Fix the system. Unlock Your revenue.

We audit your RevOps engine and deliver a prioritized roadmap
(One you can actually execute)

THE PROBLEM

Your revenue engine shouldn’t run on vibes.

  • Why isn’t pipeline converting?

  • 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 help you see what’s working, what’s broken, and what to fix first.

THE SOLUTION

CHOOSE YOUR AUDIT

01

RevOps Audit

BEST FOR:
Teams that need full GTM clarity
SCOPE:
Strategy → Process → Tools → Data → Enablement
TIMELINE:
2–5 weeks
OUTCOME:
Full GTM maturity baseline + prioritized roadmap

A structured analysis of your go-to-market (GTM) operating model so you can clearly see what’s working, what’s broken, and what to fix first. We evaluate your current state across Strategy, Process, Tools, Data, and Enablement, 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.

  • We assess your GTM system across five workstreams (and the order matters):

    1. Strategy
      We evaluate whether your GTM strategy is documented, aligned, and usable by the people executing it—across things like ICP/segmentation, funnel design, targets/capacity assumptions, and planning.

    2. Process
      We examine how work moves through your customer journey—from first touch to closed-won to renewal/expansion. That includes stage definitions, handoffs, operating cadence, and whether your teams are executing one shared playbook or three different interpretations.

    3. Tools
      We review your tech stack (not just your CRM) and how it supports your strategy and processes. We look for tool overlap, broken integrations, workflow gaps, and places where your systems are creating manual work—or leaking leads.

    4. Data
      We assess whether your data is trustworthy and decision-ready: field hygiene, definitions, duplication, attribution, reporting foundations, and whether you have a true source of truth. If your inputs are unreliable, your dashboards are fiction.

    5. Enablement
      We evaluate how you reinforce the playbook: skills, tooling proficiency, onboarding, and the feedback loops that keep teams aligned and performance consistent.

  • The Framework

    Domestique’s RevOps framework is built on five workstreams:

    Strategy → Process → Tools → Data → Enablement

    Because:

    • If the strategy isn’t written down, it doesn’t exist.

    • Process is how you execute strategy.

    • Tools should support process (not dictate it).

    • Data comes from your tools and only matters if it drives decisions.

    • Enablement is how you make the whole system stick.

    The audit also maps your organization to your RevOps Lifecycle Maturity—so you know whether you’re in Build, Grow, or Scale, and what “good” should look like at your stages.

    Our Process

    Step 1 — Kickoff + 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 + 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 + 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 + Roadmap

    We deliver a clear current-state summary, your maturity baseline, and a prioritized roadmap. For deeper audits, we also include project plans so execution can start immediately.

  • Your Side (typical)

    • Executive sponsor (CEO/CRO/COO)

    • Marketing, Sales, and Customer Success leadership

    • Ops/System owners (RevOps, Marketing Ops, Sales Ops, CS Ops)

    • Frontline reps/managers (BDR/SDR, AEs, CSMs) to pressure-test what’s real

    Domestique Side

    A senior RevOps lead plus the right specialists depending on scope—often including:

    • Revenue Operations Analysts

    • Marketing Ops, Sales Ops, CS Ops

    • GTM Systems Architects

    • HubSpot and/or Salesforce admins

    • Data/attribution/reporting expertise (as needed)

    We keep the team lean, but full-stack—so findings are both strategic and technically grounded.

    • 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

    • For CRM audits: workflow, automation, and setup recommendations

02

SALESFORCE Audit

BEST FOR:
Teams struggling with Salesforce complexity or trust
SCOPE:
Architecture, automation, data quality, reporting
TIMELINE:
4–5 weeks
OUTCOME:
Salesforce health score + technical roadmap

Reviews 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.

The goal: reduce technical debt, increase adoption, and make Salesforce a reliable foundation for growth.

