The Revenue Engine Health Check
Most companies know something in the revenue engine isn’t working. Very few can say exactly what. Our free Health Check tells you where to focus first.
What it is
A guided diagnostic conversation and a written scorecard assessing the health of your revenue engine. This is what you walk away with:
A clear snapshot
See what’s working, what’s leaking, and what to fix first.
Built for your business
Tailored to your team, stack and go-to-market motion.
Action, not theory
Practical next steps you can implement right away.
🔒 revenue.house
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RevOps Health Check
A diagnostic snapshot of your revenue engine:
where it’s working, where it’s leaking, and what to fix first.
Summary
Demand isn’t your problem. You’re generating more than enough qualified interest, and the team knows the market well. The constraint is everything that happens after a lead arrives. Because your deal stages aren’t defined and each rep works their own way, the pipeline doesn’t describe reality, which is why the forecast has missed three quarters running, and why the misses feel unpredictable rather than explainable. Fix the stages and the definitions and you’d have a forecast the board can lean on within a quarter, without adding headcount or tools.
Revenue engine maturity
ReactiveManagedRepeatableOptimised
You have hands on the wheel: parts of the engine are actively run and watched. What’s missing is consistency — the same situation still gets handled differently depending on who’s dealing with it.
Three areas at risk, one critical, one healthy.
4 of 5 areas need work
Revenue engine scorecard
Healthy — working as it should At risk — functioning, but leaking Critical — costing you revenue now
CRM & data health
At risk
HubSpot is in place and the reps do use it, but required fields vary by person and nobody owns hygiene: two reps worked the same account last month.
What good looks like One system of record the team trusts, with a named owner and a short list of mandatory fields.
Sales process & consistency
At risk
Stages exist in the CRM but aren’t defined or written down, so all four reps run a different motion. New reps ramp by shadowing, which takes roughly five months.
What good looks like Written stages with clear exit criteria that every rep follows, and a repeatable way to ramp a new hire.
Pipeline & forecasting
Critical
The forecast is assembled from rep judgement in a spreadsheet. It has missed by 20% or more for three consecutive quarters, and you can’t see where deals drop off.
What good looks like An agreed method and shared definitions landing within 10–15% of the number, with visible stage-by-stage conversion.
Tool stack
At risk
A sensible stack overall, but the outbound tool doesn’t sync activity back into HubSpot, so reporting on top-of-funnel effort is manual and partial.
What good looks like A deliberate stack where every tool is adopted, integrated and clearly earning its cost.
Marketing, sales & CS alignment
Healthy
The handoff itself works, but marketing and sales define a qualified lead differently, and no single person owns churn or expansion.
What good looks like One shared definition of a qualified lead, clean handoffs both ways, and a named owner for churn and expansion.
Priority actions
01
Define your deal stages and exit criteria
Root cause of the forecast misses. Until every rep advances a deal on the same evidence, no forecast built on it can be trusted.
First moveBlock 90 minutes with your two most senior reps and write the exit criteria for each stage.
Expected outcomeA forecast you can defend to the board within two quarters.
02
Agree one definition of a qualified lead
Marketing and sales measure different things, which inflates early-stage pipeline and hides where deals really drop off. Most forecast noise starts here.
First moveOne meeting with marketing to write the definition on a page, then load it into HubSpot.
Expected outcomeBoth teams working to the same number, and honest early-stage pipeline.
03
Give CRM hygiene one owner and three required fields
Stops the duplicate-account problem immediately, and makes the reporting behind actions 1 and 2 possible at all. An afternoon’s work.
First moveName the owner this week and make three fields mandatory on every deal in HubSpot.
Expected outcomeA pipeline that reflects reality, and reporting that’s possible at all.
Your quick win this week
Pick one owner for CRM data hygiene and agree three fields that are mandatory on every deal. It takes an afternoon, needs no budget or tooling, and it stops most of the data mess at source, including the duplicate accounts.
What it costs
Thirty minutes of your time.
Nothing else.
A practical conversation to understand your priorities and where the biggest gaps sit.
There is no fee, no commitment, and no obligation to work together afterwards. The scorecard is yours to keep and act on either way.
What we’ll cover
The questions are direct, and some of them will be uncomfortable. That is the point.
We’ll look at how complete, accurate, and usable your CRM data is, and whether it would stand up if a key rep walked out the door. Clean data is the foundation of a scalable revenue engine.
Good data creates opportunity. Messy data hides it.
We’ll map how deals actually move, not how the CRM says they do: where stages are defined, where reps improvise, and how long a new hire takes to run the motion unaided.
A written process outlives any individual.
We’ll look at where the forecast comes from, how far it has missed, and whether the pipeline behind it describes reality closely enough to plan against.
A forecast is only as good as its definitions.
We’ll go through what you pay for, what’s genuinely adopted, and what’s held together by manual work.
Every tool should earn its place.
We’ll look at the handovers between teams: how a qualified lead is defined on each side, what happens to leads nobody works, and who owns churn and expansion.
Revenue is one funnel, not three.
Is this for you?
The Health Check is designed for B2B companies that want a clearer view of what’s working, what’s not, and where to focus next.
B2B companies
Across stages – from early traction to established growth.
Suspects room for improvement
You know your revenue engine could work better.
Product-market fit established
You have a proven offer and are now focused on making the revenue engine work better.
A sales team is in place
Sales is no longer purely founder-led, and there is a team or process worth improving.
What the Health Check isn’t designed to cover
The Health Check is a 30-minute strategic conversation, not a deep-dive analysis. It does not include the following:
Access to your systems
We won’t be connecting to your tools or accounts.
Detailed data analysis
We don’t analyse your data or build new models.
Extensive documentation
You won’t receive a full report or implementation plan.
Implementation support
This is a strategic discussion, not a delivery engagement.
Need a deeper diagnosis?
That’s the Revenue Engine Audit.
Two minutes to book
Book your
Health Check
Pick a slot that works for you. You’ll get a calendar invite with a video link — there is nothing to prepare.
30 minutes
A focused conversation
No prep
Come as you are
Video call
Join from anywhere
Your time is valuable. This is a focused, no-pressure conversation.