RevOps Audit
A read-only assessment of six areas of the revenue system: object model fit, data quality, pipeline integrity, reporting accuracy, automation risk and adoption by role. Each finding is issued with the measurement that produced it.
Assessment by measurement
The audit runs under read-only access. No configuration, data or automation is modified at any point. Every finding is stated with the measurement that produced it and the method used to obtain that measurement, so a third party can reproduce the result. The client decides what is remediated afterwards, and by whom.
The shape of the engagement
Phases, their overlaps, and the point at which each is accepted. Durations are scoped per engagement; the sequence and the acceptance points hold.
Buy this engagement
The audit is fixed scope and fixed fee, and can be bought without a call.
| Item | What it covers | Price | Add to cart |
|---|---|---|---|
| RevOps Audit | Fixed-scope audit of your revenue systems: CRM architecture, data quality, lifecycle, reporting and automation, with a prioritised remediation plan. | $5,000 |
Scope not listed here is quoted. The full catalogue carries every item.
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Our work on this
Published research and engagements covering the same subject, so the approach described above can be read at length rather than taken on description.
The Foundations Stack of Revenue Operations
The six analytical layers a revenue operation is right or wrong about, and the traceability that connects a metric to the decision it exists to serve.
Read itWhy Revenue Operations Organizations Fail
The conditions an audit is looking for, stated as causes rather than as symptoms.
Read itData Governance: Centralised or Federated
The ownership question an audit surfaces most often, examined properly.
Read itWhat is delivered
Each item below is a document or an artefact the client keeps, not an activity performed.
Findings document
Each finding stated with the measurement supporting it, the method by which it was obtained, and the operational consequence of leaving it unaddressed.
Remediation sequence
Findings ordered by expected benefit relative to implementation effort, with dependencies between items identified so that work is undertaken in a viable order.
Baseline measurement set
The measurements taken, recorded in a form that can be re-run following remediation to establish whether the intended effect was achieved.
Decommissioning list
Automation, properties, reports and integrations that no longer serve an identified purpose, recorded for removal.
What this includes
How it runs
Access and scoping
Read-only access is provisioned and the boundaries of the assessment are agreed in writing before work commences.
Measurement
Quantitative measurement of data quality, pipeline integrity, reporting coverage and automation inventory, recorded with the method used to obtain each figure.
Structured interviews
Sessions with users in each role to record operational practice that is not observable in the data, including workarounds maintained outside the system.
Analysis and drafting
Findings are drafted with their supporting evidence and ordered into a remediation sequence by benefit relative to effort.
Review session
The findings document is presented and examined, with the underlying measurements available for inspection.
Milestones
| Milestone | Accepted when |
|---|---|
| Scope agreed | The systems, objects and period under assessment are recorded in writing, and read-only access is provisioned. |
| Measurement complete | The quantitative measures are taken and the method for each is recorded so any figure can be reproduced. |
| Interviews complete | Users in each role have been interviewed and operational practice not visible in the data has been recorded. |
| Findings issued | The findings document is delivered with supporting evidence and a remediation sequence ordered by benefit against effort. |
| Review session held | The findings are examined with the client and the underlying measurements made available for inspection. |
Ways of working
The audit is performed by RevOps HQ under read-only access; no configuration is altered and no remediation is undertaken within the engagement. The client contributes read-only access and the availability of users in each role for interview. The engagement is fixed scope and fixed fee, and the resulting document is the client's property.
The engagement plan, the hour budget, the delivery spectrum and the weekly, monthly and quarterly cadence are common to every service and are set out in how we work.
Common questions
RevOps Audit FAQ
Object model fit, data quality, pipeline integrity, reporting accuracy, automation risk, integration boundaries, permissions and adoption by role. Each finding is accompanied by the measurement supporting it rather than an assertion.
No. Access is read-only. Modifying configuration during an assessment renders the assessment unfalsifiable and removes the client's discretion over what is remediated.
Yes. The document states the evidence and method for each finding and is written to be actionable by any competent practitioner. An assessment that only its author can act upon is not an assessment.
A health check is ordinarily a checklist evaluated against platform defaults and used to scope a subsequent sale. An audit measures the client's data and process against the requirements of the client's business, and the resulting document is the client's property.
Tell us about your needs and we'll provide a customized solution and timeline.