Are Your Marketing and Sales KPIs Lying to You?
RevOps Audit and Sales Process Optimization
Ready to turn your sales team into a revenue powerhouse?
PHASE I: Rapid Assessment
A deep dive into your current sales strategy, structure, and execution to identify strengths, weaknesses, and opportunities.
Objectives:
- Assess sales team structure, territories, and key account strategy
- Evaluate pipeline forecast reliability and sales process efficiency
- Identify gaps in sales performance metrics and tools
Key Activities:
- Data-driven analysis of existing sales reports & KPIs
- One-on-one interviews with key stakeholders & sales leadership
- Geographical & territory alignment assessment
- Sales forecasting and pipeline health evaluation
PHASE II: Strategy Development
With insights from our assessment, we craft a strategic sales roadmap centered around a North Star metric to drive predictable and scalable growth.
Objectives:
- Define your North Star metric – the key driver of sustainable revenue growth
- Set clear, actionable goals aligned with top growth levers
- Design a strategic action plan for measurable improvements
Key Activities:
- Establish the 3-5 core drivers that fuel your North Star metric
- Develop short-term & long-term sales growth initiatives
- Create a structured implementation plan with resource allocation
PHASE III: Optimization Roadmap
Once the audit and strategy is complete, we ensure buy-in and alignment by presenting a One Page Strategy and facilitating a hands-on workshop to provide guidance for implementation.
Objectives:
- Align sales leadership around a simple, actionable strategy
- Finalize a clear, focused Optimization Roadmap
- Deliver all findings, insights, and next steps in a structured format
Key Activities & Deliverables:
- Final One Page Strategy Document – A concise, execution-ready blueprint
- Comprehensive Written Assessment & Optimization Roadmap – Full documentation of findings, insights, and recommendations
- Presentation to Leadership – A walkthrough of key takeaways and the implementation plan to be handled either internally or by retaining us.
Ready to transform your revenue engine?
How it works:
Book a Discovery Call
During this call we'll chat about your specific growth challenges and determine if a RevOps Audit and Sales Process Optimization is the ideal solution.
Onboarding and Launch Date
If we both agree our RevOps Audit is the ideal solution, you'll receive a contract that details onboarding, we'll schedule a deep-dive kick-off meeting, and solidify the project timeline.
Strategy Presentation to Leadership
Once the RevOps Audit is complete, we'll compile our findings into a Strategy Guide that details the breakdowns and provides suggestions for optimizing your sales processes.
A growth strategy consultant you can trust...
With 20+ years of experience in sales, marketing, and revenue operations and over $300 million in attributed revenue, clients choose to work with me for two very simple reasons – I care and I get results.
As a lifelong entrepreneur, I have a deep appreciation for the unique challenges Founders and CEOs face daily.
I pride myself on being a partner you can count on to fuel growth with innovative strategies that position you as the leader, capitalize on market conditions, and maximize your current resources and talent.
If you’re ready to stop chasing marketing tactics and start building a growth engine, I can help.
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