Service
Revenue Architecture Assessment
A comprehensive, 14-point diagnostic of your revenue operations through an AI-readiness lens—covering pipeline health, forecasting, CRM integrity, GTM alignment, and AI opportunity mapping.
The Problem
You feel the friction. But you don't know the first domino.
Forecast misses. Deals slip without explanation. AI is live but nobody trusts the outputs.
When you're scaling, the real cost isn't "messy ops." It's slow decisions and expensive growth.
You need clarity on:
- What's actually broken in your revenue architecture
- Where AI can drive real value versus where it's just adding noise
- What to redesign first, and what the transformation sequence looks like
The Solution
A diagnostic built to drive architectural decisions
In 2–3 weeks, we assess your revenue engine end-to-end through an AI-readiness lens and deliver a roadmap ranked by impact vs. effort.
Key Areas
Key audit areas
1
Pipeline Health Audit
- Stage definitions and exit criteria
- Conversion rates, velocity, and bottlenecks
- Deal aging, slippage, and pipeline inflation
- Win/loss and leakage patterns
2
Forecasting Audit
- Current methodology and inspection cadence
- Historical accuracy and bias analysis
- Gaps between commit and close
- Recommendations for AI-enhanced forecasting
3
CRM + Data Quality Audit
- Field and lifecycle design
- Hygiene, completeness, duplicates, and governance
- Workflow health and automation effectiveness
- Reporting accuracy and integration integrity
4
GTM Alignment Audit
- Lead qualification and handoffs
- Sales/Marketing SLA and attribution reality check
- CS inputs that improve expansion and retention
- KPI alignment across teams
5
AI Readiness + Opportunity Mapping
- Current AI deployment and effectiveness assessment
- Architecture readiness for AI-native systems
- Highest-value AI opportunities
- Quick wins versus foundational redesigns
- Stack rationalization opportunities
6
Customer Success + Retention
- Onboarding efficiency and time-to-value
- Churn signals and early warning system readiness
- Expansion revenue and upsell triggers
- Customer health scoring maturity and NRR optimization
Deliverables
What you walk away with
- Executive Summary. Leadership and investor-ready overview of findings.
- Detailed Findings. Prioritized issues and root causes across all six audit dimensions.
- AI Opportunity Map. Where AI can drive the most value, ranked by impact and feasibility.
- 90-Day Transformation Roadmap. Sequenced priorities, owners, effort estimates.
- 60-Minute Walkthrough. Live presentation of findings, Q&A, and recommended next steps.
Timeline
Two to three weeks. Minimal disruption.
1
Week 1: Discovery + Data
- • Kickoff, access, and stakeholder interviews
- • Data extraction and baseline analysis
- • AI tool and integration audit
2
Week 2–3: Analysis + Roadmap
- • Findings synthesis and prioritization
- • AI opportunity mapping
- • Deliverables and walkthrough
Pricing
Investment
Assessments range from
$5,000–$7,500
(fixed fee), scoped to tool complexity and team size.
Book a Discovery CallGet clarity. Then build what matters.
The fastest path forward is knowing exactly where the architecture is broken and what to build first.