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RevOps Maturity Assessment by
Impactgain.agency
for B2B SaaS
I'd love to get to know you and your challenges better, so I can double down on finding the best way to help you. This will only take
7 minutes
of your time!
During this revenue operations assessment you'll be answering questions about how your revenue teams operate.
What You'll Discover
- Your current RevOps maturity level across 6 key dimensions
- Specific gaps holding back your revenue growth
- Actionable recommendations for your next steps
- Benchmark against industry leaders
Assessment Instructions
- Answer each question honestly based on your current state
- Select the option that best describes your organization
- Don't overthink - go with your first instinct
- Complete all sections for accurate scoring
I'm happy to help you in any way I can so please, write me to
[email protected]
and don't hold back with the questions.
First something about you
What is your name?
*
What is your email address?
*
What is your phone number?
*
First something about you
SECTION 1: Data & Analytics Foundation
How would you describe your current data situation?
How would you describe your current data situation?
*
How would you describe your current data situation?
Chaotic (Data scattered across multiple systems. Frequent data quality issues. Manual data entry and transfers. No single source of truth)
Disconnected (Some systems integrated. Regular data cleanup required. Basic reporting available. Multiple data sources conflict or duplicate records)
Connected (Most systems integrated. Automated data quality checks. Generally reliable reporting. Clear data governance)
Unified (Single source of truth established. Real-time data synchronization. Proactive data quality monitoring. Self-service analytics available)
How comprehensive is your revenue reporting?
*
How comprehensive is your revenue reporting?
Basic (Monthly revenue summaries only. Limited pipeline visibility. Reactive reporting when issues arise. Excel-based manual reports)
Standard (Weekly pipeline reviews. Basic funnel metrics tracked. Some automated reporting. Department-level insights)
Advanced (Daily revenue dashboards. Multi-touch attribution tracking. Predictive revenue forecasting. Real-time performance alerts)
Predictive (AI-powered revenue intelligence. Leading indicator analysis. Scenario planning capabilities. Automated anomaly detection)
How well do you track the complete customer journey?
*
How well do you track the complete customer journey?
Fragmented (Limited visibility into customer interactions. Touchpoints tracked in isolation. No journey mapping. Reactive customer insights)
Partial (Some touchpoints tracked. Basic customer journey understanding. Department-specific views. Quarterly journey analysis)
Comprehensive (End-to-end journey tracking. Multi-channel attribution. Behavioral segmentation. Customer health scoring)
Intelligent (AI-driven journey optimization. Predictive customer behavior models. Real-time personalization. Proactive intervention triggers)
SECTION 2: Process Standardization
How standardized is your lead management process?
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How standardized is your lead management process?
Inconsistent (No formal lead qualification process. Ad hoc lead assignment. Manual lead scoring. High lead leakage)
Basic (Simple lead qualification criteria. Basic lead routing rules. Some lead scoring in place. Periodic lead audits)
Systematic (Standardized qualification framework. Automated lead routing. Dynamic lead scoring. Regular process optimization)
Optimized (AI-powered lead qualification. Intelligent lead routing. Predictive lead scoring. Continuous process learning)
How consistent is your sales process across the team?
*
How consistent is your sales process across the team?
Variable (Each rep follows their own process. No standardized sales stages. Inconsistent opportunity management. Ad hoc deal reviews)
Documented (Written sales process exists. Basic stage definitions. Some process adherence. Monthly deal reviews)
Enforced (Consistent process adoption. Clear stage exit criteria. Regular process coaching. Weekly pipeline reviews)
Adaptive (Dynamic process optimization. AI-guided next best actions. Personalized sales plays. Real-time coaching insights)
How structured is your customer success operation?
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How structured is your customer success operation?