    1. Org Architecture & Core Configuration

      We review the foundation:

      A) Objects (standard + custom), record model, and relationships

      B) Field strategy: required fields, hygiene, naming, and duplication

      C) Record types, page layouts, Lightning app design, and usability

      D) Managed packages and technical debt (where relevant)

    2. Lead-to-Cash Process Alignment

      A) We assess whether Salesforce matches how revenue actually happens:

      B) Lead, Contact, Account, and Opportunity flow

      C) Pipeline stages, definitions, exit criteria, and handoffs

      D) Forecasting approach (categories, rollups, methodology)

      E) Ownership logic and territory/assignment considerations (where relevant)

    3. Automation and Workflow Health

      We inventory and evaluate:

      A) Flows, validation rules, process builders/workflows (as applicable)

      B) Conflicts, redundancies, brittle logic, and unintended consequences

      C) Automation governance and maintainability

    4. Data Quality and Integrity

      We assess whether the data can support decision-making:

      A) Duplication, normalization, and identity resolution patterns

      B) Required-field strategy vs. data completeness reality

      C) Data enrichment, routing logic, and lifecycle consistency

      D) Migration artifacts or legacy structure that creates reporting errors

    5. Security and Permissions

      We review how access is managed and where risk exists:

      A) Roles, profiles, permission sets, sharing rules

      B) Admin controls, least-privilege gaps, and operational friction

      C) Governance for changes and deployments (at the level appropriate to your org)

    6. Integrations and Data Flows

      We map what connects to Salesforce and how data moves:

      A) Marketing automation, enrichment, billing/finance, support, product usage, etc.

      B) Field mappings, sync rules, error points, and ownership/source-of-truth decisions

      C) Where integration behavior is undermining data quality or reporting

    7. Reporting & Analytics

      We validate whether your reporting is trustworthy and useful:

      A) KPI definitions and alignment across dashboards

      B) Report architecture, pipeline coverage, conversion rates, and forecasting accuracy

      C) “Executive truth” vs. “team truth” gaps—and how to fix them

    8. Governance & Enablement

      We evaluate what keeps the org healthy over time:

      A) Admin intake process, backlog prioritization, and change control

      B) Documentation and operational standards

      C) Enablement and adoption levers that improve data quality and consistency

  • Our Framework

    We audit Salesforce through a RevOps lens:

    Strategy → Process → Salesforce Configuration → Data → Enablement

    Our goal is not perfection—it’s a Salesforce org that is:

    • easy to use

    • hard to break

    • trusted for reporting

    • aligned to the way your GTM team actually operates

    Our Process

    Step 1 — Kickoff + Alignment

    We confirm scope (Sales Cloud only vs. broader), success criteria, and reporting priorities.

    Step 2 — Stakeholder Interviews + Journey Mapping

    We interview leaders and frontline teams to map reality vs. the system design.

    Step 3 — Org Review + Technical Inventory

    We review objects, fields, layouts, automation, permissions, and integrations.

    Step 4 — Data & Reporting Validation

    We validate the integrity of pipeline metrics, forecasting, conversion reporting, and dashboard assumptions.

    Step 5 — Findings + Prioritization

    We produce a clear scorecard and prioritize fixes by impact, effort, and risk.

    Step 6 — Executive Readout + Roadmap

    You get a roadmap designed for execution—not a theoretical list of issues.

  • Your Team

    • Executive sponsor (CRO/COO/CEO)

    • Salesforce Admin / RevOps

    • Sales leadership (SDR/AE/Rev leadership)

    • Marketing Ops (if integrated)

    • CS Ops / Support Ops (if relevant)

    • IT/Security stakeholder (as needed)

    • A handful of frontline users for workflow validation

    Domestique Team

    • Senior RevOps lead

    • Salesforce solutions architect / admin

    • Data + reporting specialist (as needed)

    • Integration specialist (as needed)

    • 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

03

HUBSPOT Audit

BEST FOR:
Teams with lifecycle, attribution, or automation friction
SCOPE:
Data model, lifecycle stages, workflows, integrations, reports
TIMELINE:
4–5 weeks
OUTCOME:
HubSpot health score + cleanup roadmap

An 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 prioritized roadmap your team can execute.

It’s not a generic checklist—it’s a practical plan to align HubSpot with how your GTM team actually operates.

