Sales Angel
Sales Angel is the next step after the VOC study. While VOC uncovers why customers don’t buy and how they perceive your sales process, Sales Angel verifies whether your team has actually put those insights into action in new sales conversations.
We reach out to recently lost sales opportunities who didn’t finalize their purchase to learn what truly shaped their decision, how they experienced your communication,
and whether there is an improvement based on previous VOC findings.
This gives you real market feedback on how effectively your team applies customer insights, which recommendations have improved conversion, and where the sales process still needs refinement.
Quick evaluation of salespeople
In a short series of tests, we take the role of a client and assess real salesperson behavior – preparation, discovery, needs diagnosis, value communication, handling objections, closing, and follow-up. We deliver the results in a clear competency report with developmental feedback and improvement priorities. This way, you instantly know who sells effectively and where additional coaching or process adjustments are needed.
Lost Deal Analysis
We review recently lost deals and uncover the real reasons for customer withdrawal beyond what’s recorded in CRM or declared by your team.
We categorize causes (e.g. offer fit, timing, price, competition, trust) and highlight fast improvements in communication and process.
The result is a clear list of actions that quickly increase your win rate.
CRM Consistency Verification
We compare what happens in calls and correspondence with what gets entered into your CRM system – stages, lost reasons, follow-up timing, and quality. We identify data gaps and inconsistencies that distort your pipeline and forecasts. You receive a compliance report with CRM entry standards and KPI alignment ensuring your decisions are based on a full and reliable picture.
How the Sales Angel process works
Introductory Meeting
After completing the Voice of Customer (VOC) study, we meet to align on key insights and define what we want to verify in Sales Angel. We identify the main areas to test such as sales communication, follow-ups, or offer alignment and agree on the scope and goals of the analysis.
Audit Execution
We reach out to recently lost sales opportunities to understand what truly influenced their final decision.
Through direct conversations, we analyze how prospects experienced your team’s communication, offer, and follow-up and whether the improvements from the VOC study are reflected in real interactions.
Summary and Recommendations
We present your audit results along with a clear analysis of team strengths and weaknesses. You’ll see what actually drives or blocks conversions and which factors most impact lost opportunities. We provide precise recommendations for improvement to help your team sell more effectively.
Workshops
Workshops are offered as an additional service for teams that want to take the next step after receiving the Sales Angel results.
Together, we translate findings into specific improvements, refining sales scripts, follow-up strategies, and communication standards.
