The DRIVE Diagnostic
Understand what's actually broken before you spend money fixing the wrong thing.
Why This Matters
Revenue operations breaks in predictable ways. Processes get bent to accommodate whoever's sitting in the chair. Fields accumulate without anyone inspecting whether they're driving accountability or just collecting dust. Systems get siloed when they could be consolidated, or new tools get purchased to solve problems that already had a home. Automations and validation rules stack on top of each other until every change request feels like a game of Jenga, and nothing moves because nobody wants to be the one who breaks it.
Before you rebuild anything, you need to understand what's actually happening. Not what the documentation says. Not what each team thinks should happen. The real process, traced end to end, with the variance between teams laid bare.
That's what this engagement delivers.
What We Do
A focused diagnostic of your Go-To-Market engine. This is the work I do in the first 30 days of any engagement, before touching a single field in the CRM.
Map the Real Process
Shadow the actual funnel. Trace recent closed-won deals backward to find the real path, not the documented one. Identify where reps are working around the system because "it's broken," and where handoffs exist that aren't documented anywhere.
Clarify Ownership
Expose gaps and overlaps. When a deal slips a quarter, who explains why? If the answer is "nobody" or "it depends," that's a gap that matters. Create a map of every pipeline and forecast call: who runs them, who attends, and what decisions get made without a clear owner.
Audit Definitions
Ask Marketing, Sales, and Ops separately when a lead is "qualified," what each pipeline stage means, and what "commit" means in the forecast. Document the variance in answers. That's the art of early diagnosis.
Rank the Pains
Sales thinks lead quality stinks. Marketing thinks sellers drop the ball. Finance thinks the picture is incomplete, or hedged, or fattened from reality. Diagnose which pain has direct revenue impact, which is loudest in exec meetings, and whether they share the same root cause.
Catalog the Stack
Map the gap between what you pay for and what gets used. Find the shadow processes, the spreadsheets that bypass the CRM, the integrations that break silently, and the automations that have been stacked so deep that nobody can trace what triggers what.
Analyze Forecast Accuracy
Pull the last 3-4 quarters. Identify stage-duration anomalies, pipeline conversion patterns, and the deals that have been pushed quarter after quarter. If your variance is consistently in one direction, that's a process problem. If it swings both ways, that's a data problem. The fix is different.
What You Get
The Findings Report
An executive-ready assessment of your revenue engine's health: what's working, what's at risk, and what's broken. Structured consistently across process health, ownership clarity, definition alignment, pain ranking, stack assessment, and forecast analysis. No spin, no filler.
The 90-Day Architecture Roadmap
A prioritized execution plan. P0 fixes that unlock everything else, P1 structural work that compounds over time, P2 improvements that can wait. Sequenced by impact, not by whoever's voice is loudest.
The Data Flow Blueprint
A visual map of how data moves through your core systems today, where it flows cleanly, and where it leaks. Depth scales to the complexity of your stack.
The Board Narrative
Optional, if needed. A defensible summary of your revenue health that leadership can use with investors. Not a dashboard. A story backed by the data we surface during the engagement.
Engagement Details
Timeline
3-4 weeks
Fixed sprint. Not open-ended.
Engagement
Fixed scope
Investment scoped to your situation during discovery.
What's required from you
Access to your core systems (CRM and any connected tools relevant to the engagement), 60-90 minutes of interview time with key stakeholders across Sales, Marketing, and RevOps, and a willingness to hear what the data actually says.
What happens after
The roadmap is yours regardless of what comes next. Your team can execute against it independently. If there's a fit for ongoing work, we scope that separately.
Behiç Akgün
Founder, RevvedOps
15+ years building revenue operations infrastructure for B2B SaaS companies. I've been the person who walked in and inherited the mess, and I've been the one building the systems that had to survive the next leadership transition. My methodology is DRIVE: Diagnose, Roadmap, Integrate, Verify, Enable. This diagnostic is the D. It creates alignment before you create change.
Ready to find out what's actually broken?
30 minutes. We'll talk about your situation. If the diagnostic makes sense, we'll scope it. If it doesn't, I'll tell you that too.
Book a Call