Diagnose Your Revenue Engine

Two levels of diagnostic depth. Both free. Your results are immediate and complete — no locked sections, no upgrade prompts.

Level 1

Pulse Check

27 metrics · 15–30 minutes · Instant results

Top 3 metrics across all 8 operational arms plus coordination brain metrics. Answer from what you know day-to-day — no reports to pull. Every metric includes benchmarks and context so you understand what you're scoring.

What you receive

✓ Overall RevOps health score (0–100)
✓ Individual scores for all 8 arms
✓ Coordination Intelligence score
✓ AI executive snapshot: top 3 priorities
✓ Complete results — no locked sections

Right for

New leaders in their first 90 days. Directors who need data to escalate. Anyone who senses dysfunction but can't prove it. Monthly operational health monitoring.

Start the Pulse Check →

Level 2

Deep Dive

70 metrics · Save and return · Board-ready report

Top 8 metrics per arm across all 8 arms plus 6 coordination brain metrics. Requires pulling data from your operational reports. Save and return — no need to finish in one session. Produces category-level scoring within each arm, not just arm totals.

What you receive

↑ Everything from the Pulse Check, plus:
✓ Category-level scoring within each arm
✓ Detailed 6-metric coordination analysis
✓ Full AI strategic report
✓ Prioritized 30/60/90-day action plan

Right for

QBR preparation. Annual planning and budget decisions. Board or investor operational review. Anyone who needs category-level depth, not just arm-level scores.

Start the Deep Dive →

Level 1 · 27 Metrics · Free

Pulse Check

Your email is required to deliver results. Nothing else is collected, and you won't receive unsolicited mail.

Tier 1

RevOps Pulse Check

Quick operational health check across all 8 revenue arms

⏱ 20-30 minutes

📊 27 key metrics

🧠 AI-powered analysis

💰 Free

Answer from what you know day to day — no reports needed. You'll receive an executive snapshot with your operational health score, strongest and weakest areas, and top 3 priorities ranked by revenue impact.

After submission: Ifeanyi Chukwudebe personally reviews your results and follows up via email with additional insights.

About Your Company

Company Name *

Industry *

Company Size *

Annual Revenue (USD) *

Revenue Model

Your Contact Info

Your Name *

Email *

Title

Sales Operations

Pipeline velocity, conversion, and forecasting

S01 Average Sales Cycle (days)

days

How many days from opportunity creation to close on average?

S06 Overall Win Rate (%)

What percentage of qualified opportunities do you close?

S10 Forecast Accuracy (%)

How close is your quarterly forecast to actual results? (100% = perfect)

Marketing Operations

Lead quality, acquisition cost, and pipeline contribution

M01 MQL-to-SQL Conversion Rate (%)

What percentage of marketing qualified leads become sales qualified?

M09 Customer Acquisition Cost

Total sales + marketing cost to acquire one new customer?

M10 Marketing Sourced Pipeline (%)

What percentage of pipeline originated from marketing efforts?

Customer Success

Retention, expansion, and customer satisfaction

C01 Gross Retention Rate (%)

What percentage of revenue do you retain before upsells? (100% = no churn)

C02 Net Revenue Retention (%)

Revenue retention including expansions? (>100% means growth from existing)

C22 NPS Score

Your Net Promoter Score? (-100 to 100)

Order-to-Cash

Quote-to-cash cycle and billing efficiency

O01 Quote-to-Cash Cycle (days)

days

Days from quote creation to cash received?

O04 Invoice Accuracy Rate (%)

What percentage of invoices are error-free on first send?

O08 Days Sales Outstanding (days)

days

Average days to collect payment after invoicing?

Pricing & Finance

Unit economics, margins, and financial forecasting

F04 Revenue Forecast Accuracy (%)

How accurate is your revenue forecast vs actuals? (100% = perfect)

F07 LTV:CAC Ratio (ratio)

Customer lifetime value divided by acquisition cost? (3.0+ is healthy)

F09 Gross Margin (%)

Revenue minus cost of goods sold, as a percentage?

Professional Services

Project profitability, utilization, and delivery

Skip if N/A

P01 Average Project Margin (%)

Average profit margin across PS engagements?

P05 Billable Utilization (%)

Percentage of available hours that are billable?

P08 On-Time Completion Rate (%)

Percentage of projects delivered on or before deadline?

Data, Tech & Reporting

Data quality, tech stack health, and reporting effectiveness

D01 Data Accuracy Rate (%)

What percentage of your CRM/system data is accurate and current?

D08 Tech Stack Utilization (%)

What percentage of licensed tech features are actively used?

D11 Report Usage Rate (%)

What percentage of built reports/dashboards are viewed regularly?

