You're not short on effort. You're short on infrastructure.
12 questions across four pillars. Takes less than 3 minutes. You'll get a personalized score showing exactly where your revenue operations are leaking — and what to fix first.
Data Integrity
Funnel Visibility
Automation Coverage
Reporting Trust
No cost. No obligation. Just clarity.
Pillar 01 · Data Integrity
Is your data trustworthy?
Clean, structured data is the foundation everything else depends on.
Question 1 of 12
Do you have a single, reliable source of truth for customer and lead data?
Question 2 of 12
How confident are you in the accuracy of your contact and company records?
Question 3 of 12
When a lead fills out a form, does their data flow into your CRM without manual entry?
Pillar 02 · Funnel Visibility
Can you see your pipeline clearly?
If you can't see where leads are and where they drop off, you can't fix the leaks.
Question 4 of 12
Can you identify where in your funnel leads are dropping off?
Question 5 of 12
Do you know which channels or campaigns are generating your highest-quality leads?
Question 6 of 12
Can you pull a reliable pipeline report in under five minutes?
Pillar 03 · Automation Coverage
Are your systems doing the work?
Manual processes don't scale. The right automations buy back time and reduce error.
Question 7 of 12
Are your lead nurture sequences automated, or does follow-up depend on someone remembering?
Question 8 of 12
When a lead takes a key action (form fill, email click, page visit), does your CRM respond automatically?
Question 9 of 12
How much manual work does your team do each week that could be automated?
Pillar 04 · Reporting Trust
Do you trust your numbers?
Reports only matter if leadership believes them enough to act on them.
Question 10 of 12
Does your team regularly review a shared dashboard or report to make decisions?
Question 11 of 12
When leadership asks "how is marketing performing?" — can you answer with confidence?
Question 12 of 12
Can you tie marketing activity directly to revenue outcomes?
Assessment Complete
Your report is ready.
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Analyzing your responses…
Building your personalized gap report
Your RevOps Gap Report
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/ 24
Score by Pillar
Data Integrity
0/6
Funnel Visibility
0/6
Automation Coverage
0/6
Reporting Trust
0/6
Ready to close the gaps?
A free 30-minute ops review is usually enough to identify the two or three changes that would move the needle most. No prep required — just a working conversation.
