Fix the system. Unlock the revenue.

We audit your RevOps engine — end-to-end or inside your CRM — and deliver a prioritized roadmap 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.

RevOps Audit

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.

What This Audit Solves
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- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
RevOps Audit Evaluates:
- Strategy (ICP, segmentation, funnel design)
- Process (stage definitions, handoffs, operating cadence)
- Tools (stack alignment, integration gaps, workflow leakage)
- Data (hygiene, duplication, reporting integrity)
- Enablement (onboarding, adoption, reinforcement) (ICP, segmentation, funnel design)
Our Framework
Strategy → Process → Tools → Data → Enablement
Our Audit Process
1. Kickoff + Alignment
2. Stakeholder Interviews
3. Systems + Data Review
4. Scoring + Prioritization
5. Readout + Roadmap
Item description
Item description
- 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

THE SOLUTION

CHOOSE YOUR 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

01

SALESFORCE Audit

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.

What This Audit Solves
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
RevOps Audit Evaluates:
- Strategy (ICP, segmentation, funnel design)
- Process (stage definitions, handoffs, operating cadence)
- Tools (stack alignment, integration gaps, workflow leakage)
- Data (hygiene, duplication, reporting integrity)
- Enablement (onboarding, adoption, reinforcement) (ICP, segmentation, funnel design)
Our Framework
Strategy → Process → Tools → Data → Enablement
Our Audit Process
1. Kickoff + Alignment
2. Stakeholder Interviews
3. Systems + Data Review
4. Scoring + Prioritization
5. Readout + Roadmap
Item description
Item description
- 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

03

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

HUBSPOT Audit

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.

What This Audit Solves
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
- Lorem Ipsum is simply dummy text of the printing and typesetting industry.
RevOps Audit Evaluates:
- Strategy (ICP, segmentation, funnel design)
- Process (stage definitions, handoffs, operating cadence)
- Tools (stack alignment, integration gaps, workflow leakage)
- Data (hygiene, duplication, reporting integrity)
- Enablement (onboarding, adoption, reinforcement) (ICP, segmentation, funnel design)
Our Framework
Strategy → Process → Tools → Data → Enablement
Our Audit Process
1. Kickoff + Alignment
2. Stakeholder Interviews
3. Systems + Data Review
4. Scoring + Prioritization
5. Readout + Roadmap
Item description
Item description
- 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

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

BOOK A CONSULT

THE EXECUTION

WHAT HAPPENS AFTER THE AUDIT

Most teams use the audit in one of three ways:

Execute internally
Engage us for scoped implementation
Extend into fractional RevOps support

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

CALL TO ACTION TO END

BOOK AN AUDIT CONSULT