Audit Report · 10 business days
Pipeline Health Audit
A focused diagnostic of CRM hygiene, stage definition consistency, and data gaps that distort your pipeline readings—completed in ten business days with a remediation checklist.
Who this is for
Sales operations leads and commercial managers who suspect their pipeline numbers are unreliable due to inconsistent stage usage, stale opportunities, or missing close dates.
What you receive
- CRM hygiene scorecard with field-level gap analysis
- Stage definition consistency report across rep teams
- Stale opportunity inventory with recommended actions
- Prioritized remediation checklist with owner assignments
Timeline & delivery
Ten business days from export receipt. Findings presentation scheduled on day eleven.
Location: Findings presentation in Busan office or via video.
Pricing basis: Fixed project fee — from KRW 2,200,000
Process
- Scope call to identify CRM system, user groups, and pain points
- Full CRM export plus stage definition documentation request
- Automated and manual sampling of 200+ opportunity records
- Gap analysis mapped to impact on conversion and forecast metrics
- Findings draft shared with sales ops for factual verification
- Final audit report and presentation to commercial manager
Included
- Analysis of up to 2,000 open and recently closed opportunities
- Comparison of stage usage across up to five rep teams
- Written remediation checklist with estimated effort per item
Not included
- Hands-on CRM cleanup or rep training sessions
- Integration work between CRM and other systems
- Ongoing monitoring after audit delivery
When an audit comes before a full review
Teams that skip hygiene work often misread conversion rates because half their "proposal" stage deals haven't been touched in ninety days. This audit tells you whether your data is trustworthy enough for a quarterly review—or what to fix first.