Planning & Strategy

Territory design, quota setting, and go-to-market planning

G01 Territory Balance Score (%)

How evenly distributed is opportunity across territories? (100% = perfect)

G06 Quota Attainability Rate (%)

What percentage of reps hit at least 80% of quota?

G21 Cross-functional Alignment

How aligned are sales, marketing, CS, and finance on goals? (1=siloed, 5=aligned)

🧠 Coordination Intelligence

How well do your operational arms work together?

R01 Lead-to-Revenue Cycle Time (days)

days

Total days from first marketing touch to closed revenue?

R05 Unified Forecast Accuracy (%)

How accurate is the combined sales+marketing+CS revenue forecast?

R10 RevOps Maturity Score

How mature is your RevOps function? (1=no function, 5=fully integrated)

0 of 27 metrics

Minimum 14 of 27 metrics required. Skip what you don't know — the engine adjusts confidence automatically.

Level 2 · 70 Metrics · Free

Deep Dive

You'll need data from your CRM, billing, CS, and planning systems. You can save your progress and return — your session is preserved. Takes 45–90 minutes with data in hand.

Tier 2

RevOps Deep Dive

Category-level analysis with prioritized 30/60/90 day action plan

⏱ 3-7 days

📊 70 operational metrics

🧠 Strategic AI analysis

💰 Free

This assessment uses real data from your operational systems — CRM, marketing automation, billing, finance, and more. You'll receive a Report Gathering Guide showing exactly which 8 reports to pull and from which systems.

Enter data over multiple sessions — your progress is saved automatically. When complete, you'll receive a strategic analysis with category-level findings, revenue impact estimates, and a 30/60/90 day action plan.

After submission: Ifeanyi Chukwudebe reviews your results and schedules a call to walk through findings and recommendations.

Company

Sales Ops

Marketing

Customer Success

Order-to-Cash

Finance

Prof Services

Data & Tech

Planning

Coordination

Review

About Your Company

Company Name *

Industry *

Company Size *

Annual Revenue (USD) *

Revenue Model

Your Contact Info

Your Name *

Email *

Title

Payment — Free

Sales Operations

📋 Source: CRM Pipeline Report (Salesforce, HubSpot, or your CRM)

S01 Average Sales Cycle (days)

days

Days from opportunity creation to close, averaged across all deals

S02 Pipeline Coverage Ratio (ratio)

Total pipeline value divided by quota target (3x+ is healthy)

S06 Overall Win Rate (%)

Percentage of qualified opportunities that close-won

S07 Stage 1→2 Conversion (%)

Percentage of deals advancing from first to second pipeline stage

S10 Forecast Accuracy (%)

Committed forecast vs actual closed, as percentage accuracy

S14 Territory Quota Attainment Gini

Inequality of quota attainment across territories (0=equal, 1=concentrated)

S17 CRM Data Completeness (%)

Percentage of required CRM fields populated across all deal records

S22 Voluntary Rep Turnover (%)

Annual voluntary sales rep departure rate

Marketing Operations

📋 Source: Marketing Performance Dashboard (HubSpot, Marketo, Pardot, or MAP)

M01 MQL-to-SQL Conversion Rate (%)

Percentage of MQLs accepted as sales qualified

M02 SQL-to-Opportunity Conversion (%)

Percentage of SQLs becoming pipeline opportunities

M06 Marketing ROI (%)

Revenue from marketing divided by spend, as percentage

M07 Cost per MQL

Total marketing spend divided by MQLs generated

M10 Marketing Sourced Pipeline (%)

Percentage of pipeline from marketing activities

M12 Multi-touch Attribution Coverage (%)

Deals with complete multi-touch attribution data

M14 MAP Utilization (%)

Marketing automation platform capabilities actively used

M23 Database Deliverability (%)

Email deliverability rate across marketing database

Customer Success

📋 Source: Customer Health / Retention Report (Gainsight, ChurnZero, or CRM)

C01 Gross Retention Rate (%)

Annual revenue retained before expansions (100% = zero churn)

C02 Net Revenue Retention (%)

Annual revenue retained including expansions (>100% = net growth)

C07 Expansion Revenue Rate (%)

Percentage of customers that expanded this year

C11 First Response Time (hours)

hrs

Average hours from ticket creation to first response

C13 First Contact Resolution (%)

Percentage of issues resolved on first contact

C16 Time to First Value (days)

days

Days from contract to customer achieving first value

C19 Feature Adoption Rate (%)

Percentage of key product features actively used

C22 NPS Score

Net Promoter Score from most recent survey (-100 to 100)

Order-to-Cash

📋 Source: AR Aging Report + Billing Summary (NetSuite, QuickBooks, Zuora)

