A RevOps Audit That Ends With a Roadmap, Not a Report.
We use AI and senior operators to audit your GTM engine across RevOps, Salesforce, HubSpot and the rest of your GTM technology stack. You get a prioritized roadmap and a team that can execute it.
THE PROBLEM
Your revenue engine shouldn’t run on vibes.
Why isn’t pipeline converting?
How should we adopt AI?
Which dashboard is actually right?
Why do reps avoid the CRM?
Why do Marketing and Sales disagree on lifecycle definitions?
Why does everything break when we add headcount?
Whether the issue is strategic, operational, or technical, we diagnose it and show you what to fix first.
THE SOLUTION
CHOOSE YOUR AUDIT
Three audits. One methodology.
A senior team that does the work.
01
RevOps Audit
BEST FOR:
Teams that need full GTM clarity
SCOPE:
Strategy → Process → Tools → Data → Enablement
TIMELINE:
2–5 weeks
An AI-augmented analysis of your go-to-market (GTM) operating model. We use AI (and our wits) to evaluate your current state, then deliver a prioritized roadmap your team can execute.
This isn't a "here are 47 observations" report. It's a prioritization engine, identifying what has the highest ROI, what's creating the most operational drag, and what to do next.
What You Get:
Clear summary of your current GTM operating model (what's working, what's not, and why)
RevOps Lifecycle Maturity baseline (Build/Grow/Scale) and key gaps by workstream
Risks and revenue leaks (process, tooling, data integrity, reporting)
Prioritized roadmap based on ROI and level of effort
For Deep Dive audits: project plans to move from diagnosis to execution
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We assess your GTM system across five workstreams (and the order matters):
Strategy: Whether your GTM strategy is documented, aligned, and executable (ICP/segmentation, funnel design, capacity assumptions, and planning).
Process: How work moves through your customer journey, from first touch to renewal/expansion (stage definitions, handoffs, operating cadence, and whether your teams are running one shared playbook or three).
Tools: The full tech stack (not just the CRM): tool overlap, broken integrations, workflow gaps, and where systems are creating manual work or leaking leads.
Data: Whether your data is trustworthy and decision-ready (field hygiene, definitions, duplication, attribution, reporting foundations, and whether you have a true source of truth).
Enablement: How you reinforce the playbook (skills, tooling proficiency, onboarding, and the feedback loops that keep teams aligned).
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Step 1: Kickoff and Alignment We align on goals, scope, systems, stakeholders, and what "good" looks like for your growth stage.
Step 2: Stakeholder Interviews We meet with GTM leaders and the people doing the work every day. We ask open-ended questions to uncover where the system breaks in reality, not just on paper.
Step 3: Systems and Data Review We review your tools, workflows, and reporting foundations. We validate what we heard in interviews against what the data and systems can actually support.
Step 4: Scoring and Prioritization We score each area (what's healthy, what needs attention, what's broken), identify risks and quick wins, and run a level-of-effort vs. impact prioritization so you know what to do first.
Step 5: Readout and Roadmap We deliver a clear summary, your maturity baseline, and a prioritized roadmap. For deeper audits, we also include project plans so execution can start immediately.
02
SALESFORCE Audit
BEST FOR:
Teams struggling with Salesforce complexity or trust
SCOPE:
Architecture, automation, data quality, reporting
TIMELINE:
4–5 weeks
An AI-augmented audit of your Salesforce org to identify what's slowing revenue execution, undermining data trust, or creating operational risk. We evaluate architecture, objects and fields, automation, integrations, pipeline management, reporting, and governance, then deliver a prioritized roadmap to improve performance and maintainability.
What You Get:
Salesforce current-state assessment and "health" scorecard
Key risks and friction points (usability, automation conflicts, data integrity)
Integration and data flow map + source-of-truth recommendations
Reporting and forecasting reliability findings
Prioritized roadmap (quick wins + foundational projects)
Optional: project plans to accelerate implementation
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Org Architecture and Core Configuration: Objects, record model, field strategy, record types, page layouts, and technical debt.
