The Revenue Operations Diagnostic · Series B–D B2B SaaS
Find out exactly where your revenue engine is leaking, and what to fix first.
A three-week, fixed-fee diagnostic of your entire revenue operation: systems architecture, funnel data, process, and quote-to-cash. You get the evidence, the map, and a sequenced fix roadmap your team can execute. $12,000, fixed. Run by a senior operator, not a delegated team.
22 questions, about 15 minutes. If you're not a fit, we tell you within two business days.
Who it's for
Built for Series B–D B2B SaaS. We qualify every engagement, including this one.
At Series B through D, the revenue stack has usually grown faster than the team running it. The symptoms are familiar: the forecast and the pipeline disagree, quotes stall in approval, and every tool holds a different version of the truth. That is the company this diagnostic was built for.
A fit
- B2B SaaS that has raised a Series B, C, or D
- Sales-led or hybrid motion with a real sales team
- A revenue stack that grew by accretion: CRM, marketing automation, CPQ or billing, a warehouse, partially connected
- Board pressure on efficiency, not just growth
- Numbers that don't agree: forecast vs. pipeline vs. billing
- No senior RevOps owner in the seat, or one who is drowning
Not a fit
- Pre-Series-B or pre-revenue
- PLG-only with no sales team
- You need an admin or staff augmentation, not a diagnosis
- Regulated industries where compliance is the binding constraint
The intake form surfaces fit quickly. If you're not a fit, we say so directly rather than sell you the wrong engagement.
What you get
Five artifacts. All of them built to be acted on.
The output is not a deck of observations. It is a set of operating artifacts an executive team can hand to whoever runs the fix: your team, a new VP of RevOps, or a vendor.
Revenue architecture audit
End-to-end review of how lead-to-cash actually runs versus how everyone thinks it runs: routing, lifecycle stages, handoffs, approvals, quoting, contracting, and billing. Documented current state, with the gaps named.
Funnel and data forensics
Conversion, cycle-time, and leakage analysis run on your real CRM data, not on anecdote. Where the numbers disagree across tools, we trace why and identify which one to trust.
Tech-stack map
A current-state map of CRM, marketing automation, CPQ and billing, warehouse, and the integrations between them. What is load-bearing, what is shelfware, and where data breaks in transit.
Prioritized fix roadmap
Every finding scored by revenue impact against effort, then sequenced into a 90-day plan with owners and dependencies. The roadmap is the deliverable, not the memo.
Executive readout
A live 90-minute working session with your executive team. Findings, evidence, roadmap, and open argument. Questions are the point, not an interruption.
How it works
Qualification first. Then three weeks, start to readout.
-
STEP 1
Qualify
You complete a 22-question intake. We review it and reply within two business days. If it's a fit, you get the payment link and kickoff scheduling in the same email. If it isn't, we say so.
-
STEP 2
Diagnostic sprint
A 60-minute kickoff, read-only systems access, and 3 to 5 short stakeholder interviews. Then we trace deals and data across your stack and run the forensics.
-
STEP 3
Executive readout
A live 90-minute session with your exec team: what's breaking, what it's costing, the evidence behind each finding, and what to fix in what order.
-
STEP 4
Roadmap handoff
You receive the full written diagnostic, the stack map, and the sequenced 90-day roadmap, plus two weeks of async Q&A while your team digests it.
Pricing
One engagement. One price.
Fixed fee. Paid once, up front, after qualification. No hourly billing, no scope negotiation, no proposal cycle.
We invoice through Stripe after the intake is reviewed and both sides confirm fit. There is no self-serve checkout on this page by design: qualification comes first.
Start the intakeThe fee includes
- All five deliverables, including the live executive readout
- The senior operator doing the analysis personally
- 3–5 stakeholder interviews and full data forensics
- Two weeks of async Q&A after the readout
What it is not
- Not an implementation contract
- Not a staffing or fractional engagement
- No obligation beyond the diagnostic
Who does the work
A senior operator. Not a team, not a junior, not a framework deck.
The diagnostic is run personally by a senior RevOps operator with 15+ years in revenue systems for B2B SaaS: Salesforce and GTM architecture, deal desk, and quote-to-cash. The person reading your data is the person who has built and run these systems inside scaling companies, not an analyst working from a template.
Systems first means we start from how your stack and data actually behave, not from a maturity model. Every finding in the readout is tied to evidence from your own CRM, billing, and pipeline data. Where we don't know, the readout says "we don't know yet" instead of guessing.
You will not find client logos, testimonials, or ROI percentages on this page. We don't publish claims we can't defend, and we won't invent them. Judge the work the way an operator would: read the deliverables list, take the qualification call, and bring your hardest systems question.
Straight answers
The objections we hear most
"We already know what's broken."
Most executive teams do, in list form. What they don't have is the list ranked against revenue impact, tied to evidence, and sequenced into a plan someone can execute. The diagnostic is the difference between a list of complaints and an order of operations. It also regularly surfaces one or two problems nobody had on the list, because the data disagrees with the org chart.
"Can't our team do this internally?"
Possibly. The honest test: does anyone on your team have three uninterrupted weeks, pattern recognition from inside multiple scaling SaaS companies, and the political neutrality to name cross-functional problems in front of the exec team? If yes, do it internally. In practice the people capable of this work are the same people buried in the queue it would examine.
"Why $12,000?"
It buys three weeks of senior operator time at a fixed price, with the scope bounded on this page. It is priced to be a defensible line-item decision for a VP or CRO, not a procurement cycle. We deliberately don't publish ROI multiples; the arithmetic is yours to run against what a stalled quarter, a mispriced discount tier, or a bad forecast costs at your ACV.
"Why not just hire a VP of RevOps?"
You probably should, and the diagnostic makes that hire better. A VP search runs months and the first 90 days usually go to discovering exactly what this diagnostic documents in three weeks. Handing a new VP the roadmap on day one de-risks the hire. Several intake questions exist specifically to check whether hiring, not diagnosing, is your actual next move; if it is, we'll say so.
"How much of our team's time does this take?"
Under one working day in total, spread over three weeks: the 15-minute intake, a 60-minute kickoff, 3 to 5 interviews at 30 minutes each, granting read-only systems access, and the 90-minute readout. The heavy lifting happens on our side of the table. That is the point of paying for it.
"Is this a foot in the door for a bigger consulting contract?"
No. The diagnostic is scoped and priced to stand alone, and the roadmap is written so your own team can execute it. If follow-on work genuinely makes sense, it gets one paragraph at the end of the readout and you are free to ignore it. A diagnostic that only works if you buy the next thing isn't a diagnostic; it's a sales call.
Start with the intake.
22 questions, about 15 minutes. We review every submission personally and reply within two business days, whichever way the answer goes.