Automated Detailed Assessment

Please complete the 32 questions below. Your payment will be processed securely upon submission.

$50

RevOps Deep Dive Assessment

Detailed 32-question diagnostic with AI-powered analysis - $50

1 of 10

Company Info

Sales

Marketing

Customer Success

Order-to-Cash

Pricing/Finance

Prof Services

Technical

Data/Reporting

Review

Sales Operations

Pipeline, forecasting, and sales effectiveness

Forecast Accuracy Variance What's your average quarterly forecast variance?

Pipeline Data Quality How would you rate your pipeline data quality?

CRM Daily Adoption What % of your sales team uses CRM daily?

Overall Win Rate What's your overall win rate?

Marketing Operations

Lead generation, campaigns, and attribution

Lead to Opportunity Conversion What % of leads become qualified opportunities?

Marketing ROI What's your average marketing ROI multiple?

Attribution Model Sophistication How sophisticated is your attribution?

Marketing Automation Coverage What % of marketing is automated?

Customer Success Operations

Retention, expansion, and customer health

Net Revenue Retention (NRR) What's your annual NRR?

Customer Health Tracking How well do you track customer health?

QBR Completion Rate What % of customers complete quarterly reviews?

Expansion Rate What % of customers expand annually?

Order-to-Cash Operations

Quote to cash cycle and billing efficiency

Quote Accuracy Rate What % of quotes are error-free?

Days from Verbal to Closed-Won Average days from verbal yes to signed contract?

days

Billing Error Rate What % of invoices have errors requiring correction?

Days Sales Outstanding (DSO) Average days to collect payment?

days

Pricing & Finance Operations

Pricing strategy and financial coordination

Pricing Strategy Sophistication How sophisticated is your pricing?

Discount Control & Governance How well controlled are discounts?

Deal Desk Cycle Time Average hours to approve non-standard deals?

hours

Revenue Forecasting Accuracy Finance forecast variance vs actuals?

Professional Services Operations

Implementation, onboarding, and services delivery

Services Team Utilization What % of services capacity is billable?

Average Time to Value Days from contract to customer seeing value?

days

Average Project Margin What's your services gross margin?

Scope Creep Frequency What % of projects exceed planned hours by 20%+?

Technical Operations

Systems integration, data flow, and infrastructure

System Integration Quality How well integrated are your revenue systems?

System Uptime/Reliability What % uptime for critical revenue systems?

Data Latency Average lag time for critical data updates?

Tool Rationalization How many separate tools in your revenue tech stack?

tools

Data & Reporting Operations

Analytics, dashboards, and insights delivery

Single Source of Truth Do you have one agreed-upon source for key metrics?

Dashboard Adoption Rate What % of revenue team uses dashboards daily?

Time to Generate Custom Reports Average hours to produce ad-hoc analysis?

hours

Predictive Analytics Maturity How advanced is your predictive capability?

Review Your Responses

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Operational Assessment

You've completed assessments for all 8 operational arms:

✓ Sales Operations (4 metrics)
✓ Marketing Operations (4 metrics)
✓ Customer Success Operations (4 metrics)
✓ Order-to-Cash Operations (4 metrics)
✓ Pricing & Finance Operations (4 metrics)
✓ Professional Services Operations (4 metrics)
✓ Technical Operations (4 metrics)
✓ Data & Reporting Operations (4 metrics)

Total: 32 detailed metrics evaluated

Investment: $50

You'll receive:

Comprehensive AI-powered analysis of all 8 arms
Coordination Intelligence Score
Detailed recommendations by operational area
90-day action plan
6-8 page strategic report (PDF + HTML)

The RevOps Guide

Automated Detailed Assessment

RevOps Deep Dive Assessment

Company Information

Sales Operations

Marketing Operations

Customer Success Operations

Order-to-Cash Operations

Pricing & Finance Operations

Professional Services Operations

Technical Operations

Data & Reporting Operations

Review Your Responses

Company Information

Operational Assessment

Investment: $50

Generating Your Analysis...