Sales Operations & AI Readiness Audit for B2B companies in India.
A two to three week, evidence-based audit of your pipeline, process, team and CRM. It shows exactly what is blocking revenue, and which parts of your sales workflow are genuinely ready for AI, and which are not.
- 22% to 41% proposal-to-closeA B2B client that fixed qualification and follow-up
- +45% revenue, margin 2.3% to 3%PartsCity, an automobile aftermarket e-commerce trading business
- 30+ years in sales leadershipThe audit is led by me, not a junior team
Results are from specific engagements and are not guarantees.
Most sales problems are not people problems. They are system problems.
Your team is working hard, yet the pipeline numbers cannot be trusted. Good deals stall without a clear next step. Sales reviews talk about activity, not movement. Revenue still depends on one or two people, often the founder.
Now there is pressure to "add AI" on top of all this. But AI tools do not fix unclear stages, weak qualification or patchy CRM data. They simply run on top of them, faster.
Do not automate a broken sales process. You will only automate the confusion.
AI can take real work off your team: prospect research, meeting preparation, follow-up drafts, CRM updates and pipeline summaries. But it only works well when the basics underneath are in place.
- Clear ownership: everyone knows who is responsible for each deal and each stage.
- Defined stages: every stage has entry and exit criteria that everyone agrees on.
- Consistent qualification: the team uses the same criteria to decide which deals are worth pursuing.
- Clean CRM data: the information AI will read from is accurate and up to date.
- Measurable KPIs: you can tell whether anything, AI included, is actually improving results.
The audit checks these foundations first. Then it identifies where AI will save your team real hours, and where it would only add noise, extra checking or risk.
From sales problem to measurable result.
Every recommendation follows the same chain. We start from a real revenue problem, map the workflow behind it, and decide where AI helps and where a human must stay in control. No tool gets recommended for its own sake.
Sales problem
The revenue issue you actually feel, named in plain terms.
Workflow
The real steps a deal or a lead goes through today.
Where AI helps
The specific, repetitive step AI can genuinely take off your team.
Human approval
Where a person must still decide, check or intervene.
CRM
Where the result is captured, so it does not disappear.
KPI
The number that proves whether it actually improved results.
What I examine
- Pipeline and CRM data: how accurate, complete and trustworthy your pipeline really is.
- Sales process and stages: whether your stages, qualification criteria and handoffs are clearly defined and actually followed.
- Live sales conversations: call shadowing and review, to see how your team really sells.
- Founder and key-person dependence: how much revenue relies on one or two individuals.
- Management rhythm: how pipeline reviews, forecasting and coaching are run today.
- AI readiness: which repetitive sales activities, such as research, meeting preparation, follow-ups, CRM updates and proposals, are good candidates for AI, and what must be fixed before any automation.
Plus GST. Two to three weeks. On site or online, anywhere in India.
- Sales Health Report
- Founder-dependence score
- AI Opportunity Map
- Prioritised 90-day roadmap
- Leadership walkthrough
100% of the fee is credited towards your first month if you move to a Fractional Sales Director or B2B Startup Sales Consulting engagement within 30 days.
Book a free 30-minute review callWhat you receive.
Written Sales Health Report
The main constraints, named with evidence, not opinion.
Founder-dependence score
A clear picture of how much revenue relies on one or two people.
AI Opportunity Map
5 to 10 sales activities ranked by readiness and likely time saved, each marked "automate now", "fix first" or "keep human".
Prioritised 90-day roadmap
The highest-impact actions, in the order to do them.
Leadership walkthrough
A live session to talk through the findings with you or your leadership team.
AI can speed up research. It cannot tell you what to fix.
AI can summarise your CRM. It cannot tell you why deals stall in stage three, whether your best rep's method can be taught to others, or which process fix will move revenue this quarter. That judgement comes from 30-plus years of building and leading sales teams, and it is what this audit delivers, personally, from me.
A good fit if you are
- A founder-led B2B business trying to move beyond founder-dependent selling
- A funded or growing company planning to add salespeople or AI tools, and wanting to get the foundation right first
- A sales leader whose pipeline and forecasts no longer feel reliable
Not the right fit if you
- Want only an AI tool installed or a chatbot built. I design the sales process and the AI plan; tool setup is done with your CRM or automation partner.
- Are looking for a generic prompt-writing workshop
Questions about the audit
I decide what should be automated, design the workflow and define the human checkpoints. Where tool setup or integration is needed, I work alongside your CRM or automation partner, so you get the right solution without paying consulting fees for technical setup.
No. Used well, AI removes the repetitive work so your sellers spend more time with buyers. The audit shows where that time can come from, and where human judgement must stay in the loop.
Yes, and it is often where the audit adds the most value. A messy or unused CRM is one of the first things I assess, because every AI or automation plan depends on it.
Mainly a few interviews, call-shadowing sessions and access to your CRM data. I keep the disruption to your team's selling time minimal.
An export of your pipeline or CRM data, access to a few recorded or live sales calls, and time with you and the people closest to revenue. I keep everything confidential.
No. The report and roadmap are yours to use with your own team. If you want help carrying the work through, the follow-on options are B2B Startup Sales Consulting or a Fractional Sales Director engagement.
Is the Sales Operations Audit Right for You?
This audit is not a generic health check. It is for leaders who suspect something structural is wrong, and want evidence before they act. Answer 5 honest questions to find out if you recognise yourself here.
Where should we send your result?
Enter your details to see your personalised score, verdict and recommendation, and we will email you a copy to revisit later.
Where the audit leads.
The audit's job is to tell you which of these fits, with evidence rather than a guess.
Founder still doing all the selling
B2B Startup Sales Consulting: learn the fundamentals, then build the team.
Existing sales team, leaking funnel
Fractional Sales Director: I take charge of the function and fix it directly.
Skills gap, not a system problem
Sales capability building: periodic training that compounds over time.
Clarity before anything else changes.
Working with Mr Jayant Kelkar has been invaluable for EvolvingX. His expertise in Business Canvas Planning and Sales & Marketing Strategy allowed him to craft a customised, efficient sales approach tailored to our unique needs.
Find out what is really holding your revenue back.
Book a free 30-minute call. We will discuss your sales situation and I will tell you honestly whether the audit is the right next step.
