The Revenue Stack Assessment is a 60-minute working session — not a sales call. We map your current GTM tech stack, find where pipeline velocity is breaking down, and tell you exactly what we'd fix first. You'll leave with a written diagnostic whether we work together or not.
Four diagnostic modules. One focused session. Everything you need to understand exactly where your revenue infrastructure is costing you pipeline — and what to fix first.
Book the Assessment →Available to Sales & Marketing leadership at B2B companies in active growth phase. Conducted remotely via Google Meet. No pitch decks.
We map every tool in your GTM tech stack and trace exactly where data is being lost or disconnected between platforms — and what it's costing you in lead velocity and marketing attribution accuracy. Most teams are surprised by what we find in 20 minutes.
We evaluate how your pipeline reporting actually works today — what's manual, what's unreliable, where confidence breaks down — and identify the two or three RevOps engineering changes that would make your forecasting trustworthy without adding more work for your team.
We identify the top five revenue-impacting workflows your team is still running by hand — lead routing, follow-up sequences, CRM hygiene, pipeline reporting — and scope what it would realistically take to automate each one. Time saved. Revenue impact. Priority order.
We evaluate whether your current data infrastructure is clean and structured enough to support generative AI tools like Claude and Gemini. If it is, we tell you what to build next. If it isn't, we tell you exactly what needs to happen first — and how long it actually takes.
What you walk away with — regardless of next steps A written summary of your top three revenue-impacting infrastructure gaps, a plain-English explanation of what's technically causing each one, and a prioritized RevOps engineering action plan with realistic timelines. No pressure, no obligation — just an honest read from engineers who've seen this before.