Your Revenue Is Leaking

Most B2B companies lose 5-15% of revenue to misalignment, blind spots, and outdated processes. This diagnostic finds exactly where.

10 questions · 3 minutes · Free score + leak estimate

QUESTION 1 OF 10

How well does your CRM reflect your actual pipeline right now?

We barely use our CRM

Data exists but it's messy and outdated

Mostly accurate with some gaps

Real-time, enforced data hygiene across the team

QUESTION 2 OF 10

How aligned are your sales and marketing teams on lead definitions?

They operate independently

Occasional meetings, no shared definitions

Shared MQL/SQL definitions, some handoff process

Fully aligned with SLAs and shared dashboards

QUESTION 3 OF 10

Can you attribute revenue back to specific marketing channels?

No attribution at all

First-touch only or gut feel

Multi-touch attribution on some channels

Full-funnel attribution with revenue mapping

QUESTION 4 OF 10

How automated is your lead nurture and follow-up process?

Fully manual — reps decide when to follow up

Basic email sequences, no triggers

Automated sequences with some behavioral triggers

AI-driven workflows with scoring and routing

QUESTION 5 OF 10

How do you forecast revenue?

Rep gut feel and spreadsheets

Manager roll-ups with manual adjustments

CRM-based forecasts with stage probabilities

AI-assisted forecasting with historical accuracy tracking

QUESTION 6 OF 10

How effectively do you use HubSpot (or your primary platform)?

We have it but barely use it

Basic email and contact management

Marketing automation + sales pipeline active

Fully integrated: marketing, sales, service, reporting

QUESTION 7 OF 10

Do you have a documented sales process with defined stages?

No — every rep does their own thing

Informal process, not enforced

Documented stages with exit criteria

Enforced process with conversion metrics per stage

QUESTION 8 OF 10

How are you leveraging AI in your revenue operations?

Not at all

Exploring tools but nothing deployed

Using AI for some tasks (content, prospecting)

AI integrated across outbound, analytics, and forecasting

QUESTION 9 OF 10

How quickly does your team respond to inbound leads?

Days or never

Within 24 hours

Within a few hours

Under 5 minutes with automated routing

QUESTION 10 OF 10

What is your company's annual revenue?

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Your Revenue Health Score

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Estimated Annual Revenue Leak

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