A one-time $99 RevOps audit for B2B sales teams. Pipeline visibility dashboard, conversion bottleneck report, forecast accuracy readout, and a tailored action plan — delivered within one business day.
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Your sales team sees stage-by-stage drop-off, deal aging, source-of-truth on coverage, and a one-screen view your CRO can pull up in the weekly QBR.
We benchmark your win rate, sales cycle length, and forecast accuracy against your industry vertical — so the action plan ranks fixes by impact, not opinion.
Five–twenty person teams get different fixes than fifty-to-two-hundred person teams. The deliverables reflect what will actually move the number at your scale.
$99 paid once. No retention dashboard, no monthly fee, no upsell — just the audit and a one-call walkthrough. Tie it to your quarterly planning cycle.
Five deliverables, each tagged so your CRO and VP Sales can pull the section they need without reading the whole PDF.
The assessment includes a pipeline visibility dashboard for your sales team, a conversion bottleneck report (stage-by-stage drop-off and win/loss analysis), a forecast accuracy readout against your last four quarters, an attribution gap analysis across your CRM, and a tailored action plan ranked by impact and effort. Deliverable is a branded PDF plus a 30-minute walkthrough call.
The assessment is built specifically for B2B sales teams of 5–200 people — typically Series A through Series C SaaS companies and mid-market sales orgs in financial services, logistics, healthcare, or industrial verticals. If your team is below 5 reps the free maturity self-assessment is the right starting point. Above 200 you should look at the $199/quarter Revenue Forecast Model plus on-call benchmarking.
The free maturity self-assessment is a 6-dimension radar you complete in 2 minutes and is meant to give you a directional baseline. The $99 RevOps Assessment is a manual expert audit: we review your CRM, run win/loss and stage-conversion analysis, benchmark against your industry vertical, and ship a written action plan plus dashboard within one business day.
After your intake form is submitted and payment clears, you receive the pipeline dashboard, bottleneck report, and tailored action plan within one business day. The 30-minute walkthrough call is scheduled in the next available slot, typically within 2 business days.
No CRM credentials required. After payment, the team emails you a short data request — typically a CSV export of opportunities and stage history (Salesforce, HubSpot, Pipedrive, or Zoho exports all work). If you cannot export, we provide a structured intake form you can complete in 15 minutes.