Free Tool

RevOps Stack Audit

A self-guided audit across CRM, automation, and reporting — the same categories we check in every Build Phase.

CRM & Pipeline

Deal stages map to your actual sales processRequired fields are enforced at each stageDuplicate contacts/companies are regularly merged

Automation

New leads are routed automatically to the right ownerFollow-up reminders fire without manual trackingLifecycle stages update automatically, not by hand

Reporting

Pipeline dashboard reflects real-time CRM dataConversion by stage is tracked and reviewed monthlyReporting ties to revenue, not just activity volume

RevOps Health Score

0 of 9 checks passed

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HubSpot & RevOps

CRM and RevOps infrastructure built by the same team that runs pipeline reviews on it every month — not handed off after setup.

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