RevOps Audit & Roadmap
Bring order to the funnel — CRM, stages, metrics, reports — so leadership trusts the numbers again.
A diagnostic project that cleans up how you acquire and close revenue. One source of truth, a clear definition of every stage and metric, and a 90-day roadmap to keep improving.
- 01 One source of truth for funnel, stages, and metrics
- 02 Win rate, cycle length, average deal value, pipeline velocity — defined and trusted
- 03 90-day roadmap of fixes
The reason
it's productized.
Most founders I work with don't have a marketing problem or a sales problem. They have a *measurement* problem. The CRM is full of folklore, the board deck is brave fiction, and nobody on the team can answer 'how's the funnel?' the same way twice.
The audit is a forensic pass: where the data actually lives, what it means, what to trust, what to fix. Four weeks in, you have one source of truth and a 90-day plan to make it stay that way.
About DariuszBe honest with
yourself here.
If you can't say "yes, that's me" to at least three points on the left, this service is the wrong starting point. Save us both the call.
- B2B SaaS with an existing CRM (HubSpot, Pipedrive, Close, Salesforce…)
- At least a few dozen historical closed deals
- Feels chaotic: duplicates, different lead/SQL definitions, untrusted reports
- No CRM, or CRM used only occasionally
- Early stage with a handful of customers — start with the Sales Sprint
The plan,
in order.
Each week ships something concrete. Weekly milestone calls, async work in between. The timeline flexes ±2 weeks if life happens — beyond that we restart from the previous milestone.
- W1
Discovery & mapping
Interview leadership. Map current funnel & CRM stages.
- W2
Data & reports audit
Data quality scan: duplicates, missing fields, stage hygiene. Review existing reports & dashboards.
- W3
Minimum viable RevOps
Simplified stage set. SQL/Opp/Closed-Won/Lost reason definitions. 2–3 key dashboards.
- W4
Roadmap & alignment
90-day priorities document. Alignment workshop.
Not a report.
A working asset.
Every service hands over an asset your team can use the next day. Here's the shape of what arrives.
- 01 STAGES · 7 found / 5 recommended
- 02 LEAD → MQL ………… undefined exit gate
- 03 MQL → SQL ………… 3 conflicting definitions
- 04 SQL → Opportunity … OK
- 05 Opportunity → Won … OK
- 06 LOST REASONS · 14 distinct · 38% blank
- 07 DASHBOARDS · 23 exist, 3 viewed weekly
What lands
in your inbox.
You own every file, account, repository, and document. Your team can edit them, hand them off, share them with investors. No vendor lock-in.
- № 01RevOps Diagnostic & Roadmap (Notion / PDF)
- № 02Funnel map with new stage definitions
- № 03KPI dictionary (SQL, Opp, ARR, NRR…)
- № 042–3 dashboards (Looker Studio or native CRM)
What you won't get
from an agency.
- 01 Hands-on with your actual CRM — not a Notion-only deliverable
- 02 Stage definitions written for your sellers, in their language
- 03 Dashboards in the tool you already pay for (no new BI bill)
- 04 Roadmap is sized for your team — we don't recommend what you can't ship
Kickoff:
3 working days.
The faster you get me access, the faster week 1 starts. Most of this is a single email with logins or CSVs.
- 01 List of systems: CRM, marketing automation, billing, product analytics
- 02 View-only access to CRM and sales reports
- 03 CSV export of historical deals
The ones I get
every time.
01 Will you build us a Salesforce we don't have? +
02 What if our sales team resists the new stages? +
03 Can you do this with a smaller CRM like Close or Pipedrive? +
Start the
RevOps Audit.
Tell me about your stage and the symptoms you're seeing. I'll come back within 24 hours with a candidate kickoff date and a clear yes/no on fit.