We run independent sales process audits for small and local businesses — pinpointing the gaps between a lead coming in and a deal closing, and giving you a clear, practical plan to fix them.
Book an auditTrade and home service businesses across Southwestern Ontario — roofers, HVAC, plumbers, electricians, and similar — that have a quoting and sales process, even an informal one, but no outside perspective on whether it's actually working.
The owner or a generalist is handling quotes and follow-up alongside everything else, and no one has time to step back and evaluate it.
You're sending estimates, but too many go quiet before they turn into booked jobs — and you're not sure why.
You have a process in place and it's "fine," but you want an outside, experienced eye on it before you scale it up.
A structured, outside review of how your business actually sells — from first contact to closed deal — with specific, actionable findings at the end. No jargon, no generic playbooks.
We learn your business, your customers, and how sales currently happens — through conversations, not just paperwork.
We review your pipeline, follow-up habits, messaging, and conversion points to find where deals are actually being lost.
You get a clear written report: what's working, what isn't, and a prioritized set of fixes you can act on immediately.
When you're inside a business every day, it's hard to see your own sales process clearly. Problems become habits, and habits stop looking like problems. An outside audit gives you an honest, experienced read on what's actually happening — without the internal politics or blind spots that come from being too close to it.
ClosePoint Consulting is run by Jason Finley, who spent 17 years building a medical device sales business — selling capital equipment to hospitals and orthopedic surgeons, and getting bracing products into clinics one relationship at a time. Different industry, but the same core discipline: earning trust, following through consistently, and building a process that doesn't rely on any one person's memory or hustle to work.
That's what every audit here is built around — not theory, but two decades of actually running a sales process day to day, and knowing what breaks it.
One flat fee. No hourly billing, no surprise scope creep.
Includes a full audit of your quotes, lead sources, and sales process — with quantified findings, revenue impact estimates, and benchmarks against typical trade-business performance.
Reach out and tell us a bit about your business. We'll follow up to find a time to talk through where things stand and whether an audit makes sense.
jasonfinley88@gmail.comServing small businesses across Southwestern Ontario.