Where does your RevOps system actually stand?

1. Your HubSpot CRM foundation

   A contact database we barely trust Pipelines exist, but the data is inconsistent Clean, documented, and adopted by the team A governed single source of truth

2. Lifecycle & marketing automation

   Mostly manual; few or no workflows Basic workflows, set up once and forgotten Lifecycle stages automated and maintained Behaviour-driven and continuously optimized

3. Reporting & attribution

   We pull numbers manually in spreadsheets Standard dashboards we don't fully trust Pipeline and source reporting we rely on Multi-touch attribution tied to revenue

4. Sales handoff & follow-up

   Leads slip through the cracks Handoff happens but is inconsistent Defined SLAs and lead routing Automated routing, scoring, and follow-up

5. Integrations (ERP, finance, support)

   Siloed systems and a lot of copy-paste One or two integrations, and they're fragile Core systems sync reliably Everything talks to everything, every day

6. Governance & adoption

   No real owner or process An admin keeps the lights on Documented processes and good adoption An embedded RevOps function, always improving

Please answer all six questions to see your score.