FRAMEWORK
RevOps Audit Checklist
The DEPTH model serves as both a conceptual lens and operational checklist for comprehensive revenue operations auditing. This framework is deliberately broad enough to apply to small and large-scale RevOps teams, yet detailed enough to drive specific recommendations.
Download our complete audit checklist to systematically evaluate and optimize your revenue operations across all five critical dimensions.
Comprehensive Framework
Actionable Checklist
Measurable Outcomes
The DEPTH Model Framework
Five interconnected dimensions that ensure organizations not only collect high-quality data, but also leverage it effectively through well-documented processes, robust technology, rigorous measurement, and aligned teams.
D
Data Health
Completeness, accuracy, and consistency of CRM and marketing data
- Duplicate and incomplete record identification
- Lifecycle stage consistency analysis
- Property standardization review
- Historical data integrity assessment
E
Execution & Handoff Processes
How leads and opportunities flow through marketing, sales, and customer success
- End-to-end funnel flow documentation
- Handoff criteria and SLA definition
- Manual vs automated handover analysis
- Ownership and escalation path clarity
P
Platforms & Integrations
Technology stack assessment and interconnection analysis
- Complete technology inventory
- Integration health and reliability check
- Redundancy and overlap analysis
- Security and compliance review
T
Tracking & Metrics
KPIs, dashboards, reporting cadence, and analytical methods
- KPI alignment with strategic goals
- Dashboard audit and consistency check
- Data source validation
- Reporting cadence optimization
H
Human Alignment
Organizational roles, accountability, and cross-functional communication
- Stakeholder interviews and surveys
- RACI model assessment
- Communication cadence review
- Incentive and compensation alignment
What You'll Receive
Complete Audit Framework
- • Step-by-step audit procedures for each DEPTH dimension
- • Specific deliverables and assessment criteria
- • Prioritization framework for improvement initiatives
- • Timeline templates for implementation
Actionable Checklists
- • Ready-to-use audit checklists for each component
- • Scoring rubrics and assessment matrices
- • Gap analysis templates
- • Stakeholder interview guides
Download Your RevOps Audit Checklist
Get instant access to our comprehensive DEPTH model framework and start optimizing your revenue operations today.