Self-Service
Tools
Free diagnostics and calculators. Find out where you stand before you commit to anything.
Diagnose
Identify problems before you try to solve them.
Revenue Operations Assessment
Answer 15 questions about your pipeline, CRM, systems, and processes. Get an instant diagnostic with gap analysis and recommended next steps.
15 questions, 5 dimensions, scored /100
Includes business case PDF
HubSpot Architecture Scanner
Connect your HubSpot portal and get an instant diagnostic. Properties, pipelines, workflows, and data model scored against revenue operations best practices.
Full architecture audit in under 60 seconds
Salesforce Architecture Scanner
Connect your Salesforce org and get an instant scan of your CRM architecture. Objects, fields, flows, and validation rules mapped for a complete data model picture.
Full org scan in under 60 seconds
Calculate
Quantify the gap between where you are and where you should be.
Digital Labor Calculator
Calculate time lost to admin, pipeline cleanup, manual data entry, and forecasting. Find revenue recoverable through automation.
Avg. finding: $1.2M recoverable/year
Includes business case PDF
Pipeline Coverage Calculator
Know if you have enough pipeline to hit your number. Get coverage ratio, gap analysis, and velocity metrics.
Coverage ratio + gap analysis in seconds
Includes business case PDF
Tech Stack ROI Calculator
Audit your revenue tool spend. Find shelfware, calculate total cost of ownership, and identify consolidation savings.
Find hidden costs across your stack
Includes business case PDF
Sales Compensation Modeler
Model on-target earnings (OTE), base/variable splits, and quota. See the real cost of revenue, turnover impact, and payback period.
Model comp plans and see team economics
Includes business case PDF
Decide
Get a recommendation for what to do next.
Sprint Configurator
Describe your challenge. Get a recommended sprint with estimated ROI and scope in under a minute.
Personalized sprint recommendation
Includes business case PDF
AI-First GTM Readiness
Score your revenue team across 10 dimensions. Get a readiness level and a prioritized sprint path.
10 questions, 3 dimensions, scored /20
Includes business case PDF
Revenue Benchmark
Compare your sales cycle, win rate, and forecast accuracy to AI-native benchmarks. Get a personalized gap analysis in 30 seconds.
Personalized AI analysis in 30 seconds
Includes business case PDF
Apply
Structured frameworks and audit worksheets you can use today.
Sales Ops Readiness Checklist
A 21-question diagnostic to evaluate whether your organization has the foundational elements of a functioning sales operations capability.
Pipeline Hygiene Scorecard
A structured assessment to evaluate the quality, accuracy, and reliability of your sales pipeline data and forecasting practices.
Sales Operating System Audit
A comprehensive worksheet to audit your entire sales operating system, from lead handling through close and post-sale handoff.
Quote-to-Cash Audit Template
A stage-by-stage audit of your entire Q2C process. Find the handoff gaps, data failures, and ownership voids that are delaying your cash collection.
Cross-Functional RACI Template for Revenue Processes
A ready-to-use RACI matrix covering 12 revenue processes and 7 functional roles. Stop arguing about who owns what.
Need more than a checklist?
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