Audit a sales funnel for leakage, unclear ownership, and automation gaps. [Editorial sample]
Audit this sales funnel as an operator.
Funnel stages and definitions:
{{stages}}
Current tools:
{{tools}}
Conversion notes (facts only; mark unknowns):
{{conversion_notes}}
Team ownership:
{{ownership}}
Deliver:
1) Stage clarity check (definitions, entry/exit criteria).
2) Likely leak points with hypotheses (not invented metrics).
3) Automation opportunities with risk notes.
4) 30-day cleanup backlog prioritized.
5) Dashboard metrics that should exist (definitions only — no fabricated numbers).Export stage definitions from CRM first. Keep unknowns explicit.
Lead → MQL → SQL → Opportunity → Closed; HubSpot + sheets.
Stage audit + 30-day backlog. (Sample structure.)