Urgent changes look smaller after a month.
Do we need a consultant for this?
No. The sheet and the log are yours to run. An outsider helps when the owner and sales head cannot agree on the verdict, because a third voice settles it.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts. For sales work it is mostly our time, with production only where scripts, decks or CRM setup need it.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
Fixes to reply time and follow-up are the quickest to show, because the enquiries already exist. Process, CRM and training changes show as the team uses them. Each one is tracked against the baseline.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
To start, last month's enquiries in any format and time with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.