Is Your Revenue System Helping You Scale — or Holding You Back?
Take this 5-minute assessment to diagnose the health of your CRM, processes, and reporting. Get a personalized score and actionable recommendations — instantly, with zero sales pressure.
Takes 5 minutes. No credit card. No sales call. Just your score and what to do about it.
Revenue systems get misaligned. Here's what that looks like.
Your CRM is creating friction instead of removing it.
Your CRM structure doesn't match how you actually sell anymore. Reps create workarounds. Data lives in spreadsheets and Slack instead of the system.
Forecasting is unreliable.
You can't forecast accurately without spending half a day manually reviewing deals. Your forecast changes every week. You have zero confidence in it.
Processes leak efficiency.
Your team spends 5-10 hours a week on things that should be automated. Knowledge lives in one person's head. New reps learn "how we actually do it" versus "how the system works."
Reporting is a manual project.
Getting a real picture of pipeline, velocity, or deal health requires stitching together multiple sources. Your dashboards are out of date by the time you look at them.
You're hiring around the problem instead of fixing it.
Each new sales hire means more friction because the system still doesn't work. Scaling requires exponentially more management and oversight because the foundation is weak.
As companies grow from $1M to $5M to $10M+ ARR, their revenue systems don't evolve at the same pace. The CRM was built for a smaller team with one sales motion. Now you have multiple segments, longer deal cycles, complex approval processes. The system can't keep up.
This isn't a tool problem. It's a design problem. Most revenue leaders know something is off. They just don't know where to start fixing it.
Get clarity in 5 minutes. Three simple steps.
Take the assessment
Answer 15 straightforward questions about your CRM, processes, reporting, and data quality. No data required beyond what's in your head.
Get your score
See your overall Revenue Systems Health score instantly — measured across 5 critical dimensions. No waiting. No "we'll email you in 24 hours."
See what to fix
Your results include specific, actionable recommendations for each dimension. Not generic advice. Not a sales pitch. Just: here's what's broken and here's what fixing it looks like.
Your assessment measures 5 critical dimensions.
- Data FoundationCRM data quality, field definitions, adoption, and hygiene cadence.
- Process AlignmentStage definitions, exit criteria, playbooks, and CRM-enforced workflows.
- Handoff IntegrityMQL-to-SQL context transfer, speed-to-lead, and Sales-to-CS transitions.
- Reporting & VisibilityForecast confidence, automated reporting, and stakeholder access.
- Tech Stack LeverageFeature utilization, integration health, onboarding speed, and evaluation rigor.
What you get.
Built by a RevOps practitioner who's done the work.
- Built CRM structures, rebuilt workflows, and fixed forecasting at growth-stage SaaS companies
- 15 questions across 5 dimensions drawn from real diagnostic engagements
- Grounded in operational experience — not theory or generic best practices
Your data is private and never shared.
- Assessment responses are confidential and never shared with third parties
- Email used only to deliver your results and optional follow-up resources
- No sales call required — your results are yours
Stop guessing about your revenue systems.
5 minutes of honesty about where your systems actually stand. Then you can decide what to fix.
Takes 5 minutes. No credit card. No sales call. Just your score and what to do about it.