Find out what is slowing yourlead-to-revenue engine down.
The GTM Health Check is a structured assessment of your architecture, your lead-to-revenue process and your data. It is run by people who have built and operated these systems, not a script. You come away with a findings report and a prioritized roadmap your leadership and sponsors can act on.
What it is
Two views of the same revenue engine.
Most assessments look at the Salesforce org and stop there. We look at the platform and the business process that runs on it, because a clean org executing a broken lead-to-revenue process still leaks revenue.
Technical and platform
Salesforce architecture, org health, CPQ and quote-to-cash, data quality and governance, integrations across ERP, billing and marketing, technical debt and scalability.
- Architecture and org assessment
- CPQ and quote-to-cash
- Data quality and governance
- Integrations and technical debt
Business process
How a lead actually moves to closed to invoiced to recognized. RevOps and sales process alignment, territory and lifecycle, forecasting discipline, and where the handoffs break.
- Lead-to-revenue process review
- RevOps and sales alignment
- Territory and lifecycle
- Forecasting and KPI evaluation
The roadmap
Findings tie back to root cause, not symptoms. Recommendations are sequenced by impact, effort and dependency, so you know what to fix first and why.
- Quick wins and strategic initiatives
- Sequenced by impact and effort
- Quantified where remediation pays
- Executive readout for sponsors
Coverage
Eleven dimensions across the lead-to-revenue ecosystem.
This is the full scope. Not every engagement goes equally deep on all eleven; the scoping call decides where the time goes based on where your risk is.
What you receive
Four deliverables, built to be acted on.
The output is not a slide deck that gets skimmed once. It is a findings report and a roadmap detailed enough to brief an engineering team and clear enough to brief a board.
Findings report
Architecture, process, data, integration and reporting findings, each traced to root cause rather than symptom.
Prioritized roadmap
Quick wins and strategic initiatives, sequenced by impact, effort and dependency, so the order of work is defensible.
Quantified impact
Where remediation drives efficiency, scalability and forecasting accuracy, sized so you can weigh it against the effort.
Executive readout
A decision-ready narrative for leadership and PE sponsors, in the language a board uses rather than a systems one.
How it runs
It is an engagement, not a scan. Your team is part of it.
An honest assessment needs access and a few hours from the people who run the process. We are direct about that up front, because a health check done without your team is just a tool reading metadata.
Scoping and access
- A scoping call to agree where the assessment goes deep and what it leaves alone.
- Read access to the Salesforce org and the connected systems in scope.
- Named stakeholders across Sales, RevOps, Finance and CS lined up for interviews.
Interviews and analysis
- Working sessions with the people who own quoting, billing, renewals and forecasting.
- Technical review of architecture, data and integrations against how the process actually runs.
- Findings validated with your team before they reach the report, so nothing lands as a surprise.
NoteThe introductory GTM Health Check is complimentary. Preparation and stakeholder time are required; the depth of the findings depends on it.
Representative engagements
Health checks we have run, and what they surfaced.
Five assessments across SaaS, EdTech, enterprise services, technology platforms and PE-backed portfolios. Client names are held at their request.
Lead-to-revenue check supporting district expansion
A Salesforce and GTM assessment focused on district expansion, growth motions, territory management and scalability, covering architecture, account hierarchy, marketing operations, lifecycle workflows, integrations, reporting and data governance.
Salesforce and integration ecosystem assessment
An assessment of lead-to-revenue operations, automation maturity and cross-functional efficiency, evaluating Salesforce, Workato integrations, product master data, account hierarchy and enterprise system connectivity.
Health assessment and modernization strategy
A review focused on CPQ optimization, duplicate prevention, workflow automation, reporting scalability and enterprise integrations, spanning configuration, data quality and technical debt across Sales, Finance and Customer Success.
GTM transformation and operational standardization
A redesign and standardization of Salesforce-driven lead-to-revenue operations across multiple countries, simplifying complex sales processes, modernizing enrollment and invoicing, and consolidating fragmented systems.
RevOps and GTM optimization across the portfolio
Support across multiple PE-backed organizations with Salesforce modernization, RevOps optimization, post-M&A systems consolidation and GTM transformation, addressing fragmented CRM environments and limited reporting visibility.
NoteThese are health-check engagements specifically. Full delivery case studies, with client names and numbers, are on the results page.
In their words
The word that keeps coming back is partner.
The same team that runs the assessment stays on if you decide to act on it.
Director, Business Intelligence · IT, CRM and Data Analytics
Purdue for Life Foundation
The next step
Start with a scoping call.
Twenty minutes to agree where a GTM Health Check would go deep, and what it would take from your team. No obligation to go further.
Book a scoping call