Find where deals die, who owns what, and which handoffs are still manual. Run this audit weekly to stop revenue leakage before it compounds.
Audit this sales funnel for three failure modes:
1. LEAKAGE: Where do deals stall or drop? Calculate drop-off rate per stage. Flag any stage with >40% loss unexplained.
2. OWNERSHIP: Who owns each transition? {{ownership_map}}. Highlight any handoff with unclear DRI or shared responsibility.
3. AUTOMATION GAPS: Which steps are manual that should be triggered? {{current_automation}}. Recommend 3 quick wins (Zapier, native CRM automation, or webhook).
Funnel data:
{{funnel_stages}}
{{deal_velocity}}
{{handoff_notes}}
Output format:
LEAKAGE POINTS (ranked by revenue impact)
OWNERSHIP GAPS (by stage)
AUTOMATION OPPORTUNITIES (quick wins first)
ACTION ITEMS (this week)1. Export your CRM funnel data (stages, deal count, win rate, cycle time per stage). 2. Map your ownership (who qualifies, who demos, who closes, who onboards). 3. List current automations (email sequences, task creation, Slack alerts). 4. Paste into the prompt. 5. Review the audit with your sales leader and ops person. 6. Pick one leakage point and one automation gap to fix this week.
Funnel stages: Prospect (200 leads) → Qualified (80, 40% drop) → Demo (45, 44% drop) → Proposal (28, 38% drop) → Closed (12, 57% drop). Ownership: Sales Dev owns Prospect→Qualified, AE owns Qualified→Closed. Current automation: Email sequence on Qualified, nothing else. Handoff notes: AE doesn't always get notified when a lead qualifies. Demo scheduling is manual Calendly link in email.
LEAKAGE POINTS: 1. Qualified→Demo (44% drop, ~$180k revenue impact): Demos not scheduled within 24h of qualification. No SLA. 2. Proposal→Closed (57% drop): Proposals sent but no follow-up cadence. Deals sit 30+ days. OWNERSHIP GAPS: 1. Qualified→Demo handoff: Sales Dev qualifies but AE doesn't get notified automatically. 3-day lag. 2. Demo→Proposal: No clear DRI. Sometimes AE sends, sometimes Sales Dev does. AUTOMATION OPPORTUNITIES: 1. QUICK WIN: Slack alert to AE when lead qualifies (Zapier, 5 min setup). 2. QUICK WIN: Auto-create demo task in CRM, due 24h after qualification. 3. MEDIUM: Proposal reminder sequence (email at day 3, 7, 14 if unsigned). ACTION ITEMS THIS WEEK: - Set up Qualified→Demo Slack alert (AE owner) - Define Proposal→Closed DRI (Sales leader) - Audit 5 recent deals: where did they actually stall?