Revenue Operations Audit & Redesign
Revenue process gets built in layers: a workaround from a bad quarter, a spreadsheet somebody started three years ago, a step nobody remembers adding. Each one made sense at the time. Together they are why the forecast is wrong and why a deal fell through a crack that has been there for a year.
The audit follows the work: where a lead goes, who touches the deal, which spreadsheet the CRM quietly feeds. The redesign is built with the people who run it, in the room, so it survives the day the consultant leaves.
What the audit finds
- Where leads, deals and data move, compared with where the process map says they move
- The handoffs that drop deals: sales to finance, deal desk to fulfillment, CRM to spreadsheet and back
- What is measured, what should be, and which numbers on the dashboard nobody has opened in a year
What the redesign delivers
- A rebuilt process, cadence and set of working documents, designed with the people who run them day to day
- A KPI framework tied to how your business makes money
- Training delivered as the new way of working goes live, at the desk, on real deals
- A named owner inside your company and handover notes, so the redesign outlives the engagement
How it is priced
Two steps. First the scoped assessment: two to three weeks, $3,500, and you keep the map either way. Then the audit and redesign, at a fixed fee set by what the assessment finds. Most land between $12,000 and $50,000, and the assessment fee is credited toward it.
Who this is for
Any size, from a small team to a few hundred people. A CRM that three different people set up. A forecast someone rebuilds in a spreadsheet every Monday. Nobody is wrong, and nobody owns the whole thing. That is the company this is for.
Next step
It starts with the scoped assessment.
Two to three weeks, $3,500, credited toward the audit and redesign if you go ahead. Say what is failing and roughly how big the company is.
Book the assessment