    1. Data Model & Structure

      We review how your portal is structured and whether it supports your GTM motion:

      A) Objects (standard + custom), associations, and record architecture

      B) Properties, required fields, naming conventions, and field hygiene

      C) Duplicate management, data consistency, and segmentation reliability

      D) Lifecycle stages and definitions aligned to your funnel

    2. Marketing Hub Foundations (if applicable)

      We assess the building blocks that drive inbound performance:

      A) Forms, routing logic, lists, lead capture flows

      B) Campaign tracking and UTM governance

      C) Email setup, subscription types, consent/GDPR alignment, deliverability risks

      D) Ads/paid integrations and tracking consistency

    3. Sales Hub Foundations (if applicable)

      We evaluate whether HubSpot accelerates selling or slows it down:

      A) Pipelines, deal stages, required fields, and stage exit criteria

      B) Lead routing, assignments, SLAs, and response-time workflows

      C) Sequences, templates, playbooks, tasks, and rep workflows

      D) Forecasting approach and pipeline visibility

    4. Service Hub Foundations (if applicable)

      We review how customer operations are tracked and managed:

      A) Tickets, pipelines, handoffs, and lifecycle transitions

      B) SLAs, automation, and customer experience consistency

      C) CS reporting and operational visibility

    5. Automation & Workflows

      We inventory and evaluate automation for:

      A) Workflow logic, conflicts, redundancies, and unintended consequences

      B) Enrollment triggers, suppression logic, and auditability

      C) Operational complexity and maintainability

    6. Integrations & Data Flows

      We map what connects to HubSpot and how data moves:

      A) Native integrations + middleware (e.g., Zapier, Make, Hightouch, etc.)

      B) Field mappings, sync rules, ownership logic, and failure points

      C) Source-of-truth decisions and system boundaries

    7. Reporting & Attribution

      We validate whether your dashboards match reality:

      A) Funnel reporting foundations and lifecycle mapping

      B) Attribution setup and limitations (and how you’re using it today)

      C) KPI definitions, dashboard sprawl, and executive reporting reliability

    8. Governance, Permissions, and Enablement

      We assess how you keep HubSpot clean over time:

      A) Teams, permissions, admin controls, and change management

      B) Documentation, onboarding, training, and operational cadence

      C) What’s missing for HubSpot to stay healthy as you scale

  • Our Framework

    We audit HubSpot through a RevOps lens:

    Strategy → Process → HubSpot Configuration → Data → Enablement

    Because your portal should be an expression of your GTM system—not a patchwork of one-off requests. Our goal is to align HubSpot to the way you sell, market, and service customers today, while building a foundation that still works when headcount and volume increase.

    Our Process

    Step 1 — Kickoff + Success Criteria

    We align on goals, scope (Marketing/Sales/Service Hubs), and the metrics that matter.

    Step 2 — Stakeholder Interviews + Workflow Walkthroughs

    We talk to leaders and frontline users to identify where HubSpot breaks in real life.

    Step 3 — Portal Review + Configuration Inventory

    We review objects, properties, pipelines, automations, permissions, and integrations.

    Step 4 — Data & Reporting Validation

    We validate the integrity of lifecycle reporting, attribution, funnel performance, and dashboards.

    Step 5 — Findings, Scorecard & Prioritization

    We deliver a clear scorecard, identify quick wins vs. structural fixes, and prioritize by impact and effort.

    Step 6 — Readout + Roadmap

    You get a roadmap your team can execute—plus optional project plans if you want us to stay involved.

  • Your Team

    • Executive sponsor (CRO/COO/CEO)

    • RevOps / HubSpot Admin

    • Marketing Ops + Demand Gen lead

    • Sales leadership (SDR/AE)

    • CS/Support leadership (if Service Hub is in scope)

    • A few frontline users to pressure-test workflows

    Domestique Team

    • Senior RevOps lead

    • HubSpot solutions architect / admin

    • Data + reporting specialist (as needed)

    • Integration specialist (as needed)

    • HubSpot current-state assessment and “health” scorecard

    • Lifecycle + funnel definition alignment recommendations

    • Inventory of automation + highest-risk workflows

    • Integration/data flow map + source-of-truth recommendations

    • Reporting and attribution findings (what to trust, what to fix)

    • Prioritized roadmap (quick wins + foundational projects)

    • Optional: project plans to move from diagnosis to execution

THE EXECUTION

WHAT HAPPENS AFTER THE AUDIT

Most teams use the audit in one of three ways:

  1. Execute internally

  2. Engage us for scoped implementation

  3. Extend into fractional RevOps support

The audit gives you clarity.
The roadmap gives you momentum.

READY TO UNLOCK YOUR REVENUE?

BOOK AN AUDIT CONSULT