Lead-to-Cash Process Alignment: Whether Salesforce reflects how revenue actually moves (Lead, Contact, Account, and Opportunity flow, pipeline stages and exit criteria, forecasting methodology, and territory logic).
Automation and Workflow Health: A full inventory of flows, validation rules, and process builders, flagging conflicts, redundancies, brittle logic, and governance gaps.
Data Quality and Integrity: Whether your data can support decisions (duplication, field hygiene, required-field strategy vs. data completeness, enrichment and routing logic, lifecycle consistency, and migration artifacts).
Security and Permissions: How access is managed, and where risk exists (roles, profiles, permission sets, least-privilege gaps, and deployment governance).
Integrations and Data Flows: What connects to Salesforce, how data moves, and where integrations are creating data quality or reporting problems (marketing automation, enrichment, billing/finance, support, product usage, field mappings, sync rules, and source-of-truth decisions).
Reporting and Analytics: Whether your reporting is actually useful (KPI definitions, dashboard architecture, forecasting accuracy, and the gap between what leadership sees and what the team knows).
Governance and Enablement: What keeps the org healthy over time (admin intake, backlog prioritization, change control, documentation, and adoption levers).
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Step 1: Kickoff and Alignment We confirm scope (Sales Cloud only vs. broader), success criteria, and reporting priorities.
Step 2: Stakeholder Interviews and Journey Mapping We interview leaders and frontline teams to map reality vs. the system design.
Step 3: Org Review and Technical Inventory We review objects, fields, layouts, automation, permissions, and integrations.
Step 4: Data and Reporting Validation We validate the integrity of pipeline metrics, forecasting, conversion reporting, and dashboard assumptions.
Step 5: Findings and Prioritization We produce a clear scorecard and prioritize fixes by impact, effort, and risk.
Step 6: Executive Readout and Roadmap You get a roadmap designed for execution, not a theoretical list of issues.
03
HUBSPOT Audit
BEST FOR:
Teams with lifecycle, attribution, or automation friction
SCOPE:
Data model, lifecycle stages, workflows, integrations, reports
TIMELINE:
4–5 weeks
An AI-augmented, end-to-end review of your HubSpot portal to uncover what's helping growth, what's creating friction, and where data or reporting may be at risk. We assess your setup across data model, lifecycle stages, pipelines, automation, integrations, reporting, and governance, then deliver a plan that works.
What You Get:
HubSpot current-state assessment and "health" scorecard
Lifecycle + funnel definition alignment recommendations
Inventory of automation + highest-risk workflows
Third-party integration health summary + source-of-truth recommendations
Reporting and attribution findings (what to trust, what to fix)
Sequenced action plan ranked by impact and effort
Optional: project plans to move from findings to execution
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Data Model and Structure: Whether your portal structure supports your GTM motion (objects, record architecture, field hygiene, duplicate management, and lifecycle stage definitions).
Marketing Hub Foundations (if applicable): The building blocks of inbound performance (forms, routing logic, campaign tracking, UTM governance, email setup, subscription types, consent/GDPR alignment, deliverability, and paid integrations).
Sales Hub Foundations (if applicable): Whether HubSpot accelerates selling or slows it down (pipelines, stage definitions, lead routing, sequences, templates, playbooks, rep workflows, and forecasting visibility).
Service Hub Foundations (if applicable): Tickets, pipelines, CS handoffs, SLAs, automation, and reporting visibility.
Automation and Workflows: A full inventory of workflow logic, enrollment triggers, suppression rules, conflicts, redundancies, auditability, and maintainability.
Integrations and Data Flows: What connects to HubSpot, how data moves, and where integrations are creating problems (native tools, middleware, field mappings, sync rules, and source-of-truth decisions).
Reporting and Attribution: Whether your dashboards match reality (funnel reporting, attribution setup and limitations, KPI definitions, dashboard sprawl, and executive reporting reliability).
Governance, Permissions, and Enablement: How you keep HubSpot clean over time and what's missing as you scale (permissions, admin controls, change management, documentation, and operational cadence).