Reactive (Customer issues handled reactively. No formal onboarding process. Limited expansion activities. High churn rates)
Structured (Basic onboarding checklist. Scheduled check-ins. Some expansion tracking. Quarterly business reviews)
Proactive (Comprehensive onboarding program. Health score monitoring. Systematic expansion planning. Predictive churn prevention)
Strategic (AI-driven customer success. Predictive lifecycle management. Automated expansion identification. Strategic account planning)
SECTION 3: Technology Stack Optimization
How well integrated is your revenue technology stack?
*
How well integrated is your revenue technology stack?
Siloed (Standalone systems with no integration. Manual data transfer between tools. Duplicate data entry required. Poor user experience)
Connected (Basic integrations in place. Some automated data flow. Occasional sync issues. Moderate user efficiency)
Integrated (Comprehensive integration platform. Real-time data synchronization. Unified user experience. High system reliability)
Intelligent (AI-powered integration intelligence. Predictive data orchestration. Autonomous system optimization. Seamless user workflows)
What percentage of your revenue processes are automated?
*
What percentage of your revenue processes are automated?
Manual (Less than 25% automated. Heavy reliance on manual tasks. Frequent human errors. Time-intensive processes)
Partial (25-50% automated. Basic workflow automation. Some error reduction. Improved efficiency)
Substantial (50-75% automated. Advanced workflow orchestration. Significant error reduction. High process efficiency)
Comprehensive (Over 75% automated. AI-driven process optimization. Minimal human intervention. Self-improving workflows)
How sophisticated are your revenue analytics capabilities?
*
How sophisticated are your revenue analytics capabilities?
Basic (Standard reporting only. Historical data analysis. Manual report generation. Limited insights)
Enhanced (Some advanced analytics. Trend analysis capabilities. Scheduled automated reports. Actionable insights)
Advanced (Predictive analytics models. Real-time dashboards. Self-service analytics. Data-driven decisions)
AI-Powered (Machine learning models. Prescriptive analytics. Autonomous insights generation. Intelligent recommendations)
SECTION 4: Team Alignment & Collaboration
How well do your sales and marketing teams work together?
*
How well do your sales and marketing teams work together?
Disconnected (Separate goals and metrics. Poor communication. Frequent finger-pointing. Misaligned messaging)
Coordinated (Some shared objectives. Regular communication. Basic lead handoff process. Occasional joint activities)
Aligned (Shared revenue goals. Integrated planning process. Smooth lead transitions. Joint account strategies)
Unified (Single revenue organization. Unified metrics and goals. Seamless collaboration. Joint success accountability)
How visible are revenue activities across departments?
*
How visible are revenue activities across departments?
Limited (Department-specific reporting. Minimal cross-team visibility. Reactive communication. Siloed decision making)
Partial (Some shared dashboards. Monthly cross-team updates. Basic collaboration tools. Coordinated major decisions)
Comprehensive (Organization-wide visibility. Real-time activity sharing. Collaborative planning. Transparent decision making)
Intelligent (AI-powered insights sharing. Predictive cross-team alerts. Autonomous collaboration. Unified intelligence platform)
How mature is your Revenue Operations function?
*
How mature is your Revenue Operations function?
Non-existent (No dedicated RevOps role. Operations scattered across teams. Reactive problem solving. Limited strategic planning)
Emerging (Part-time RevOps focus. Basic process documentation. Some strategic initiatives. Cross-functional coordination)
Established (Dedicated RevOps team. Strategic revenue planning. Process optimization focus. Executive-level reporting)
Strategic (RevOps as revenue driver. Predictive revenue science. Continuous optimization. Board-level influence)
SECTION 5: Performance Management
How accurate are your revenue forecasts?
*
How accurate are your revenue forecasts?
Unreliable (Less than 70% accuracy. Gut-feel based forecasting. Frequent surprises. Limited historical data)
Moderate (70-80% accuracy. Basic statistical models. Some historical analysis. Quarterly adjustments)
Good (80-90% accuracy. Advanced forecasting models. Multiple scenario planning. Monthly refinements)
Excellent (Over 90% accuracy. AI-powered predictions. Real-time adjustments. Confidence intervals)
How do you identify and address performance gaps?
