Sales Audit & Strategy Blueprint

Grow your firm by optimising your marketing strategy and sales process

As an accountant and practice leader, you got into business to do great work, not to spend your time on sales.

But as you grow, you have come to realise that sales is an essential part of building a business. 

Within every practice, there are holes.

Holes in your positioning.

Holes in your marketing materials.

Holes in your prospecting process.

Holes in your proposal process.

Holes in your closing process.

And worst of all, holes in your high level growth strategy…

These holes cost you time and money and stall the growth of your firm. 


The 3 goals of this process

1) Identify holes in your sales process and fix them

2) Define a strategy aligned with your goals

3) Give you access to my ideas and insights for growing your business

How it works

Step 1. You send me your materials

You provide me with any marketing materials, proposals, sales collateral or sales process documentation you already have.

Step 2. We connect on a 90 minute discovery call

I ask you lots of questions and learn everything I can about your business, your goals and your challenges.

Step 3. You receive a written Sales Teardown and Strategy Report

I create a full report detailing all of my thoughts and feedback on how to grow and improve your business.

Step 4. You and I connect on a call to answer questions

We will hop on an additional 60 minute call to go over any pressing questions or concerns you may have about the report.

Step 5. I send you a refined Execution Plan

This execution plan summarises the initial feedback document into concise and actionable next steps.


I don’t have much of a sales process at all, is there even anything to audit?

If you have won new clients in the past, then you have a sales process of some sort. Even if it is not structured, we will look at how you are currently winning clients and figure out ways to improve upon that.

For those without sales processes in place, this audit can provide even more value.

What happens if I don’t hire you for any ongoing services after the audit?

That is no problem at all. If we decide it is not a right fit to do a retainer, then you can take the insights learned and impliment them in your business on your own.

My goal with designing this audit is that even if you don’t hire me afterwards, you still walk away with insights that can improve your sales process and help you grow your firm.

How long does this process take?

You will receive your Sales Audit & Strategy Report within 7 days of our initial discovery call.

Every practice has holes somewhere.

The goal of this process is to fix these holes.

If I can help you secure even one new client then this process will pay for itself. 

100% Risk Free!

We have a 30 day money back guarantee included with our offer. If you are unhappy for any reason after 30 days of receiving your Sales Audit & Strategy Report we will refund 100% of your money back, no questions asked. 

Interested in learning more?

Click on the button below to set up a 15-minute no obligation discovery call with me to determine if a sales audit is right for you.