You Qualify ✓

You meet our 15% minimum impact threshold; we can help you significantly.

Your Assessment Breakdown

Our scoring model evaluates 6 key competency areas that directly drive revenue impact. Each area is backed by industry research and data.

Speed-to-Response

How quickly you respond to inbound inquiries

8-20% Revenue Impact

Source: Hubspot Sales Benchmark Report: Each hour delay reduces conversion 8-12%; 24hr response = ~25% conversion loss

Lead Qualification

Accuracy of identifying qualified prospects

5-15% Revenue Impact

Source: McKinsey Sales Effectiveness Research: Proper qualification improves funnel conversion 15-25%

Discovery Quality

Depth and effectiveness of discovery calls

5-12% Revenue Impact

Source: Industry benchmarks: Fixing discovery quality improves conversion 10-18%

Proposal Effectiveness

Proposal close rate and presentation quality

4-12% Revenue Impact

Source: Industry benchmarks: Process/automation improvement on proposals = 8-15% conversion lift

Pipeline Velocity

Deal progression speed through sales cycle

6-18% Revenue Impact

Source: Forrester Sales Operations Research: Sales cycle efficiency directly impacts deal velocity and close rates

Financial Visibility

CAC tracking and ROI measurement by channel

3-8% Revenue Impact

Source: Harvard Business Review: Clear financial metrics enable better budget allocation and 5-8% efficiency gains

How Your Score is Calculated

  1. 1.We evaluate your answers across 10 best practice questions covering these 6 competency areas
  2. 2.Each question maps to proven impact ranges based on industry research and your current performance level
  3. 3.We identify bottlenecks (areas where you're underperforming relative to benchmarks)
  4. 4.We calculate your total revenue opportunity by compounding the impact of fixing these bottlenecks (accounting for diminishing returns)
  5. 5.Your archetype (Starter, Builder, Pro, Elite) is determined by your total revenue opportunity and current operational maturity

Data Quality Note:

Your accuracy scores are based on how specific and measurable your answers were. Answers like "not tracked" or "not sure" indicate areas where better measurement would help refine our impact predictions.

Speed Gaps Identified

Strong Impact Opportunity: 15-20% Revenue Lift

You have strong fundamentals, now optimize for scale.

Your 90-Day Action Plan

Optimize & Scale

Refine Your Funnel

You have data now. Use it. Identify your highest-converting sources and double down. Cut channels with poor ROI. Run controlled experiments to improve conversion at each funnel stage.

Action: Audit your funnel and identify the biggest drop-off points.
Automate Repetitive Work

Implement Lead Scoring and Nurture

Stop manual lead qualification. Implement automated lead scoring based on behavior and fit. Set up nurture sequences for leads not yet ready to buy.

Action: Define your lead scoring criteria and set up automation.
Measurement Maturity

Move Beyond Vanity Metrics

Shift focus from traffic and leads to revenue metrics. Track pipeline velocity, win rates, and LTV:CAC ratio. Build dashboards that connect marketing activity to revenue outcomes.

Action: Create a revenue dashboard tracking 5-7 key metrics.

Recommended Next Steps

  • Request a custom funnel audit to identify GTM optimization opportunities
  • Download our Builder Playbook with advanced RevOps tactics and frameworks
  • Explore our Scale Residency designed for scaling growth teams

Why 15%?

We only work with businesses where we can deliver 15%+ revenue impact. In cases where revenue opportunity is 12-15%, significant time savings (15+ hours/week) can also qualify. Here's why:

  • 1.Our business model depends on referrals. When we deliver massive value, you naturally recommend us to peers. We need to earn it.
  • 2.Time is our most valuable resource. We invest 2 weeks to 3 months embedded in your business. We can only afford that commitment if we know we'll create outsized impact.
  • 3.15% is the minimum bar for a strategic engagement. Below that, you're better served by templates, frameworks, or tool implementations. We exist for bigger wins.

Frequently Asked Questions

How do I know what to optimize first?

Look for the largest gaps in your funnel. If you have strong top-of-funnel traffic but poor lead quality, focus on targeting and qualification. If leads are good but conversion is weak, optimize your sales process, playbooks, and enablement materials.

Should I invest in more tools or more people?

At the Builder stage, process often matters more than either. Optimize your existing stack before adding new tools. Consider fractional RevOps help or consulting to implement best practices before hiring full-time.

How long before I see results from optimization?

Most optimization efforts show measurable improvement within 60-90 days. Quick wins (better targeting, improved CTAs, AI inbound) can deliver results in weeks. Systemic changes (lead scoring, attribution, CRM workflows) take 2-3 months to stabilize.