Checklist · free

RevOps Readiness Check

New: The check is now also available as an interactive online test with a personal evaluation.

How ready is your company for predictable, measurable revenue? RevOps isn't just about marketing: it spans marketing, sales, service and CRM together. In 12 questions you assess where your revenue engine stands, including concrete next steps for each area.

What's inside:

  • 12 questions on CRM, data, processes and alignment
  • A self-assessment with a clear maturity level
  • Concrete next steps depending on your result
  • The most common gaps between marketing and sales

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Who the check is for

The check is for managing directors and marketing and sales leads at B2B companies that use or plan to introduce a CRM such as HubSpot and want to know where their processes and data stand. It needs no prior knowledge and takes about five minutes.

How to use it

Answer the twelve questions together if you can: marketing, sales and whoever maintains the CRM. Different answers often show the gap better than the overall result. For implementation, see our approach under HubSpot & CRM automation.