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How do you identify and address performance gaps?
Reactive (Issues identified after problems occur. Ad hoc performance reviews. Limited root cause analysis. Inconsistent improvements)
Periodic (Monthly performance reviews. Basic trend analysis. Some process improvements. Team-based optimization)
Proactive (Real-time performance monitoring. Predictive issue identification. Systematic improvement process. Individual coaching programs)
Predictive (AI-driven performance optimization. Automated coaching recommendations. Continuous learning systems. Personalized improvement plans)
How well do you attribute revenue to specific activities?
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How well do you attribute revenue to specific activities?
Basic (Last-touch attribution only. Limited channel visibility. Campaign ROI unclear. Gut-feel investment decisions)
Multi-Touch (Basic multi-touch attribution. Channel performance tracking. Some campaign analysis. Data-informed decisions)
Advanced (Sophisticated attribution models. Comprehensive channel analysis. ROI optimization. Evidence-based investments)
AI-Powered (Machine learning attribution. Predictive channel optimization. Real-time ROI analysis. Autonomous budget allocation)
SECTION 6: Strategic Revenue Intelligence
How well do you understand your market and competition?
*
How well do you understand your market and competition?
Limited (Basic competitive awareness. Reactive market analysis. Anecdotal insights. Infrequent reviews)
Periodic (Quarterly market analysis. Basic competitive tracking. Some win/loss analysis. Annual planning input)
Continuous (Real-time market monitoring. Systematic competitive intelligence. Regular win/loss insights. Strategic planning integration)
Predictive (AI-powered market intelligence. Predictive competitive analysis. Automated insight generation. Strategic advantage identification)
How deep is your understanding of customer behavior and needs?
*
How deep is your understanding of customer behavior and needs?
Surface (Basic demographic data. Limited behavior tracking. Reactive feedback collection. Anecdotal insights)
Developing (Some behavioral analytics. Regular customer surveys. Basic segmentation. Quarterly reviews)
Comprehensive (Advanced behavioral modeling. Predictive customer analytics. Dynamic segmentation. Continuous insights)
Intelligent (AI-driven customer intelligence. Predictive behavior models. Real-time personalization. Autonomous optimization)
How data-driven is your revenue strategy development?
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How data-driven is your revenue strategy development?
Intuition-Based (Strategy based on experience. Limited data analysis. Annual planning only. Reactive adjustments)
Data-Informed (Some data analysis included. Quarterly strategy reviews. Basic performance tracking. Structured planning process)
Data-Driven (Comprehensive data analysis. Continuous strategy optimization. Performance-based adjustments. Predictive planning)
AI-Optimized (Machine learning strategy optimization. Real-time strategy adjustments. Autonomous recommendation systems. Predictive scenario modeling)
Section 7: Tools
What tools do your team or other teams use within your company for the following purposes?
CRM & Sales:
*
CRM & Sales:
Monday.com
Notion
No CRM
Hubspot
Salesforce
Pipedrive
Airtable
Other
Marketing Automation:
*
Marketing Automation:
Klaviyo
Customer.io
Pardot
Hubspot
Marketo
Other
Sales Engagement:
Sales Engagement:
Apollo
SalesLoft
Aircall
Mixmax
Outreach
Other
Data & Analytics:
*
Data & Analytics:
Mixpanel
Excel/Google sheets
PowerBI
Amplitude
Tableau
Looker
Other
Automations
Automations
Make.com
n8n
Nothing
Zapier
Other
Revenue intelligence
Revenue intelligence
Revenue.io
Chorus
Gong
ChartMogul
Other
What is your ARR?
What is your ARR?
< 1M $ ARR
> 1M $ & < 5M $
> 5M $ & < 20M $
> 20M $
Company size:
Company size:
<10
10 - 50
50 - 200
200+
Thanks for patiently answering all the questions. You'll receive the results on your inbox!
Want to hang out with me? You can
book a free 30-min slot
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