Custom Audits

Do you want to create different results for your business but you don’t know where to begin?

You know improvements need to be made but you’re not sure what they are, how to make the necessary changes or who has the time to make this a priority.

Perhaps you’re not 100% confident that you know what is happening with your managers, your sales force or your customers.

That is where Southwestern Consulting’s Custom Audit service comes into play.

We shadow, watch, follow, secret shop, interview and engage on the ground floor with a variety of different touch points within your business to get a practical understanding of what is really happening.

Our team then provides you with scorecards on exactly what is going on and how each person is doing to empower you to make the decisions that will move your business forward.

Here are some of the things our clients experience during a Custom Audit:

  • Full Day Shadows
  • 1/2 Day Shadows
  • Interviews (Executive Leadership, Management, Sales Force, Customers, etc)
  • Sales Script Audit
  • Training Manual Audit
  • Sales Compensation Audit
  • Leadership Audit (ECCE)
  • Recruiting Process Audit
  • Onboarding and Orientation Audit
  • Executive Leadership Assessment
  • Online Strategy Audit
  • Marketing Audit
  • Secret Shops
  • Sales Activity ROI Analysis
  • Financial Statement Review

To learn more about how we partner with you to elevate your sales :

Request a free consultation


Lee Pepper, CMO, Foundations Recovery Network

Working with Southwestern Consulting has turned out to be one of the best decisions I’ve ever made as a leader. They quickly executed a 30-day analysis and came back with what was mind-blowing opportunities for improvement. Since then, our call-to-admission conversion ratio has quadrupled! They are simply amazing.

Forrest Walden, Founder and CEO of IronTribe Fitness

After a 60-day research phase, the Southwestern Consulting team uncovered several key areas for improvement. Collectively, our 32 franchise gyms increased overall sales numbers by just over $100,000 chain-wide after one month of beginning work with you! This is by far and away the biggest increase month over month that we have ever seen!

Kelly Roy, VP of Business Development, Century II

Southwestern Consulting is highly customized, organized and efficient. We have seen results immediately and I can't be more thrilled.

Frank Argenbright, Owner and CEO, SecurAmerica

Southwestern Consulting helped us make immediate changes in our business. The initial investment was recovered within a few months. You guys are the best sales performance consultants in the world, period.

Tim Leeper, President, Tim Leeper Roofing

I have seen meaningful differences since having Southwestern be a part of our team. If leaders are serious about improving performance and increasing capacity for growth, they should strongly consider working with your team.

Tracy Christman, VP of Vendor Alliance, Budget Blinds on our 2013 Canadian Summit

By dedicating the time and attention to understanding both our model and the challenges that face our business, your trainings have always been deemed by our franchisees as pertinent, timely, relevant, and actionable. It's no coincidence that Southwestern Consulting sessions are regularly the highest rated.

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