Falcon Sales Ops

Falcon Sales Operations Audit – How to Prepare

Falcon Sales Operations Audit – How to Prepare

Preparation for our Sales Operations Audit can be relatively simple. The specific details are not necessary, but helpful.
Take time to write down the following and have it ready for our Sales Operations Audit:
YOU
Your History
Your Goals -This Year, 3 yrs., 5 yrs., Ultimate
WHAT YOU OFFER
Your Mix – Most Profitable, Most in Demand, Any you’ll add
You vs. Your Competition
YOUR CUSTOMERS
Your Ideal Customer vs Real World Customer
YOUR MARKETING & SALES
How You Get Leads and Customers
Your Sales Style, Approach, Presentation, Attire
Your Sales Process & Performance/Results
Upsells, Changes during the sale or fulfilment
Referrals, Call Backs
FULFILLMENT
Difficulties During Fulfillment (Delivery, Installation, Labor, Communication, etc.)
Successes During Fulfillment
AFTER SALES
Feedback, Reviews
Service Calls
TECHNOLOGY
Technology Used – What Works & Doesn’t
FINAL THOUGHTS
What Must Change? When?

Book Your Sales Operations Audit

Response Request

For more information and to request an appointment to discuss your objectives and our services, please submit this form:

OUR CEO

Integrity and Focus are the cornerstones of experience that Walter Gormley has used to bring growth and success to hundreds of companies in his roles as Director of Sales and Marketing, Director of Business Development and Sales, and President of various enterprises.

His advice is consistent to anyone with hopes to succeed, “Research, make a plan, be a mindful listener, adapt as needed, and keep moving toward your ultimate goal.”


The premier sales consulting and fractional sales management service provider in the USA, Falcon Sales Ops brings the best combined experience and proven best practices to companies in the Greater Tampa Bay region of Florida.

“Professionalism is the bedrock of everything we do at Falcon Sales Ops. From our interactions with clients to the delivery of our services, we uphold the highest standards of professionalism at all times. Our team of seasoned professionals brings a wealth of experience, expertise, and integrity to every engagement. We prioritize clear communication, transparency, and accountability in all our interactions, ensuring that our clients feel confident and supported throughout the process. Whether it’s meeting deadlines, respecting confidentiality, or delivering on our promises.”

We serve these and more

Comprehensive Sales Operations and Optimization Services

HOW WE HELP YOU ACHIEVE YOUR SALES GOALS:

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