Sales Process Analyzer
Map your sales funnel and find every step where automation would win you more deals
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Most sales teams lose deals not because of the product — but because of slow follow-up, missed touchpoints, and manual tasks that eat into selling time. This analyser maps your end-to-end sales process and flags every step where automation would win you more deals.
Stages This Analyser Covers
1. Lead Generation
- Are leads from all channels (web, social, referral) captured in one place?
- Is there instant lead notification to the sales team?
- Are inbound leads scored automatically?
2. First Response
- Is there an automatic acknowledgement when a lead submits?
- Does the first response happen within 5 minutes? (odds of qualification drop 10× after that)
- Is a meeting link sent automatically?
3. Qualification
- Are discovery questions asked via a smart form or AI bot before the first call?
- Is qualification data synced to the CRM automatically?
- Are unqualified leads sent to a nurture sequence rather than ignored?
4. Proposal & Follow-Up
- Are proposals generated from a template or created from scratch each time? The Proposal Generator handles this step if you're still writing from scratch.
- Is there an automated follow-up sequence if the proposal goes quiet?
- Is the sales rep alerted when a prospect re-opens the proposal?
5. Close & Onboard
- Are contracts sent and e-signed automatically?
- Is the handoff from sales to delivery automated?
- Does the CRM update automatically when a deal closes?
What a Fully Automated Sales Process Looks Like
The goal isn't to remove humans from sales — it's to remove humans from admin so they can spend more time selling. For the lead-scoring piece specifically, Lead Qualification Bots covers how that's typically built. Book a session to design your automated sales process.
Want this built against your real numbers?
A 30-minute call to scope the workflow, agent, or automation you actually need.
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