ScaleWise Diagnostic Tool 100% Free

Is your revenue engine
built to scale — or just
built to survive?

Most business owners feel it before they can name it. Growth has stalled, you're working harder than ever, and something is off — but where? This free audit checklist pinpoints exactly where your revenue operation is leaking, stalling, or holding you back.

45 diagnostic questions
3 areas: RevOps, Sales & CS
Takes 10–15 minutes
No email required
Start the Audit ↓
Why This Audit Exists

You're not stuck because
you're not working hard enough.

You're stuck because the business has outgrown the way it was built. Revenue feels unpredictable. Your team is busy but not always productive. You're still the one holding everything together. Sound familiar?

This audit was built for business owners doing $1M–$15M in revenue who know something's off but can't quite name it — the ones who need clarity, not more advice.

Work through each section honestly. The gaps you identify here are exactly where ScaleWise does its best work.

How to use it: Go through each item and mark it ✓ In Place or ⚠ Gap. At the end, you'll see your score and the biggest opportunities to focus on first.

If any of these sound like you, this audit is for you:

😤

"I'm still the one closing most of our deals and I can't step away."

📉

"Revenue is inconsistent — good months, bad months — and I can't predict which it'll be."

🔧

"We have a CRM but half the team doesn't use it and I don't trust the data."

🔄

"Customers churn and I usually find out after the fact."

🧩

"I know we're leaving money on the table with existing customers, but I don't know how to fix it."

🚀

"We're growing but it feels chaotic. Nothing is documented. Everything depends on one or two people."

What You'll Audit

Three sections. Three scores.
One clear picture.

1

Revenue Operations

Your CRM, data, pipeline visibility, reporting, forecasting, and the tools your team actually uses.

2

Sales Process

How deals get found, worked, and won — from first outreach through close and follow-up.

3

Customer Success

What happens after the sale — onboarding, retention, renewals, and expansion revenue.

The Audit

Revenue & Growth Audit Checklist

Mark each item as ✓ In Place or ⚠ Gap. Be honest — the gaps are where growth is hiding.

Your Progress 0 / 45 answered
✓ 0 In Place ⚠ 0 Gaps Found 0% Health Score
📊

Section 1: Revenue Operations

Your data foundation, CRM, reporting, and operational visibility

–
RevOps score
CRM & Data Health
Your CRM has clean, up-to-date contact and company data
No mass of duplicates, stale contacts, or deals stuck in limbo. The data you see actually reflects reality.
Every deal in your pipeline has an owner, a stage, and an expected close date
Your CRM pipeline reflects where deals actually are — not where people hope they are.
Your team logs activity in the CRM — calls, emails, meetings — consistently
Activity data isn't optional or dependent on one diligent person. It happens as a natural part of how your team works.
You can see, at any moment, what's in your pipeline and its total value by stage
No need to ping someone or pull a spreadsheet. It's in your CRM, it's real-time, and you trust it.
Reporting & Forecasting
You review a sales/revenue dashboard weekly as a leadership habit
Not "when things feel off." Regularly, predictably, with the team or as a standing part of your week.
You can forecast next month's revenue with reasonable confidence
Not a guess. Based on pipeline coverage, close rates, and stage weighting. You'd be comfortable saying this number to investors.
You know your average deal size, sales cycle length, and win rate
These three numbers are the core of any revenue operation. If you can't say them off the top of your head, they're not driving decisions.
You track where leads come from and which sources convert best
You know whether your best deals come from referrals, outbound, events, or inbound — and you invest accordingly.
Tech Stack & Adoption
Your sales tools are configured around how your team actually works
Stages, fields, and workflows match your real sales motion. Nobody has to work around the system to do their job.
You have automation handling repetitive tasks (follow-up reminders, renewal alerts, status updates)
Your team isn't manually tracking everything. The system keeps people accountable to follow through.
Your sales, marketing, and CS tools talk to each other — customer data doesn't live in silos
A deal closes and your CS team sees it immediately. A customer churns and sales is flagged. The handoffs are connected.
You are not paying for tools that your team doesn't actually use
No zombie subscriptions. Every tool in your stack earns its cost through daily adoption.
New hires can get up to speed on your tools and process in under two weeks
There's documentation, a setup guide, and a way to train on the stack. Onboarding isn't "just watch what I do."
Leadership & Accountability
There is a clear owner of revenue performance — someone accountable for the numbers
This isn't "everyone" or "the founder by default." A specific person owns the revenue outcome and is measured against it.
Your team holds a regular cadence meeting to review pipeline and performance
Not just a check-in. A structured pipeline review where deals are discussed, obstacles surfaced, and commitments made.
🎯

