Diagnostic
Essentials
Starting point
Brief
Knowledge base
Competitive map
Revenue Diagnostic
RevOS · Revenue Operating System
From knowing where your revenue breaks to a process running in your tools.
The Diagnostic tells you what's holding back your growth. The question that follows is how it gets solved.
RevOS, the RevOps Studio method, diagnoses and designs the revenue system of a B2B company that already sells, and leaves it running in its own tools and with its own team. It runs in phases, and each one ends with a decision that is yours.
RevOS on one page: what each phase produces, and where you decide.
Each phase ends with a decision checkpoint, and nothing moves forward without your sign-off.
Design
Essentials
Positioning and messages
Demand system
Marketing and sales link
Complete adds
Channel strategy
Content and discoverability
Sales process
Measurement framework
Customer lifecycle
Closes the phase
Prioritised roadmap
Optional
Brand Copy System
Activation
Complete
Complete
Stack review
CRM blueprint
Measurement architecture
Executive deliverables
Optional
CRM selection
Media plan
Content calendar
Conversion playbook
Reporting system
Retention and expansion plan
Client Workspace
You follow the project in the Client Workspace: where it stands, what we need from you and why, and which version of each deliverable is current.
See the Client Workspace →Phase
Diagnostic
The brief, the knowledge base, the competitive map and the Revenue Diagnostic.
Essentials
Starting point
What we take as the starting point.
Brief
Whether our understanding is right before we go on.
Knowledge base
What counts as established fact and what stays an assumption.
Competitive map
Where you can stand that nobody else occupies.
Revenue Diagnostic
What to attack first, and whether to go further.
At the checkpoint, you decide what to do with what we found.
Phase
Design
Positioning and messages, the demand system, the link between marketing and sales, and the roadmap.
Essentials
Positioning and messages
What you say, to whom, and in what order.
Demand system
Which demand engines you switch on first.
Marketing and sales link
Who hands what to whom, and when.
Prioritised roadmap
What gets done first, and who owns it.
Complete adds
Channel strategy
Where the next commercial euro goes.
Content and discoverability
What you publish, and why.
Sales process
How an opportunity moves forward, and who decides it does.
Measurement framework
What you look at, and what you stop looking at.
Customer lifecycle
How you keep and grow them.
Onboarding, retention, loyalty and expansion of the customers you've already won. It stops at the customer you've acquired; product and internal operations are outside it.
Optional module in Design
Brand Copy System
How everyone who writes about your business keeps to the same message.
At the checkpoint, you approve the design and the order of attack.
Phase
Activation
CompleteThe stack, the CRM, measurement and the executive deliverables.
Stack review
What to keep, what to change and what to add.
CRM blueprint
How your CRM is set up to run the process.
Measurement architecture
Which integrations to build so the numbers can be trusted.
Executive deliverables
What you take to the board, and what you hand to your team.
Optional modules in Activation
CRM selection
Which platform to adopt.
The platform is chosen from the requirements of your process, not from a partnership with any vendor.
Media plan
How much goes where, month by month.
Content calendar
What gets published next.
Conversion playbook
How your team runs each conversation.
Reporting system
Which routines govern your revenue.
Retention and expansion plan
Where to invest in the customer you already have.
At the checkpoint, you sign off the process running in your tools.
Essentials and Complete
| Phase | Essentials | Complete |
|---|---|---|
| Diagnostic | The same Diagnostic in both. | |
| Design | The core of the system: positioning and messages, the demand system, the link between marketing and sales, and the roadmap. | Everything in Essentials, plus channels, content and discoverability, the sales process, measurement and the customer lifecycle. |
| Activation | Essentials ends with the roadmap and its checkpoint. | The stack, the CRM, measurement and the executive deliverables. |
Essentials
- Diagnostic
- The same Diagnostic in both.
- Design
- The core of the system: positioning and messages, the demand system, the link between marketing and sales, and the roadmap.
- Activation
- Essentials ends with the roadmap and its checkpoint.
Complete
- Diagnostic
- The same Diagnostic in both.
- Design
- Everything in Essentials, plus channels, content and discoverability, the sales process, measurement and the customer lifecycle.
- Activation
- The stack, the CRM, measurement and the executive deliverables.
Optional modules are added when you need them.
What you receive in each phase →How do you stay in control?
Each phase ends with a decision checkpoint, and nothing moves forward without your sign-off. You follow the project in the Client Workspace: where it stands, what we need from you and why, and which version of each deliverable is current.
What can you see at any moment?
- Where the project stands.
- What we're asking of you, and why.
- What we're producing.
- What's approved.
- Which assumptions are still open.
- Which deliverables exist, and in which version.
- What you'll decide at the next checkpoint.
After the project
Activation leaves the process running in your tools, with your team. And if you want that system to stay alive in the day-to-day, there's Operator, now in private beta for existing clients.
Meet Operator →Operator receives requests from email, Slack, Teams or your assistant environment, applies the system we designed, and prepares work in your CRM, spreadsheets, documents and campaigns after a person validates it.
Where your team already works
- Slack
- Teams
- Your assistant environment
OperatorPrivate beta
Its memory tells apart
A person validates
In your tools
- CRM
- Spreadsheets
- Documents and reports
- Campaigns
A decision unlocked, in a real case.
How a creative studio decided to give every account an owner before hiring
Read the case →Questions about RevOS
Activation leaves the process running in your tools, with your team. We design it, validate it with you and set it up; we don't run your sales function.
None. We tell you which process you need, and then which tool supports it. We are not a HubSpot, Salesforce or Pipedrive partner and take no platform commissions.
It's set in the proposal, after you've seen a sample diagnostic. Scope and timeline are fixed before we start.
We show you a real diagnostic before we talk about price.
Essentials covers the Diagnostic and the core of the design, and ends with the roadmap. Complete adds the rest of the design and Activation, which leaves the process running in your tools, with your team.