Strategy & Execution perfectly in sync
Justas Malinauskas
CEO & Co-Founder @ Whatagraph
The comprehensive audit gave us the external perspective we needed to optimise our strategy and identify new growth opportunities.
If that sounds familiar, it might be time for a RevOps audit. But don’t worry—it’s not about dissecting every past decision. Instead, it’s about uncovering what’s holding your growth back and fine-tuning for success.
A RevOps audit isn’t about labeling things as right or wrong. It’s about understanding where your company stands today, setting a clear starting point, and mapping out the path forward.
Too often, teams become so busy with tasks and jobs that, at some point, they stop seeing the forest for the trees. From our experience, this situation often coincides with a slowdown in growth and difficulty reaching the next big milestone. That is the perfect time for an audit, which allows for a clear assessment.
A RevOps audit is essential when making data-driven decisions feels like a challenge. It helps you pinpoint the most critical gaps in your customer journey—especially those affecting revenue—and presents an actionable roadmap of steps to take.
So far, audits have delivered real ROI for our customers by showing them how to sharpen forecast accuracy, reduce manual tasks for GTM teams, make smarter data-driven decisions, and tackle revenue-impacting issues head-on.
4 RevOps Audit steps to analyse your revenue flow end to end
Too often teams become so busy with tasks and jobs to be done that at some point they stop seeing forest for the trees. From our experience, this situation often coincides with slow down in growth and getting to the next big mileston. That is the perfect time for an Audit which allows to look into
Strategy Assessment
Capture the view of the leadership team
Complement it with front-line workers input
Tailored industry research
Big picture: Are you aligned on what is important?
Process Review
Understand and map the revenue process
Review internal documentation
Social selling assessment
Big picture: Are you processes supporting your strategy?
GTM Tech Stack Assessment
Review tech and technology adoption
Determine GTM AI maturity
Prepare a tooling map
Big picture: Is your tech supporting the processes?
Data Hygiene & Health Check
Review data quality and governance
Identify gaps in reporting
Highlight opportunities in data
Big picture: Is data in good shape to drive key decisions?
Audit Results & Roadmap
After RevOps Audit is complete, we deliver a 2-hour presentation of the key findings, insights and observations of your revenue flows to all involved stakeholders. Additionally, we provide you with a RevOps roadmap and support your teams in prioritizing the roadmap since there are often quick wins that can made for quick impact
Detailed presentation of the key findings
Thorough overview of all identified problems
Roadmap with proposed solutions, timeframes, and estimated workload
Indication of quick wins & prioritization
Execution
After the audit, you can decide if you want to move to the execution mode and work with us to execute on the roadmap or take it to your team.