Description

In the age of connected customer journeys, Revenue Operations (RevOps) is no longer optional—it’s a critical driver of sustainable growth. The Revenue Operations Assessment is a strategic diagnostic tool designed to help marketing, sales, and customer success teams evaluate the processes, platforms, and partnerships that fuel revenue performance. With 31 questions across eight categories, this editable Word document reveals where your RevOps engine thrives—and where it may be leaking revenue.

Whether you’re building a RevOps function from scratch, preparing for rapid scale, or aligning go-to-market tasks under a single strategy, this assessment provides the insight needed to improve process efficiency, enable cross-functional alignment, and unlock data-driven decision-making.

Ideal for RevOps leaders, CMOs, CROs, and consultants, this tool enables self-assessment, team workshops, and leadership reporting. It helps teams prioritize improvements—whether it’s refining lifecycle definitions, cleaning up CRM data, or launching a unified forecasting process. With this assessment, you’ll move from operational chaos to orchestrated growth.

Paid members can download this Assessment and nearly 50 other Marketing Assessments. Please join us and level up your marketing game.