Revenue Process Mapping
Your entire lead-to-cash journey documented step by step. From marketing's first touch through sales, onboarding, service, and renewal.
- Marketing to sales handoff
- Sales to operations
- Service to renewal
Revenue doesn't leak in one place. It leaks everywhere. A comprehensive audit that maps your entire revenue process, identifies where you're losing money, and gives you a prioritised plan to fix it.
Most companies know there's friction. Few can see exactly where it is.
Marketing generates leads. Sales works them. Service handles complaints. But no one can see the whole picture or where things break down.
A visual map of your entire revenue process from first touch to renewal, with friction points highlighted and quantified.
You know you're losing deals somewhere in the process. You can feel the friction. But you can't quantify it or pinpoint exactly where.
Specific points where revenue is lost, with estimated annual impact. Not guesses. Data-backed findings you can present to the board.
CRM, marketing automation, billing, support tools. They're supposed to work together, but data gets stuck and processes break.
Documentation of every system in your revenue stack, how data flows between them, and where the gaps create blind spots.
Leadership wants a plan. But with so many problems competing for attention, it's hard to know where to start.
A prioritised 90-day plan ranked by impact and effort. What to fix first, what can wait, and what requires investment.
Marketing generates leads. Sales works them. Service handles complaints. But no one can see the whole picture or where things break down.
A visual map of your entire revenue process from first touch to renewal, with friction points highlighted and quantified.
You know you're losing deals somewhere in the process. You can feel the friction. But you can't quantify it or pinpoint exactly where.
Specific points where revenue is lost, with estimated annual impact. Not guesses. Data-backed findings you can present to the board.
CRM, marketing automation, billing, support tools. They're supposed to work together, but data gets stuck and processes break.
Documentation of every system in your revenue stack, how data flows between them, and where the gaps create blind spots.
Leadership wants a plan. But with so many problems competing for attention, it's hard to know where to start.
A prioritised 90-day plan ranked by impact and effort. What to fix first, what can wait, and what requires investment.
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A comprehensive analysis of your revenue operations. Not a surface-level review, but a deep dive into how your business actually generates and retains revenue.
Your entire lead-to-cash journey documented step by step. From marketing's first touch through sales, onboarding, service, and renewal.
A complete map of your revenue technology stack. What systems you have, how data flows between them, and where the gaps are.
Where you're losing revenue due to process failures, data issues, or system limitations. Each leak quantified with estimated annual impact.
Where deals stall, where handoffs fail, where time gets wasted. The friction points that slow your revenue engine.
Actions ranked by impact and effort. What to tackle in the first 30 days, the next 60, and beyond. A roadmap your team can execute.
A concise summary for your board or leadership team. The key findings, the business impact, and the recommended path forward.
Two weeks of structured analysis. Minimal disruption to your team. Maximum clarity for your leadership.
Half-day session with your revenue leadership team. We map the current state, identify key stakeholders, and scope the analysis.
Interviews with key stakeholders across marketing, sales, operations, and service. System audits. Data analysis. Process observation.
Your Revenue Architecture Blueprint: process maps, system documentation, leakage report, and 90-day improvement plan.
90-minute presentation to your leadership team. We walk through the findings, answer questions, and discuss implementation priorities.
For companies with a focused revenue challenge who need clarity on a specific part of their operation.
The full Revenue Architecture Blueprint. End-to-end analysis with board-ready deliverables.
For complex organisations or those preparing for significant transformation. Deep analysis with implementation planning.
The Blueprint gives you clarity and options. Here's what typically happens next.
Take the Blueprint and 90-day plan to your team. The recommendations are specific enough to execute internally.
Hand the improvement plan to us. Our Managed RevOps team works through the fixes systematically, with monthly progress reviews.
Sometimes the Blueprint reveals the need for deeper work: CRM reimplementation, integration rebuilds, or data infrastructure projects.
Typically 4-6 hours across the two weeks. A half-day kick-off workshop, individual stakeholder interviews (30-45 minutes each), and the final presentation. We do the heavy lifting.
Two weeks from kick-off to Blueprint delivery. The executive presentation is scheduled within a few days of delivery. Enterprise tier includes priority scheduling if you need faster turnaround.
No. We're system-agnostic. While we're a HubSpot Diamond Partner, the Blueprint methodology works regardless of your tech stack: Salesforce, Dynamics, HubSpot, or any combination.
Focused is right if you have a specific pain point (e.g., lead handoff problems) and want targeted analysis. Standard is right for most mid-market companies who want the full picture. Enterprise is right if you have complex operations, multiple business units, or are preparing for significant investment.
That's why the 90-day plan is prioritised by impact and effort. You don't have to fix everything at once. The Blueprint shows you where to start to get the biggest return with the resources you have.
Each business unit adds complexity. For multi-unit organisations, we recommend the Enterprise tier, which includes multi-business-unit analysis. Contact us to discuss if you have more than three distinct revenue operations.
No. Our pricing is fixed and transparent. This protects both of us: you know exactly what you're paying, and we can deliver without cutting corners. If the investment doesn't make sense now, the service will still be here when it does.
If you proceed to a Managed RevOps retainer or implementation project within 60 days, we'll credit the Blueprint fee against your first invoice. This doesn't apply to the Focused tier.
This isn't a generic process audit. It's a methodology developed by practitioners who've fixed revenue operations across hundreds of mid-market companies.
We've seen the patterns. We know where revenue typically leaks. And we know what actually works to fix it.
Top 4% of HubSpot partners worldwide
Certified for complex systems integrations
Real experience fixing revenue operations