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Step 1: Kickoff and Success Criteria We align on goals, scope (Marketing/Sales/Service Hubs), and the metrics that matter.
Step 2: Stakeholder Interviews and Workflow Walkthroughs We talk to leaders and frontline users to identify where HubSpot breaks in real life.
Step 3: Portal Review and Configuration Inventory We review objects, properties, pipelines, automations, permissions, and integrations.
Step 4: Data and Reporting Validation We validate the integrity of lifecycle reporting, attribution, funnel performance, and dashboards.
Step 5: Findings, Scorecard, and Prioritization We deliver a clear scorecard, identify quick wins vs. structural fixes, and prioritize by impact and effort.
Step 6: Readout and Roadmap You get a roadmap your team can execute, plus optional project plans if you want us to stay involved.
WHY DOMESTIQUE
We're not here to hand you a slide deck.
Most audits produce observations. Ours produce a roadmap and a team that can execute it.
60+ Senior Operators The people doing your audit would be VPs of RevOps at another company. No juniors learning on your dime.
AI-Augmented (Not AI-Dependent) We use AI to move quickly and see more, not to replace the human judgment that comes from 12 years of building GTM machines. Deeper analysis, faster.
System-Agnostic We work in HubSpot, Salesforce, and nearly any GTM tech stack. Strategy and process come first. The tools are downstream of the operating model.
Platinum HubSpot Partner We’ve got the credentials, and we've put them to work across hundreds of businesses. We know what good looks like at Build, Grow, and Scale.
We Can Run It Too If you want to go further, our fractional RevOps engagements are a natural next step. The same senior operators, now embedded in your org.
What Clients Say
“Since the initial rev ops assessment through the numerous projects that I've worked closely with their team on, they've consistently impressed me. Their team is filled with diligent project managers, skilled technical practitioners and consultative resources that prioritize identifying opportunities to optimize the overall revenue function. I consistently bring up Domestique when speaking with other revenue leaders as a no brainer partner to ensure that they're maintaining a sophisticated department & gtm motion.”
Arash Bakhshandehpour, Director of Sales
“Domestique helped us with an ICP, segmentation, and TAM/SAM/SOM analysis so that we could better understand the specific characteristics and size of our target market. What set Domestique apart from other consultants we’ve worked with was their unbridled enthusiasm to dive in with our team to understand our business and our market. They have an uncanny ability to listen well, learn fast, and then turn the research and business information into actionable insights. We felt they were part of our team and not just some third-party agency applying a standard framework. We thoroughly enjoyed the people, the collaboration, and the outcome.”
Neil Anderson, cmo
“Domestique streamlined our outdated HubSpot setup, resolving key issues and making valuable changes that improved our funnel insights and system maintainability.”
Brian Wones, VP of GTM Operations
Answers to
common questions
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An internal team starts from scratch on their own systems and usually lacks the external benchmark for what "good" looks like. Our team has worked across a wide range of companies at your stage. We know what we're looking for before we log in, and we can tell you where you stand relative to similar organizations.
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A senior RevOps lead, and additional specialists based on scope (Marketing Ops, Sales Ops, HubSpot or Salesforce admins, data and attribution expertise as needed). You'll meet them before we start.
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System access, a kickoff call, and availability for stakeholder interviews across GTM leadership and frontline. We're efficient by design; the AI augmentation significantly reduces the time burden on your team.
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You get the roadmap. You can execute it internally, hand it to your team, or engage us to run it. A lot of clients move into a fractional RevOps engagement: same team, extended scope.
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Yes. We're a Platinum HubSpot Partner and are system-agnostic across nearly any GTM tech stack. We follow your process, not the tool's defaults.
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Pricing is scoped based on which audit, team size, and systems involved. The fastest way to get a number is a 30-minute conversation.
THE EXECUTION
Your revenue engine is worth a second opinion.
If something feels off and you're not sure where to start, an audit is the cleanest way to find out. No 47-page deck, no vague recommendations.