Revenue Operations · The Audit
See where your revenue org is breaking, before you spend on a build.
A fixed-fee diagnostic that scores your commercial operating model against a RevOps maturity model and the bowtie, then hands back a ranked gap list and a 90-day roadmap. The lowest-risk way to start, and the fee is credited against your first package.
Where is our operating model actually breaking, and what should we fix first?
Most life sciences commercial teams can feel the friction, leaking leads, a forecast nobody trusts, reps fighting the CRM, but can't name the one constraint that matters most. Guessing wrong means spending six figures on a build that fixes the wrong thing. The Diagnostic replaces the guess with a defensible score and a sequenced plan, so your first dollar of investment lands on the highest-leverage gap.
Scope
What's included
Maturity scorecard
Your revenue org scored across pipeline, forecast, lead flow, sales and marketing handoffs, reporting, and the automation layer, benchmarked against a five-stage model. A defensible number, not vibes.
Ranked gap list
A top-10 gap list scored by effort against impact, with the single highest-leverage constraint named first so prioritization is settled before you spend.
90-day roadmap
A staged plan that sequences the exact packages to buy next, against defensible benchmark targets, so the build order is deliberate rather than reactive.
Leadership readout
A 60-minute working session that walks leadership through the score, the gaps, and the roadmap, framed on the bowtie so acquisition and retention are both in view.
How it works
From kickoff to handoff
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Connect and read
You grant read-only access, and we read how your revenue motion is actually defined in the systems: workflows, routing, fields, and the data flowing through them, before we ask your team a single question.
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Score and analyze
We score each dimension against the maturity model, then run the effort-versus-impact analysis that ranks the gaps.
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Map and present
We sequence the roadmap and present it live, so leadership leaves aligned on what to fix first and what it unlocks.
Outcomes
What you walk away with
- A defensible maturity score across pipeline, forecast, lead flow, handoffs, reporting, and the automation layer
- A ranked gap list that names your highest-leverage constraint first
- A staged 90-day roadmap sequencing the RevOps work to buy next
- A diagnostic fee that converts straight into momentum on your first engagement
Questions
Frequently asked
What does the RevOps Audit cost?
It is a fixed fee scoped to the size and complexity of your commercial org, and it is fully credited against the first package you book within 60 days. Book a consultation and we will quote it on the call.
How long does it take?
Two to three weeks from kickoff to the leadership readout. Your team's commitment is light: a read-only access grant at the start, then a small number of validation interviews.
Do we have to commit to a build?
No. The Diagnostic stands on its own. If you aren't ready to build, you leave with a scored assessment and a roadmap you can act on whenever you choose.
Next
Where this leads
CRM Foundation & Governance
The most common next step when the system of record is the constraint: design, build, clean, and enrich a CRM your team trusts.
ExplorePipeline & Conversion
Where forecast confidence is the dominant pain: disciplined stages, a committable forecast, and executive revenue analytics.
ExploreOne system, three layers
Browse the full Revenue Operations program
The Diagnostic points to the rest of the system: go-to-market, sales planning, CRM foundation, demand, pipeline, and retention. See how the packages fit together.