RevOps Audit
A fixed-scope assessment of the revenue system: what the data says, where the process leaks, which numbers cannot be trusted, and what to do first.
An audit answers a question most businesses cannot answer about themselves: can these numbers be trusted, and if not, why not. It is fixed in scope and ends in a document — findings, evidence, and an ordered list of what to fix. Nothing is configured during an audit, which is what keeps it honest.
What Gets Examined
- Object model fit — whether the tables describe the business or a generic one
- Data quality, measured rather than described: completeness, duplication, staleness by owner
- Pipeline integrity — whether stages are transitions or activities, and whether the conversion rates mean anything
- Reporting accuracy, including which records each headline report silently excludes
- Automation inventory and risk, with attention to what has no exit condition
- Integration boundaries: which system owns which field, and where two disagree
- Adoption by role and cohort, because a healthy average conceals the distribution
How It Runs
We work read-only in your portal, take measurements rather than impressions, and interview the people who use the system daily. Every finding carries the evidence it rests on, so you can check it or hand it to someone else to check.
You get a written report and a working session to go through it. What you do next is your decision, and you can take the report to another partner without penalty — a finding that only we can act on was not a finding.
What You Are Left With
- A findings document with evidence for each claim
- A remediation plan ordered by value over effort, not by what is easiest to sell
- A short list of things to stop doing, which is usually the cheapest win available
- A baseline measurement you can re-run later to see whether anything improved
Common questions
RevOps Audit FAQ
Object model fit, data quality, pipeline integrity, reporting accuracy, automation risk, integration boundaries and adoption by role. Each finding carries the measurement behind it rather than an assertion.
No. We work read-only. Changing things during an assessment makes the assessment unfalsifiable, and it removes your ability to decide what gets fixed and by whom.
Yes. The report is written to be actionable by anyone competent, and it names the evidence rather than only the conclusion. If it were only usable by us it would not be an audit.
A health check is generally a checklist run against platform defaults and used to scope a sale. An audit measures your data and your process against what your business actually needs, and its output is a document you own.
Tell us about your needs and we'll provide a customized solution and timeline.