These are the templates, runbooks and diagnostics we use on real engagements, with enough detail that a competent RevOps team could run a version themselves.
The full diagnostic we run in a paid Assess: 38 questions across six layers, the leak library with its formulas, and the sanity rails we apply. Enough to run a version of it yourself.
How to model quoting, contracts, billing and payments on HubSpot with the contract as the single source of truth — object design, field mapping and the approval logic.
The 30 conditions your data has to meet before an agent can be trusted with it, grouped by whether they block, degrade or merely annoy.
The template we use on every build to document objects, properties, owners and definitions — so the architecture survives the people who built it.
The step-by-step we follow on every Salesforce migration — data mapping, object hierarchy, association logic and validation gates.
Define stage gates that mean something. The worksheet forces explicit evidence per stage so forecasts reflect reality.
The board-ready revenue report structure: ARR waterfall, churn decomposition, expansion motion and the three forward-looking metrics that matter.
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A fixed-scope Revenue System Audit applies the same frameworks to your portal, a clear picture of your foundation, your revenue engine, and your readiness for AI.