Section 2: Sales Process

How you find, work, and close new business — from first touch to signed contract

–
Sales score
Ideal Customer & Targeting
You have a clearly defined Ideal Customer Profile (ICP) your whole team knows
Industry, company size, title, pain point — documented and shared. Your team can say "this is us" or "this isn't us" quickly.
You have a documented list of target accounts you are actively pursuing
Not "we'll take anyone." A real, named list of companies that fit your ICP — with owners assigned to each one.
Your outreach is personalized — not generic blasts to purchased lists
Every prospect gets messaging that reflects their industry, role, and likely challenges. You've earned the right to reach out.
Prospecting & Pipeline Generation
Your team has enough pipeline to hit quota — at least 3× target in qualified opportunities
If your quota is $100K, your pipeline should show $300K+ in realistic, qualified deals. Otherwise hitting the number is luck.
New pipeline is being added consistently every week — not just when things slow down
Prospecting is a daily habit, not an emergency response. Your team is building tomorrow's pipeline while closing today's deals.
You have structured outreach sequences — not ad hoc emails and "I'll follow up sometime"
Every prospect goes through a consistent, multi-touch cadence. No one falls through the cracks because someone forgot to follow up.
You have an active referral strategy — not just hoping happy customers send people your way
There's a system for asking, timing, and following up on referrals. Word of mouth by design beats word of mouth by accident.
Discovery & Qualification
Your team uses a consistent discovery framework (MEDDIC, SPIN, BANT, or similar)
Not a vibes-based conversation. A structured approach that surfaces budget, authority, need, and timing before anyone invests hours on a proposal.
Deals are qualified before significant time is invested in proposals or demos
Your team doesn't spend 3 hours on a proposal for a prospect who can't buy. Qualification happens early and saves everyone time.
You know your top three reasons for losing deals — and you're doing something about them
Win/loss analysis happens regularly. Lessons from lost deals feed back into your process, messaging, and qualification.
Closing & Playbooks
You have a documented sales playbook your team can follow without asking you
Scripts, email templates, objection handling, demo flow — written down, accessible, and actually used. Not just in your head.
Proposals and contracts go out within 24 hours of a verbal agreement or request
Speed matters at the close. Delays give doubt time to creep in. The system makes fast turnaround the default.
You have a structured process for handling common objections (price, timing, "need to think about it")
Objections don't derail your team. They're expected, prepared for, and handled consistently — without needing the founder to save the deal.
Reps receive regular coaching — at least monthly — with call reviews or deal coaching sessions
Growth doesn't happen at the quota meeting. It happens in coaching. Your best reps get better through regular, structured feedback.
Founder Dependency
Your sales team can close deals without you being in the room (or on the call)
You're not the secret ingredient. Your team closes business because they have the tools, training, and confidence to do it themselves.
If you disappeared for 30 days, your sales pipeline would still move forward
The process doesn't depend on you. Deals advance, follow-ups happen, and proposals go out — without you nudging everything along.
🤝

Section 3: Customer Success

What happens after the sale — onboarding, retention, renewals, and expansion revenue

–
CS score
Onboarding
New customers receive a structured onboarding experience — not just "here's your login, good luck"
A real onboarding plan: kickoff call, milestones, check-ins, and a clear path to first value. Documented and repeatable.
You know the average time for a new customer to reach their first meaningful outcome with you
Time-to-value is a metric you track. You know what "success" looks like for a new customer — and how quickly you deliver it.
Internal handoffs (sales → CS) happen cleanly — the customer never has to re-explain their situation
Context from discovery transfers automatically. The CS team walks in knowing the customer's goals, concerns, and what was promised.
Every new customer has a defined success plan with clear milestones and checkpoints
Not a generic onboarding checklist. A real plan tied to their goals, with someone accountable for moving it forward on both sides.
Retention & Health Monitoring
You know your current customer churn rate — monthly or annually
Not a rough guess. The actual percentage of customers who cancel or don't renew, tracked over time.
You have a way to spot at-risk customers before they cancel — not after
Usage signals, engagement drops, support patterns — something that triggers a proactive outreach before the cancellation email arrives.
Every customer has a regular touchpoint — QBR, check-in call, or structured update
You're not waiting for customers to reach out. Your team is proactively in their orbit, demonstrating value and catching issues early.
You collect customer feedback systematically (NPS, CSAT, or regular check-in surveys)
You have a real pulse on customer sentiment — not just "our customers seem happy." Data that informs your decisions.
When a customer does churn, you conduct an exit interview to understand why
You treat churn as data, not just disappointment. What went wrong informs how you onboard, support, and retain the next 10 customers.
Renewals & Expansion Revenue
Renewals are managed proactively — starting at least 90 days before contract end
Renewal conversations don't start when the contract expires. They start early, with intent, and with a clear process for making the case for staying.
You have a documented process for identifying upsell and expansion opportunities
Your best revenue opportunity is your existing customer base. You're not hoping they buy more — you're actively identifying and pursuing it.
You track Net Revenue Retention (NRR) — whether your existing customers are growing or shrinking in value
NRR above 100% means your existing base is growing. If you're not tracking this, you don't know if your CS motion is actually working.
Your happiest customers are being converted into case studies, testimonials, or referral sources
Customer success creates sales assets. Wins are documented and used to win the next customer — closing the loop between retention and growth.
CS Team & Capacity
You have a defined CS role — someone accountable for customer outcomes, not just account management
Account management maintains relationships. Customer success drives outcomes. Do you have someone actually doing the latter?
Your CS team isn't drowning in reactive support — they have time to be proactive
CS isn't just a help desk. If your CS people spend all their time on tickets, they can't build relationships or prevent churn.

Done? See your score and your top gaps to focus on.

Answer at least 10 items to generate your results

Your Audit Results

Here's where you stand

–
Overall Health

Revenue & Growth Audit Complete

Review your scores below and focus on the flagged gaps — those are your highest-leverage opportunities.

📊 Revenue Operations

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🎯 Sales Process

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🤝 Customer Success

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⚠ Your Flagged Gaps — Focus Here First

Ready to close these gaps — without adding headcount?

ScaleWise works with business owners doing $1M–$15M in revenue who want to fix what this audit revealed. No advice-only engagements. Hands-on, in the trenches, accountable to results.

Book a Free 30-Min Call →
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