Client Setup Form - Sales Audit

Set Up Your Sales Audit Workspace

Company Identity & Account Administration

It will only take a few minutes to get the information needed to set up your workspace. Once set up, you'll receive a survey every two weeks with approximately 5 questions. It should take no more than 2 minutes to complete each survey which will help Sales Audit translate into clear, benchmarked insights your team can act on.

Company Name*

Used to organize your dashboard, team invites, and executive reports.

Your Name*

Primary point of contact completing this setup.

Your Title*

Your Email Address*

Your Phone Number*

Will you be the Account Administrator?

Yes

No

After account set-up, the administrator will receive credentials via email to log in to the dashboard and will be responsible for adding and assigning all users, permissions, etc.

Account Administrator Details

Administrator Name*

Administrator Title*

Email*

We will send the master login credentials and admin setup instructions directly to this email address.

Primary Industry*

Allows our AI model to benchmark your team's sales process against industry-specific standards.

Organization Size / Sales Team Headcount*

Helps us properly structure your team tiers and survey distribution lists.

Benchmark Calibration

Sales Audit compares your current performance against your historical data and future targets to surface actionable paths to winning.

Historical Growth Rate

Select your average revenue/growth rate over the last 12–24 months. This helps establish your baseline performance curve.

Target Growth Trajectory*

What is your target growth goal for the next 12 months? Our AI engine uses this to prioritize high-impact recommendations on your Insights dashboard.

Visibility & Governance

Define your data transparency. Control how insights flow between leadership, sales managers, and individual reps.

Allow Management to View Employee Results

Yes

Enabling this allows sales leaders and managers to view individual rep scores, pinpointing specific coaching opportunities and skill gaps.

You're Almost Ready

Your Sales Audit workspace is configured. Review your settings and launch your workspace when you're ready.

Company information
Benchmark calibration
Visibility & governance