Are your teams aligned around shared revenue goals?

Where are the gaps in your lead or customer handoff processes?

Can you clearly map the full customer journey?

Are sales, marketing, and customer success teams collaborating regularly?

Do all departments use shared KPIs?

Is there accountability tied to revenue goals across teams?

Is your CRM clean, deduplicated, and consistently updated?

Are automation rules in place for scoring, routing, and follow-up?

Can your CRM support accurate forecasting and pipeline reporting?

Do you have clear MQL and SQL definitions?

Are your lifecycle stages and handoffs automated?

Are lost deals and conversion metrics regularly reviewed?

Are all tools in your stack integrated and working efficiently?

Are there tasks that should be automated but aren’t?

Are you paying for tools you’re not fully using?

Do you track CAC, LTV, GRR, and NRR on live dashboards?

Are your attribution models reliable and complete?

Can your team make fast, data-informed decisions?

Is your CS team looped into pre-sale or onboarding?

Do you measure and act on health scores or CSAT/NPS?

Are upsell strategies coordinated with sales and marketing?

Do you conduct regular RevOps audits and optimizations?

Are feedback loops embedded across teams?

Are RevOps workflows and learnings well documented?