Diagnostic
The part of the diagnostic you choose, built from what you already have.
Coming soon
RevOS Lite
Find out where your revenue breaks, before you hire anyone or buy any tool.
RevOS Lite is a self-service version of the RevOps Studio method. It gives you the part of the diagnostic you choose and a 90-day plan, built from what you already have.
How does it work?
- 01
You give it what you already have
Aggregate figures for your business, not exports from your CRM.
- 02
The system produces the diagnostic
The part you choose, with your information and what can be seen of your market on the public web.
- 03
You validate the facts
You confirm or correct your business's data; the method provides the reading.
- 04
You receive the 90-day plan
The first 90 days come in detail and the following twelve months in outline.
It is an automated evaluation, with an optional review.
What do you take away?
90-day plan
- four to seven initiatives
- prioritised
- owner
- dependency
- result milestone
- first 90 days in detail
- next twelve months in outline
90-day plan
The first 90 days in detail and the following twelve months in outline.
Diagnostic parts:
- Capture
- Qualification
- Close
| # | Initiative | Owner | Depends on | Result milestone | When |
|---|---|---|---|---|---|
| 01 | Define what a qualified opportunity is | Sales leadership | — | Written criterion, applied in the CRM | Days 1–30 |
| 02 | Unify the pipeline stages | Sales operations | 01 | One definition per stage | Days 1–30 |
| 03 | Agree the handoff from marketing to sales | Marketing and sales | 01 | Response time agreed and measured | Days 31–60 |
| 04 | Measure conversion by stage every month | Marketing | 02 | First report with a figure per stage | Days 31–60 |
| 05 | Give every active account an owner | Sales leadership | 02 | No active account without an owner | Days 61–90 |
01Days 1–30
Define what a qualified opportunity is
Sales leadership · Milestone: Written criterion, applied in the CRM
02 · depends on 01Days 1–30
Unify the pipeline stages
Sales operations · Milestone: One definition per stage
03 · depends on 01Days 31–60
Agree the handoff from marketing to sales
Marketing and sales · Milestone: Response time agreed and measured
+ 2 initiatives more
Months 4–15, in outline:
- Second read of the funnel with the quarter's data
- Extend measurement to renewals
Who is it for?
For B2B companies that want to know where their revenue breaks before hiring anyone or buying any tool.
What is it not?
It doesn't replace the Revenue Diagnostic with a consultant, and it makes no promise of results.