The 15-Point SaaS Funnel Audit Checklist
Industry Insights6 min read·January 10, 2024

The 15-Point SaaS Funnel Audit Checklist

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Altior Team

RevOps Specialists

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The hygiene checks we run before any forecast. Spot bottlenecks and fix handoffs between Sales and Marketing.

After auditing 50+ SaaS sales funnels, we've identified the most common revenue leaks. Here are the 15 critical checkpoints that separate predictable growth from chaotic revenue cycles.

Lead Qualification Is Broken in 70% of SaaS Companies

Most teams have vague qualification criteria that create friction between marketing and sales. Without clear ICP definitions and BANT-style scoring, you're passing junk leads and missing qualified prospects.

Handoff Timing Kills 40% of Potential Deals

The average SaaS lead gets cold-called 3 days after downloading a resource. By then, they've forgotten about you and moved on to competitors. Speed to lead should be measured in minutes, not days.

Pipeline Stages Don't Match Buyer Journey

Your CRM stages should mirror how customers actually buy, not how you want to sell. Misaligned stages create false confidence in forecasting and hide real conversion bottlenecks.

No One Owns the Middle of the Funnel

Marketing owns top-funnel, sales owns bottom-funnel, but the middle (nurturing qualified leads) falls into a black hole. This is where 60% of potential revenue dies.

Attribution Models Are Too Simple

Last-touch attribution gives all credit to bottom-funnel activities, starving top-funnel programs of budget. Multi-touch attribution reveals the true customer journey and channel effectiveness.

The best SaaS companies audit their funnel quarterly, not annually

The Bottom Line

The best SaaS companies audit their funnel quarterly, not annually. Small leaks compound into massive revenue losses. Fix the fundamentals first: qualification, handoffs, and attribution. Everything else is optimization.
AT

Altior Team

RevOps Specialists

Helping B2B SaaS companies build predictable revenue engines through strategic RevOps implementation.

Get the complete funnel audit checklist

Download our 15-point checklist and audit your funnel like we do for $2M-$8M ARR SaaS companies.

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