Sales Org & Structure
Scored
Sales Methodology
Scored
Lead Funnel Process
Scored
Tech Stack & Integration
Scored
Data Health & Hygiene
Scored
GTM Strategy & Execution
Scored
Revenue Analytics
Scored
Forecast Accuracy
Scored
ASSESSMENT DIMENSIONS
WHO THIS IS FOR
Your revenue engine is working.
But not hard enough.
The DRIVE Assessment is built for B2B leaders who know something is broken — but don't have the diagnostic clarity to know exactly what, or what it's costing them.
Senior
Operator
Every assessment is conducted and scored by a senior Optimax operator — not a junior analyst running a checklist. The findings are defensible because the evidence is gathered firsthand.
4 Weeks
Structured across three stages: intake and baseline, evaluation sessions, and report construction and executive delivery.
51
Distinct elements assessed across eight dimensions of your revenue engine — every gap weighted by its revenue impact.
◈
Forecasting is unreliable
Deals slip every quarter and your CRM data doesn't reflect reality. The board wants a number you can actually stand behind.
◈
Marketing can't prove ROI
Spend goes in, pipeline attribution is a mess, and the CFO is asking questions you can't answer with confidence.
◈
The tech stack is growing without a plan
Tools were added to solve point problems. Now nothing talks to anything and manual workarounds are slowing everyone down.
◈
A new leader just joined
New CRO, CMO, or VP RevOps who needs a clear-eyed picture of the current state before making structural decisions.
◈
You're standing up RevOps for the first time
Moving from informal to formal revenue operations and need a blueprint, not a guess.
51
Distinct elements assessed across eight dimensions of your revenue engine — every gap weighted by its revenue impact.
4 Weeks
Structured across three stages: intake and baseline, evaluation sessions, and report construction and executive delivery.
Senior
Operator
Every assessment is conducted and scored by a senior Optimax operator — not a junior analyst running a checklist. The findings are defensible because the evidence is gathered firsthand.
WHO THIS IS FOR
Your revenue engine is working.
But not hard enough.
The DRIVE Assessment is built for B2B leaders who know something is broken — but don't have the diagnostic clarity to know exactly what, or what it's costing them.
◈
Forecasting is unreliable
Deals slip every quarter and your CRM data doesn't reflect reality. The board wants a number you can actually stand behind.
◈
Marketing can't prove ROI
Spend goes in, pipeline attribution is a mess, and the CFO is asking questions you can't answer with confidence.
◈
The tech stack is growing without a plan
Tools were added to solve point problems. Now nothing talks to anything and manual workarounds are slowing everyone down.
◈
A new leader just joined
New CRO, CMO, or VP RevOps who needs a clear-eyed picture of the current state before making structural decisions.
◈
You're standing up RevOps for the first time
Moving from informal to formal revenue operations and need a blueprint, not a guess.
WHAT WE ASSESS
Eight dimensions.
Every layer of your revenue system.
Sales Organization & Structure
Role clarity, reporting lines, quota frameworks, hiring profiles, and org design relative to your stage and motion. We identify structural gaps that create accountability blind spots and execution drag.
Sales Methodology & Execution
Whether you're running MEDDPICC, Challenger, Sandler, GAP Selling, Command the Message, or nothing formal — we assess how your team sells versus how they should sell, and what the gap is costing you in win rate and cycle length.
Lead Funnel Process & Automation
End-to-end lead management from first touch to closed-won. Routing logic, SLAs, follow-up automation, handoff design between Marketing, SDR, AE, and CS — every transition point scored for leakage.
Tech Stack & Integration
Deep-dive audit of your core systems — CRM, Marketing Automation, and analytics infrastructure. Tool utilization, integration health, data flow, and a visual model of your ideal stack based on your strategy and growth trajectory.
Data Health & Hygiene
Database completeness, duplicate management, field standardization, and record accuracy. Bad data doesn't just affect reporting — it erodes sales confidence, triggers false automation, and makes every downstream decision less reliable.
GTM Strategy & Planning
ICP definition, segmentation, territory design, pipeline targets, and budget allocation. We assess whether your go-to-market motion is built around the right buyers, the right channels, and the right revenue math.
Revenue Analytics & Reporting
Existing dashboards, tracking infrastructure, pipeline reporting, and marketing attribution. We assess what you're measuring, what you're missing, and what your board actually needs to see to make confident decisions.
Forecast Accuracy & Predictability
CRM hygiene as it relates to forecasting, deal stage definitions, pipeline coverage ratios, and the behavioral patterns that create forecast variance. We identify what's driving your miss rate and how to close it.
THE PROCESS
How the Assessment works.
01
Leadership Interviews
Structured interviews with your CRO, CMO, VP RevOps, and key revenue leaders. We want the strategic picture and the honest frustrations — not the polished version.
02
Team Surveys
Structured surveys with front-line managers and individual contributors. The gap between what leadership believes and what the field experiences is almost always where the real problems hide.
03
System Deep-Dives
Hands-on audits of your CRM, Marketing Automation platform, analytics infrastructure, existing dashboards, reports, and tracking systems. We go inside the tools, not just around them.
04
Scored Report & Roadmap
Every finding is scored, weighted by revenue impact, and sequenced into a phased roadmap with quick wins, 90-day priorities, and a 12-month transformation plan — ready to present at the board level.
WHAT YOU GET
A complete revenue engine blueprint.
Not a gap list.
A Report Built to Be Acted On
A scored revenue engine assessment across eight dimensions and 48 elements. Every gap is weighted, every finding translated into a revenue impact model built from your actual metrics. The output is board-ready — not a gap analysis that lives in a drawer.
Revenue Impact Model
Every gap is translated into a quantified revenue opportunity — so leadership can see exactly what fixing each problem is worth before committing to anything.
Ideal Tech Stack Visual Model
A clear visual of your recommended technology architecture — matched to your marketing strategy, growth stage, and current capabilities.
Current State vs. Best Practice Gap Analysis
Every dimension scored against established best practice for your company stage — with clear before/after documentation of where you are & where you need to be.
Phased Roadmap & Project Schedule
Opportunities ranked by revenue impact and sequenced into a realistic implementation plan — quick wins, 90-day priorities, and a 12-month transformation arc.
Executive Readout
A live presentation of findings to your leadership team — structured for CRO, CMO, and board-level consumption, with time built in for Q&A and strategic dialogue.
Completion Timeline
4 Weeks
Most assessments are completed in two weeks or less — dependent on system access and internal team availability. We move at the pace you need.
Why the Assessment First
-
You own the findings regardless of what you decide next. No strings attached.
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Eliminates guesswork — every recommendation is evidence-based, not assumption-based.
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Reduces the risk of expensive, misdirected implementation work.
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Delivers a comprehensive RevOps strategy in a fraction of the time it would take internally.
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You own the findings regardless of what you decide next. No strings attached.
-
You own the findings regardless of what you decide next. No strings attached.
GET STARTED
Ready to see what your revenue engine actually looks like?
The DRIVE Assessment gives you clarity before commitment. Book a call with Phillip and we'll walk you through exactly how the assessment works and what it would uncover for your organization.
Book a Discovery Call
No pitch. No deck. A direct conversation about your revenue engine — and whether the DRIVE Assessment is the right first step.
Or email directly: phillip@optimaxrevops.com
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Revenue transformation for B2B companies. Built on the DRIVE Framework™.
THE FRAMEWORK
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