Starting point
- For
- gathering what you already know about your business, as it stands, at the start.
- Decision
- what we take as the starting point.
What you receive in each phase, deliverable by deliverable.
Every deliverable says what it's for and which decision it lets you take.
This catalogue lists the deliverables of a RevOS project, phase by phase. For each one: what it's for and the decision it lets you take.
See a sample diagnostic →Diagnostic
Brief
- For
- one structured document with your business, your market and your commercial situation.
- Decision
- whether our understanding is right before we go on.
Knowledge base
- For
- your commercial and operational knowledge, consolidated from your decks, proposals, reports and interviews.
- Decision
- what counts as established fact and what stays an assumption.
Competitive map
- For
- how your direct and indirect competitors position themselves, and where the gaps are.
- Decision
- where you can stand that nobody else occupies.
Revenue Diagnostic
- For
- your revenue chain with a figure per stage, every bottleneck prioritised, and a thesis with its confidence stated.
- Decision
- what to attack first, and whether to go further.
Design (Essentials)
Positioning and messages
- For
- category, central promise, message pillars, value propositions by segment and messages by funnel stage.
- Decision
- what you say, to whom, and in what order.
Demand system
- For
- how demand gets generated across the funnel: demand engines, tactics by stage and the order of activation.
- Decision
- which demand engines you switch on first.
Marketing and sales link
- For
- the link between marketing and sales: handoff, service levels, qualification, routing and follow-up.
- Decision
- who hands what to whom, and when.
Prioritised roadmap
- For
- prioritised initiatives, sequence over 90, 180 and 365 days, dependencies, owners and milestones.
- Decision
- what gets done first, and who owns it.
Design (Complete)
Everything in Essentials, plus:
Channel strategy
- For
- which channels to activate, with what weight and what role in the funnel.
- Decision
- where the next commercial euro goes.
Content and discoverability
- For
- which content to produce, for which stage and search intent, and how it will be found, in traditional search and in generative engines.
- Decision
- what you publish, and why.
Sales process
- For
- the stages, criteria and roles of your sales process.
- Decision
- how an opportunity moves forward, and who decides it does.
Measurement framework
- For
- which metrics you measure, from what source, how often, who looks at them and which decision each one informs.
- Decision
- what you look at, and what you stop looking at.
Customer lifecycle
- For
- onboarding, retention, loyalty and expansion of the customers you've already won.
- Decision
- how you keep and grow them.
Optional module in Design
Brand Copy System
- For
- tone of voice, message structure by stage and channel, approved and vetoed phrases, and a guide to headlines and calls to action.
- Decision
- how everyone who writes about your business keeps to the same message.
Activation
Stack review
- For
- which tools you have, how you use them, where they overlap and which gaps block the system we designed.
- Decision
- what to keep, what to change and what to add.
CRM blueprint
- For
- objects, mandatory fields, pipelines, stages, automations, assignment rules, standard reports and permissions.
- Decision
- how your CRM is set up to run the process.
Measurement architecture
- For
- how your CRM, marketing automation, analytics and sales tools connect to feed measurement reliably, with attribution and clean data.
- Decision
- which integrations to build so the numbers can be trusted.
Executive deliverables
- For
- consolidating the whole project for the board and for the team that will run it.
- Decision
- what you take to the board, and what you hand to your team.
Optional modules in Activation
CRM selection
- For
- recommending the platform that fits the requirements of the process we designed, whichever vendor it is.
- Decision
- which platform to adopt.
Media plan
- For
- investment by channel and by month, formats, audiences, KPIs and optimisation cadence.
- Decision
- how much goes where, month by month.
Content calendar
- For
- what content, on which date, by whom, in which channel and format, with which call to action.
- Decision
- what gets published next.
Conversion playbook
- For
- call scripts, meeting structures, common objections and answers, email templates and a checklist by pipeline stage.
- Decision
- how your team runs each conversation.
Reporting system
- For
- which reports, for whom, how often, in which meeting and with which decision attached.
- Decision
- which routines govern your revenue.
Retention and expansion plan
- For
- keeping and growing the customers you've already won, built on the Customer Lifecycle Design.
- Decision
- where to invest in the customer you already have.