01
Quote to contract
Can you see where approvals stall, discounts override policy, or product and price data disagree?
Revenue operations reviewFor SaaS and PE-backed companies
Where does revenue get stuck?Start with the handoffs.
The largest gaps often sit between teams and systems. Use these questions to identify where a closer review is warranted. We quantify the opportunity against your actual records during a scoped engagement.
01
Quote and approval handoffs
02
Billing and revenue recognition
03
Renewal ownership and data
04
Post-acquisition systems
The diagnostic
Four questions to take into the first call.
02
Contract to cash
Do booked terms, invoice lines and revenue schedules agree without manual reconciliation?
03
Renewals
Can Sales, CS and Finance see the same renewal date, entitlement and expansion opportunity?
04
Acquisitions
Can the combined company report ARR, pipeline and billing consistently across acquired systems?
How we size itWe establish a baseline from your contracts, transactions and process data, then agree a calculation method with your team. No generic recovery percentage is applied to your ARR.
The next step
Bring one broken handoff.
In a 20-minute call, an Enterprise Architect will help define the scope of a GTM Health Check. The assessment itself is a separately scoped, paid engagement.
Book a scoping call