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RevOps 360° Audit

An expert RevOps 360 Audit for your business.

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AUDIT

RevOps 360° Audit

When you start on your RevOps journey, it’s important to build a strong foundation and a holistic plan based on data, tools, operations, and strategy. Learn how to harness the RevOps multiplier effect with a Go To Market Strategy that provides you with tools and knowledge to accelerate your growth and maturity.

Book Consultation

Deliverables

Deliverables

audit

Audit

You can't move forward until you know where you stand. Our comprehensive audit uncovers the current state of your marketing, sales, and service functions so we can start making an immediate impact without interrupting what's already working.

strategy

Strategy

Our RevOps Methodology will identify gaps and highlight improvements across 4 dimensions: Strategy and Planning; Tech Enablement; Data and Analytics; and Operations, Systems, and Processes.

roadmap

Roadmap

Once we know where you’ve been, we can help get you where you’re going, with a roadmap of strategic programs and tactical projects to supercharge and empower employees, create predictable growth, and ensure consistency across processes in future.

process

Process

Define Business Goals

We start the journey by getting to know your team and business, developing a project plan, and kick-off the project with a clear understanding of roles, responsibilities, and timelines.

define-business-goals

Conduct Interviews & Audits

We start the journey by getting to know your team and business, develop a project plan and kick-off the project with a clear understanding of roles, responsibilities, and timelines.

conduct-interviews

Analyze Current State

We start the journey by getting to know your team and business, develop a project plan and kick-off the project with a clear understanding of roles, responsibilities, and timelines.

analyze-current-state

Formulate RevOps Strategy

We start the journey by getting to know your team and business, develop a project plan and kick-off the project with a clear understanding of roles, responsibilities, and timelines.

revops-strategy

Identify RevOps Gaps

We start the journey by getting to know your team and business, develop a project plan and kick-off the project with a clear understanding of roles, responsibilities, and timelines.

identify-gaps

Create RevOps Roadmap

We start the journey by getting to know your team and business, develop a project plan and kick-off the project with a clear understanding of roles, responsibilities, and timelines.

create-roadmap

pricing

Pricing

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FAQ

Frequently Asked Question

01

What is RevOps

RevOps is a function that aligns all revenue-enhancing operations such as sales, marketing, revenue intelligence, and customer success operations under a unified team and strategy to work towards the same objectives and drive revenue.

02

What are the benefits of a RevOps 360 audit?

RevOps 360 Audit creates and improves operational efficiencies and alignment for all the teams in the organization which includes marketing, sales and customer service to deliver quality service and maintain a single source-of-truth for data to ensure that you get the most accurate, complete and valuable data for your business decision.

03

What exactly does the RevOps 360 audit include?

We will carry out a comprehensive audit  the state of your data, the coherence of your business processes,operational alignment of your teams and analysis of any gaps that need to be filled in order for RevOps to be successful.

HubSpot offers a number of plans which include different functionality in each of the CRM, sales, marketing and service tools. Here is a list of the common tools and resources we audit:

CRM: lists, workflows, sequences, forms, landing pages, files, templates
Sales Hub: custom objects, templates, sequences, tasks, emails, snippets, files
Marketing Hub: campaigns, forms, CTAs, emails, buyer personas, blogs
Service Hub: conversations, tickets, knowledge base, automation, feedback surveys

04

How much does a RevOps 360 Audit Cost?

The cost of the engagement is different for each client, depending on several factors such as annual revenues, size of the teams involved in RevOps, and the department and leadership structure. On average, the RevOps GTM can cost anywhere from $5,000 - $12,000.

 

05

How long does an Audit Take to Complete?

Audit completion is highly variable depending on the number of teams involved, the number of business processes, and how much research, interviews, and analysis our team would be involved. The more documented the processes, the less time it takes us to uncover the details and the shorter the engagement.

06

How does Learners.ai add business value with a RevOps 360 Audit?

Learners.ai HubSpot Solutions partner with a proven track record in various aspects of the HubSpot ecosystem and know how to get the most out of the platform to improve your company's overall performance.

We leverage the RevOps 360 audit to deliver a well-defined strategic roadmap and help companies structure their revenue organization to grow much faster, be manageable, and be mindful of their growth. Learners.ai will ensure that the technology stack and business processes are well structured and aligned to help businesses grow aggressively.

Client Testimonials

Learn from our
RevOps
Unite your sales, marketing, and customer success functions.

Financial services companies need to embrace the potential of RevOps (revenue operations) for streamlining their business and boosting profits. From “single source of truth” databases to personalization and AI, RevOps gives your revenue teams the tools and training they need to get the most from the entire customer lifecycle

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Sales Enablement
Make your sales team dramatically more efficient and effective.

“One size fits all” sales messaging simply isn’t good enough anymore. Financial services companies need to reevaluate the people, processes, and technologies of their sales team from top to bottom. Today’s financial services sales teams need a modern, streamlined approach to sales enablement.

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Data Driven Marketing
Get the most from your enterprise data with cutting-edge insights.

Eighty-three percent of financial services executives say that data is their firm’s most strategic asset. So how do you process and refine your raw data for smarter data-driven decision-making? To overcome challenges such as data silos and long sales cycles, marketing teams in financial services need the right people, processes, and technologies in place.

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Reimagining Customer Service
Find out how AI and machine learning can transform your business.

AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.

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Operations Hub
Learn how to deploy HubSpot’s CRM for your RevOps needs.

Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.

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Operations Hub Enterprise
Learn about HubSpot’s CRM platform for reimagining your customer data.

HubSpot’s Operations Hub software helps streamline and centralize your customer-facing data and processes. With the Operations Hub CRM, you can delight your clientele and turn them into happy customers for life.

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