Revenue Operations Assessment Form
Evaluate your company's revenue operations maturity and identify key improvement areas.
Company Name
*
Which best describes your company's revenue team structure?
*
Dedicated Revenue Operations Team
Revenue Operations responsibilities shared across teams
No formal Revenue Operations function
Other
How would you rate your current CRM and technology stack maturity?
*
1
2
3
4
5
Lead Management Process
*
Rows
Not at all
Somewhat
Mostly
Fully Optimized
Lead capture & routing
1
2
3
4
Lead qualification
5
6
7
8
Lead follow-up process
9
10
11
12
How effective is the handoff between marketing, sales, and customer success?
*
Very Ineffective
1
2
3
4
Very Effective
5
1 is Very Ineffective, 5 is Very Effective
How would you describe your forecasting process?
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No formal process
Manual and ad hoc
Partially automated
Fully automated and data-driven
Reporting & Analytics: Please rate the following areas.
*
Rows
Poor
Fair
Good
Excellent
Pipeline visibility
13
14
15
16
Sales performance tracking
17
18
19
20
Revenue attribution
21
22
23
24
How would you rate your use of automation and workflows in revenue operations?
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1
2
3
4
5
How confident are you in the accuracy and quality of your revenue data?
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Not Confident
1
2
3
4
Highly Confident
5
1 is Not Confident, 5 is Highly Confident
What are your top priorities or pain points in revenue operations?
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