Optimax Revenue Operations Healthcheck
A comprehensive review, assessment, and future roadmap for your lead-to-revenue process, technology, and analytics.
WHO IS THIS AUDIT FOR?
B2B Technology companies just starting or scaling that are...
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Missing a systematic, automated lead management process
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Have a broken or incomplete tech stack
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Lack visibility into what’s working within Marketing or,
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Are standing up a new Revenue Operations team for the first time
HOW LONG WILL IT TAKE?
This is dependent on systems access and internal team availability – but most audits are completed in 2 weeks or less!
AREAS COVERED:
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Lead Funnel Automation & Optimization
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Marketing Technology Stack
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Sales and Marketing Reporting and Analytics
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Database health and hygiene
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GTM Planning and Budgeting
PROCESS INPUTS:
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Leadership interviews
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Front-line manager and team member structured surveys
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Deep-dive audits of the “Core 3” systems – CRM, Marketing Automation, and Google Analytics/Tag Manager
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Scrutinize existing reports, dashboards, and tracking spreadsheets
DELIVERABLES:
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A 20-page customized report and strategy plan
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Visual model and roadmap of your Ideal Tech Stack based on your marketing strategy, expected growth, and current needs
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Gap analysis of current state vs recommended best practice
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Optimization opportunities and improvement areas, ranked by revenue impact
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Complete project schedule and milestones for turnkey implementation from start to finish
AUDIT BENEFITS:
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Benefit from specialized skills and expertise gained from years of experience across multiple clients
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Gain a clear and specific understanding of problem areas
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Reduce the risk of wasted time and money by eliminating the guesswork when determining solutions
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Optimax’s processes help you produce a comprehensive RevOps strategy in half the time!