Services
RevOps
Revenue Operations Audit
Comprehensive audit of your revenue operations to identify gaps, inefficiencies, and quick wins across the full funnel.
Foundation
The companies we work with before a RevOps audit usually know there's a problem. Revenue is underperforming relative to pipeline. Metrics tell different stories depending on who pulls the report. The three revenue teams each think the problem belongs somewhere else. What they don't have is a cross-functional view that shows the full picture. The audit produces that view: 30 to 50 specific findings, each quantified in dollar impact, drawn from data that none of the individual teams were looking at together.
Revenue leaks rarely announce themselves. A company can have strong top-of-funnel, a capable sales team, and a product that customers like, and still underperform its revenue potential by 20-30% because of structural problems that none of the three teams can see from their position. The leak is in the handoffs, the data gaps, the process inconsistencies, and the analytical blind spots that accumulate when three separate teams are each managing their piece of the revenue motion without anyone looking at the full picture.
The audit exists because most mid-market companies don't have a full-time function dedicated to looking at the complete revenue system. They have a sales ops person, a marketing ops person, and maybe a CS ops person, each focused on their domain. Nobody owns the cross-functional view.
What we do
We extract data across your full revenue system, from first marketing touch through customer renewal, and analyze it through frameworks built for finding the patterns that individual team views miss. That means funnel conversion analysis, velocity benchmarking, handoff quality assessment, forecast accuracy review, and data quality audit, all connected.
The output isn't a list of recommendations. It's 30-50 discrete findings, each quantified in dollar impact, with root causes and specific next steps.
For context on what this type of analysis typically surfaces, read the 73% of CRM data most RevOps teams never analyze.
Deliverable
A full revenue operations audit report with findings ranked by revenue impact, root cause analysis for each finding, and a prioritized action plan. Delivered as a working document your team can execute against, not a slide deck.
Outcome
A clear view of where your revenue is leaking and what it costs. A prioritized set of fixes you can execute over the next 90 days. And a baseline to measure improvement against, so future quarters show whether the work is moving the numbers.
How Fendrix Recovered $1.2M in Stalled Pipeline and Closed $400K Within 60 Days — recovered $1.2M in stalled pipeline and closed $400K within 60 days.
See how it worked in practice: Bridgepoint built revenue visibility across 6 portfolio companies.
Best Fit
For companies with 50-500 employees, a full revenue motion across marketing, sales, and CS, and a CRM with at least 12 months of data. The audit works best when revenue leaders are genuinely uncertain about where the biggest opportunities are and want data-backed answers rather than confirmation of existing hypotheses.