RevOps Audit Process

RevOps Audit Outline

Know what to expect for your RevOps Audit.

1

What is RevOps and How Does RevOps Work?

What is RevOps (Revenue Operations)

A business function responsible for aligning Sales, Marketing, and Customer Success with the goal of predictable revenue growth.

How does RevOps work?

• Planning

• Processes

• Tools

• Data

• Enablement

2

Core Functions Deep Dive

Planning (Strategy)

Guiding Questions:

  • • What are our goals?
  • • Are they clearly documented?
  • • How will we measure performance?

Components:

  • • Go To Market (GTM) Strategy
  • • Ideal Customer Profile (ICP)
  • • Marketing Qualified Lead (MQL) Criteria
  • • Sales Qualified Lead (SQL) Criteria
  • • Channel Planning
  • • KPIs & Measurement
Process

Guiding Questions:

  • • What is the customer journey?
  • • Who is involved?
  • • Where does it break down?

Components:

Lead Generation:

  • • Lead Sourcing, MQL Process,
  • • BDR Outreach, SQL Process, Sales Handoff

Sales Process:

  • • Account Executive (AE) Sales Process
  • • Data entry, Customer Success Handoff

Customer Success:

  • • Handoff Meeting, Onboarding
  • • Engagement, Risk Management (Churns), Renewal
Tools

Guiding Questions:

  • • What tools are we paying for?
  • • What tools are we actually using?
  • • How do these tools help us?

Components:

  • • Marketing Tools (HubSpot, Apollo)
  • • Lead Enrichment (Seamless.AI, Sales Navigator)
  • • Sales Software (Gong, Chorus)
  • • Customer Relationship Manager (CRM: Salesforce, HubSpot)
  • • Customer Success Platforms (Gainsight, Zendesk)
  • • Dashboards & Reporting (Power BI, HubSpot Reporting, Tableau)
Data

Guiding Questions:

  • • Where are all our customer touchpoints?
  • • Where is the data flowing?
  • • Is it clean, clear, and reliable?
  • • Where is it going?

Components:

  • • Data Integrity/Hygiene
  • • Integrations
  • • Enrichment
  • • Automation
  • • Dashboarding (KPIs & Metrics)
Enablement

Guiding Questions:

  • • Who is inteacting with tools?
  • • Do they know why?
  • • Do they know how?

Components:

  • • Making sure that people are trained or "enabled" to do the work
  • • Training programs and documentation
  • • User adoption strategies
  • • Ongoing support and coaching
3

My Process Overview

1
Mini Audit & Proposal
(2 Weeks)
2
Discovery
(3 Weeks)
3
Engineering
(3-4 Weeks)
4
Enablement
(3 Weeks)
4

Next Steps

Proposal Meeting

RevOps audit scoring, project outline, and negotiations

Audit Scoring:

  • • Results presentation
  • • Priority areas identification

Project Outline:

  • • Implementation roadmap
  • • Timeline

Negotiations:

  • • Scope refinement
  • • Terms discussion

Ready for Your RevOps Audit?

Let's dive deep into your Revenue Operations and identify opportunities for growth.

Schedule Your RevOps Audit
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