RevOps Audit
Revenue Operations Diagnostic

Your RevOps Audit Starts Here

Complete this 8-section audit before your discovery call. It takes 8–12 minutes and gives Hassan a full operational picture of your revenue engine — so your call is diagnostic, not generic.

39
Questions
8
Sections
10 min
Avg. Time
30
Max Score
Section 1 — About You Step 1 of 8
1
Section 1 of 8
About You
Contact info, company profile, and ICP qualification signals. This section auto-populates your CRM Lead record.
Q1
Please enter your first name.
Q2
Please enter your last name.
Q3
Please enter a valid business email.
Q4
Q5
Please enter your company name.
Q7
Q6
Please select your role.
Q8
Please select your industry.
Q9
Please select your headcount.
Q10
Please select a revenue range.
2
Section 2 of 8
Revenue Engine
Reveals how the company makes money, deal economics, and whether they have a structured sales motion. Critical for proposal sizing.
Q11
Q12
Q13
Q14
Q15
3
Section 3 of 8
Pipeline & Forecasting
Diagnoses pipeline visibility gaps, CRM health, and forecasting reliability. Directly shapes the RevOps solution scope.
Q16
Q17
Q18
Q19
Q20Biggest Pipeline Challenges (select all that apply)
4
Section 4 of 8
Go-To-Market
Reveals acquisition channels, ICP clarity, and outbound maturity. Informs GTM design and messaging work.
Q21How most new clients find you (select all that apply)
Q22
Q23Current Outbound Motion (select all that apply)
Q24
5
Section 5 of 8
Tech Stack & Data
Maps the revenue tech ecosystem and data quality. Determines integration complexity and implementation path.
Q25
Q26Other Revenue Tools Used (select all that apply)
Q27
6
Section 6 of 8
Team & Operations
Reveals organizational readiness for RevOps implementation. Shapes change management and adoption strategy.
Q28
Q29
Q30
7
Section 7 of 8
Challenges & Goals
Open-ended qualification. The single most important section — reveals pain depth, previous attempts, and goal clarity. Take your time here.
Q31

Be specific — what is broken, slowing you down, or costing you revenue?

Please describe your #1 revenue challenge.
Q32

Tell us about tools, consultants, or processes you've tested and what happened.

Q33

Give us a specific, measurable outcome you'd consider a win.

Q34
Please select your urgency level.
8
Section 8 of 8 — Final Step
Engagement Context
Establishes budget posture, decision authority, and preferred path forward. Determines how quickly we can move together.
Q35
Please select your budget status.
Q36
Please select your decision structure.
Q37Preferred Engagement Type (select all that apply)
Q38

Optional — but very revealing for personalizing your experience.

Q39

Optional — constraints, sensitivities, or context that would help us prepare.

🔒 Your information is confidential. Audit responses are used only to prepare Hassan Wilson for your discovery call. They are stored in Provecta Group's CRM and never shared with third parties.

Audit Received

You're in the System

Thank you for completing the Provecta Group RevOps Audit. Hassan will review your responses and reach out within 24–48 hours to confirm your discovery call time.

What happens next
1
Hassan reviews your audit — your responses are scored against the RevOps ICP framework to identify priority gaps.
2
You'll receive a confirmation email within 24–48 hours with your discovery call options.
3
Your 30-minute call is diagnostic — Hassan will walk you through your 3 highest-priority revenue gaps and how to address them.
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