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Sales and Marketing Audit Plan

Sales and Marketing function audits often produce general observations without the structured framework needed to drive capability investment decisions.
$0.00

Tool's Overview

Sales and Marketing function audits often produce general observations without the structured framework needed to drive capability investment decisions.

The Sales and Marketing Audit Plan provides a structured audit plan with explicit dimensions, scoring, and capability development priorities.

It replaces general observations with disciplined audit discipline.

What This Tool Does

This tool enables Trade Marketing and Sales teams to:

  • Define audit scope and dimensions
  • Score current capability across dimensions
  • Surface capability gaps
  • Build a capability development plan
  • Brief leadership on function maturity

When to Use This Tool

This tool is typically used when:

  • Annual function reviews
  • Auditing capability gaps
  • Briefing leadership on function maturity
  • Building capability development programmes

Who Should Use This Tool

This tool is intended for:

  • Trade Marketing Managers and Heads
  • Brand Managers and Category Managers
  • Sales and Distribution leadership
  • Strategy and commercial planning teams
  • Market entry and expansion teams

It is equally relevant for FMCG brand owners managing in-house teams and for distributors operating across multiple categories and channels.

How the Tool Is Structured

The tool is organised into the following working sections:

  • Instructions – framework guidance
  • Audit Plan – structured S&M audit worksheet

This ensures function audits drive investment, not just observation.

Access Options

Free

$0

Select

$99

Unlimited

$999

FAQs

Do I need special software?

No, All tools are built in Microsoft Office.

Download links are sent by email.

Yes, they are fully editable.

Proprietary to OliiR Academy – For internal use only.

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