Fixed-fee projects
RevOps Audit
Find what’s broken in your funnel, CRM and forecast, and what to fix first.
- Best for
- Teams that know something is wrong but not exactly what, or that want a plan before a bigger rebuild.
- Typical duration
- 2 weeks
- Where it fits
- Suggested starting point, if you’re not sure what to fix first.
What you get
- Funnel and conversion analysis
- Review of CRM data model, routing and pipeline definitions
- Forecast method and reporting review
- Your RevOps Fix Plan: what’s broken, what it is costing you, and what to fix in the next 90 days, walked through live.
Fixed fee. The Fix Plan is yours to keep, whether or not we build it.
What’s in your RevOps Fix Plan
One document your leadership team can act on, whether or not we build it.
What’s broken
Findings across the six places revenue breaks: capture, routing, pipeline, forecast, quote-to-cash and reporting. Each one traced to its cause in your data, definitions or process.
What it is costing you
The effect of each finding on the numbers you are measured on: forecast accuracy, rep time, conversion and cycle length, quantified where your data allows.
What to fix in the next 90 days
A prioritised plan with effort, impact and a suggested owner for each fix, in the order we would do it.
Walked through live
We take your leadership team through the plan, answer questions and agree next steps. You can run it yourselves, or have us build it.
How the two weeks run
Week 1: access and discovery
Read access to the systems in scope, short conversations with the people who run the process, and a review of your data, stages and definitions.
Week 2: analysis and the Fix Plan
We trace each problem to its cause, size its impact, and write the plan. It ends with the live walkthrough.