RevOps Audit & Roadmap

Scope of Work & Engagement Terms

Overview

This engagement is a focused, two-week RevOps audit designed to assess your current revenue system and deliver a clear, prioritized roadmap for improvement.

The goal is to create clarity on what’s working, what’s not, and what to fix first—grounded in how your business actually operates today.

Scope of Work

During this engagement, I will review and assess:

• CRM structure and data quality

• Pipeline stages and lifecycle definitions

• Sales process and forecasting approach

• Revenue team(s) commission plans

• Reporting and visibility into performance

• Key handoffs across the revenue lifecycle

This includes a combination of direct system access, independent analysis, and limited stakeholder input as needed.

Deliverables

At the conclusion of the audit, you will receive:

• A clear view of your current RevOps system

• Identified gaps and points of friction

• Data and process inconsistencies surfaced

• A prioritized roadmap of recommended improvements

• A live walkthrough to review findings and next steps

Timeline & Structure

Duration: 2 weeks from kickoff

Week 1

• System access and initial review

• Early findings and pattern identification

Week 2

• Deeper analysis

• Roadmap development

• Final walkthrough session

Client Responsibilities

To ensure the audit is completed within the two-week timeline, the following are required:

• Timely access to relevant systems (CRM, reporting tools, etc.)

• Availability for 1–2 stakeholder conversations if needed

• Clear point of contact for questions and coordination

• Reasonable responsiveness to requests (within 24–48 hours)

Delays in access or communication may impact the delivery timeline.

Client acknowledges that the quality and completeness of the audit is dependent on the accuracy and accessibility of provided information.

Confidentiality

All information shared during this engagement will be treated as confidential.

No data, materials, or insights will be shared externally without explicit permission.
Any materials created as part of this engagement are intended solely for internal use.

Engagement Terms

• This is a fixed-scope, fixed-fee engagement

• The audit is advisory in nature; implementation is not included

• Recommendations are based on information available during the audit period

• Additional work beyond this scope can be scoped separately

• By continuing through and submitting payment, you are agreeing to all the terms laid out here

Investment: $3,500 flat fee

Payment is required to begin the engagement.

Payments are refundable only if cancellation occurs prior to the kickoff call.

Once the kickoff call has taken place and access to systems or materials has been provided, the engagement is considered active and all payments become non-refundable.

By proceeding, the client acknowledges that work begins immediately following kickoff and reserves dedicated time and resources.

Next Steps:

• Submit payment

• Confirm primary point of contact

• Kickoff will be scheduled within 2–3 business days