RevOps audit · Series A to D B2B SaaS
RevOps audit for Series A to D B2B SaaS
A RevOps audit of your lead-to-cash stack in three weeks: funnel data, forecast, tech-stack map, and a 90-day fix roadmap. $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.
The question
What a RevOps audit should answer
At Series A 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. A RevOps audit should tell you which of those problems is real, where it starts, and what to fix first.
What you get
Audit vs diagnostic: what you actually get
Here, a RevOps audit and the Revenue Operations Diagnostic are the same engagement. The output is not a deck of observations. It is five 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.
Scope
What we look at, system by system
- CRM: routing, lifecycle stages, handoffs, and the pipeline data your forecast reads from.
- Marketing automation: lifecycle stages and the handoff from marketing to sales.
- CPQ and billing: quoting, approvals, contracting, and billing, and where quotes stall.
- Warehouse: where your reporting numbers come from, and where they disagree with the CRM.
- The integrations between them: what is load-bearing, what is shelfware, and where data breaks in transit.
How it works
Week by week: qualification first, then three weeks to the readout.
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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.
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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.
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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.
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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
What it costs, and what it is not.
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 to 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 it's for
Is your company a fit? We qualify every engagement, including this one.
A fit
- B2B SaaS that has raised a Series A, 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-A 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.
Straight answers
RevOps audit FAQ
What is a RevOps audit?
A RevOps audit is a structured review of how your revenue systems and processes actually run, from lead to cash, compared with how everyone thinks they run. Ours covers revenue architecture, funnel and data, and the tech stack, and ends with a prioritized fix roadmap.
How long does a RevOps audit take?
Three weeks from kickoff to executive readout, after a 22-question intake that takes about 15 minutes. We reply to every intake within two business days, and you get two weeks of async Q&A after the readout.
What does a RevOps audit cost?
$12,000, fixed. It is paid once, up front, after qualification. There is no hourly billing and no scope negotiation.
Do you need admin access to our CRM?
No. Access is read-only. We diagnose and do not touch production.
What do we have at the end?
Five artifacts: a revenue architecture audit, funnel and data forensics, a tech-stack map, a prioritized fix roadmap sequenced into 90 days, and a live executive readout. Your team can execute the roadmap without us.
Is an audit the same as a diagnostic?
Yes. Here they are the same engagement. We call it a diagnostic because the output is a set of artifacts to act on. Many buyers search for it as an audit, so you will see both words.
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.