After twenty-five years optimizing revenue operations across dozens of enterprise software companies, I've distilled that experience into a systematic assessment framework that evaluates both operational effectiveness and coordination quality.
Most revenue operations assessments focus on individual functions: Is Sales Operations effective? Is Marketing Operations performing? Is Customer Success delivering results?
But the real question is: Are they working together effectively?
The RevOps Octopus assessment evaluates eight operational arms AND the coordination intelligence that makes them function as a unified revenue engine.
What We Assess
Eight Operational Arms
Individual effectiveness of each revenue-touching function:
- Sales Operations - Deal capture and closure
- Marketing Operations - Demand generation
- Customer Success Operations - Retention and expansion
- Order-to-Cash Operations - Transaction processing
- Pricing & Finance Operations - Value management
- Professional Services Operations - Delivery excellence
- Technical Operations - Technology backbone
- Data & Reporting Operations - Intelligence layer
Coordination Intelligence
How well the arms work together:
- Cross-functional handoffs
- Goal alignment
- Communication effectiveness
- System integration
- Shared metrics
- Strategic coherence
This dual focus—operational effectiveness AND coordination quality—reveals where revenue is actually leaking.
Three Tiers of Assessment
Tier 1: Quick Diagnostic
FREE
A high-level health check across all eight arms to identify obvious gaps and opportunities.
What You Get:
- 9-question online assessment
- Overall RevOps health score
- Individual scores for each of 8 arms
- Coordination quality score
- Immediate PDF report with findings
Best For:
- Initial health check
- Identifying obvious gaps
- Prioritizing where to focus
Tier 2: Automated Detailed Assessment
$50
An automated deep-dive using a subset of the full methodology for a comprehensive analysis.
What You Get:
- 32-question automated deep-dive
- Sub-scores within each arm
- Industry benchmarking
- Prioritized recommendations
- Comprehensive PDF report
Best For:
- Building a business case for investment
- Understanding root causes
- Deeper strategic planning
Tier 3: The Full RevOps Octopus Assessment
$500
The flagship facilitated diagnostic, covering all 108 metrics of the complete methodology.
What You Get:
- 60-90 minute facilitated diagnostic
- 108-metric evaluation
- Live strategic discussion & deep-dive
- Custom implementation roadmap
- Executive presentation & follow-up
Best For:
- Major transformation initiatives
- Executive-level strategic planning
- Detailed implementation plans
What Makes This Different
Coordination-Focused
Most assessments evaluate individual functions. We evaluate how well they work together—where revenue actually leaks.
Experience-Based
Framework built from 25 years optimizing enterprise revenue operations at VMware, HP Enterprise, Showpad, and dozens of consulting engagements.
Systematic
Not gut-feel consulting. Systematic evaluation framework with consistent scoring, benchmarking, and prioritization.
Actionable
Reports include specific recommendations, prioritization, timelines, and resource requirements—not just problem identification.
AI-Powered
Assessment responses feed Google Gemini AI analysis trained on enterprise RevOps patterns, generating strategic insights.
International
Framework adapted for international operations, cultural contexts, and global business models.
Who Benefits From Assessment
CROs and VP Sales
Identify why revenue isn't scaling predictably. Find gaps in forecast accuracy, pipeline management, territory planning.
VP Marketing
Understand why leads don't convert. Identify handoff breakdowns. Prove (or improve) marketing ROI.
VP Customer Success
Find retention and expansion leaks. Identify why churn is higher than expected. Improve expansion identification.
CFOs
Understand why revenue forecasts miss. Identify margin erosion sources. Find operational efficiency opportunities.
Operations Leaders
Get executive buy-in for improvements. Build business case for investment. Prioritize initiatives systematically.
CEOs
Get unbiased assessment of revenue operations health. Identify coordination breakdowns. Build strategic improvement roadmap.
How It Works
Choose Your Tier
Start with free Tier 1 for quick health check, or jump to Tier 2/3 for deeper analysis.
Complete Assessment
Answer questions about your revenue operations across all eight arms plus coordination.
AI Analysis
Responses feed AI analysis engine trained on enterprise RevOps patterns and best practices.
Receive Report
Get detailed PDF report with scores, findings, recommendations, and implementation roadmap.
Take Action
Use report to prioritize improvements, build business cases, and drive operational excellence.
Start Your Assessment
Identify where your revenue operations are strong and where coordination is breaking down.
See what you'll get:
View Tier 1 Sample Report | View Tier 2 Sample Report | How to Read Your ReportLearn More About the Methodology
Imagine the Octopus
The origin story: why the octopus is the perfect model for revenue operations.
The Eight Arms
Deep dive into each operational arm and what excellence looks like.
The Coordination Brain
Why coordination beats optimization and how to measure it.
Complete Methodology
The full RevOps Octopus framework explained.