O01 Quote-to-Cash Cycle (days)

days

Total days from quote creation to cash received

O04 Invoice Accuracy Rate (%)

Invoices error-free on first send

O05 Credit Memo Rate (%)

Invoices requiring credit memos or corrections

O08 Days Sales Outstanding (days)

days

Average days to collect payment after invoicing

O09 Current AR Percentage (%)

Accounts receivable that is current (not overdue)

O12 Deal Desk Turnaround (hours)

hrs

Hours for deal desk to process non-standard deals

O18 End-to-End Automation Rate (%)

Order-to-cash process fully automated

O19 Manual Touchpoints per Deal

Manual handoffs or data entries per deal

Pricing & Finance

📋 Source: Financial Summary / P&L excerpt (Finance team, board deck)

F01 Price Realization Rate (%)

Actual selling price as percentage of list price

F04 Revenue Forecast Accuracy (%)

Finance forecast vs actuals, as percentage accuracy

F07 LTV:CAC Ratio (ratio)

Lifetime value divided by acquisition cost

F08 CAC Payback Period

Months to recover acquisition cost from revenue

F09 Gross Margin (%)

Revenue minus COGS as percentage of revenue

F12 Sales Comp as % Revenue (%)

Total sales compensation divided by revenue

F15 Monthly Close Time (days)

days

Days to close the books each month

F18 Cash Conversion Cycle (days)

days

Days from paying suppliers to collecting from customers

Professional Services

📋 Source: PS Utilization / Project Status (Kantata, Certinia, or project tracking)

Skip this entire section if your company doesn't have a Professional Services function.

P01 Average Project Margin (%)

Average profit margin across PS engagements

P04 Scope Change Impact (%)

Projects with scope changes affecting timeline or budget

P05 Billable Utilization (%)

Billable hours as percentage of available hours

P06 Bench Rate (%)

PS staff not currently on billable work

P08 On-Time Completion Rate (%)

Projects delivered on or before deadline

P10 Go-Live Success Rate (%)

Implementations going live without critical issues

P12 Delivery CSAT (%)

Customer satisfaction score for PS delivery

P15 PS Attach Rate (%)

New deals that include PS engagement

Data, Tech & Reporting

📋 Source: System Usage / Tech Stack Report (IT admin, integration platform)

D01 Data Accuracy Rate (%)

Records verified accurate in periodic audits

D02 Duplicate Record Rate (%)

Records that are duplicates across systems

D05 Cross-System Consistency (%)

Shared data fields matching across systems

D06 Integration Error Rate (%)

Integration transactions that fail or error

D08 Tech Stack Utilization (%)

Licensed platform features actively used

D11 Report Usage Rate (%)

Dashboards/reports viewed at least weekly

D15 Data Governance Coverage (%)

Data domains with documented governance policies

D22 KPI Definition Consistency (%)

KPIs with consistent definitions across teams

Planning & Strategy

📋 Source: Territory / Quota / Planning Report (RevOps, Sales Planning, Finance)

G01 Territory Balance Score (%)

Opportunity distribution across territories (100% = perfect)

G02 Market Coverage Rate (%)

Total addressable market with assigned coverage

G06 Quota Attainability Rate (%)

Reps achieving at least 80% of quota

G10 Capacity Model Accuracy (%)

Headcount/capacity forecasts vs actuals accuracy

G11 Hiring Plan Attainment (%)

Planned hires filled on time

G14 Partner Program Maturity

Channel partner program maturity (1=none, 5=fully scaled)

G19 GTM Plan Documentation (%)

Completeness of documented GTM plans and playbooks

G23 Annual Planning Completion (%)

Annual planning milestones completed on schedule

🧠 Coordination Intelligence

Cross-functional alignment and operational maturity

R01 Lead-to-Revenue Cycle Time (days)

days

Total days from first marketing touch to closed-won revenue

R02 Cross-functional SLA Compliance (%)

Percentage of handoff SLAs met between teams

R05 Unified Forecast Accuracy (%)

Combined sales+marketing+CS revenue forecast accuracy

R06 Process Compliance Rate (%)

Percentage of defined processes followed consistently

R10 RevOps Maturity Score

Overall RevOps function maturity (1=none, 5=fully integrated)

R12 Metric Consistency Score (%)

Shared metrics with identical definitions across departments

Review & Submit

0 of 70 metrics

Minimum 42 of 70 metrics required (60%). Skip entire arms if they don't apply (e.g. Professional Services). The engine adjusts confidence automatically.

After you have results

Your results belong to you. If you want to discuss what you found — or if you want to talk about what to do about it — book a discovery call. Bring your scores. No pitch.

Book a Discovery Call → Learn More About the Methodology