Resources

Free Resource

Industrial Sales Audit Checklist

Use this checklist to quickly assess the commercial health of your industrial business. Each item represents a lever that — if underperforming — is costing you revenue today.

Download coming soon — check back shortly or contact us to receive your copy.

1. Market Targeting

☐  Do you have a clearly defined Ideal Customer Profile (ICP) by industry, application, and company size?

☐  Is your sales team consistently targeting customers that match that profile — or pursuing any available deal?

2. Team Structure

☐  Are roles clearly defined between inside sales, field sales, application engineering, and channel partners?

☐  Do you have the right headcount and coverage model for your target markets?

3. Sales Process

☐  Is there a documented, repeatable sales process from first contact to close — and does your team follow it?

☐  Do your salespeople know what “good” looks like at each stage of the funnel?

4. CRM Usage

☐  Is your CRM actively used by the entire sales team — or is it a glorified contact list?

☐  Can leadership access real-time pipeline data and account activity without asking the rep?

5. Pipeline Visibility

☐  Do you have confidence in your pipeline forecast — or do deals surprise you in both directions?

☐  Is pipeline coverage consistently 3–4x your revenue target?

6. Coaching Cadence

☐  Do managers conduct structured, deal-focused one-on-ones with reps at least weekly?

☐  Is coaching documented — or does it happen informally and inconsistently?

7. Incentive Alignment

☐  Does your compensation plan reward the behaviors you actually want — or does it drive unintended outcomes?

☐  Are your top performers staying — and do you know why your bottom performers are staying too?

8. Channel Clarity

☐  Do you have a defined policy for when to sell direct versus through distribution?

☐  Are distributor roles, territories, and performance expectations documented and enforced?

9. Messaging & Value Proposition

☐  Can every member of your sales team articulate your differentiated value in 30 seconds or less — without mentioning price?

☐  Is your messaging consistent across your website, proposals, and sales conversations?

10. Operating Rhythm

☐  Does your commercial team operate on a consistent weekly and monthly cadence — pipeline reviews, account planning, forecasting?

☐  Are these meetings structured and forward-looking — or informal, backward-looking status updates?

Score Your Results

8–10 checked: Strong foundation — focus on optimization and growth acceleration.
5–7 checked: Meaningful gaps exist — a few targeted improvements can unlock significant revenue.
0–4 checked: Structural work needed — the right operating model can dramatically change your trajectory.