Revenue Function Self-Audit

Who this is for

Before you hire anyone — know where you stand.

Most RevOps engagements start slowly because the first two or three weeks are spent figuring out the current state. You pay for that diagnostic time — and a lot of it is avoidable.

This audit covers the five areas that matter most: CRM and pipeline health, sales process documentation, metrics and visibility, team structure, and revenue predictability. Each area is scored 1–4 across four questions. The total score out of 80 tells you where you are — and the interpretation guide tells you what to do about it.

Time required: 20–30 minutes. Do it alone or with a co-founder — not with your sales team present.