Surface the truth. Then build the system.
The Revenue Diagnostic reveals what's actually driving wins and losses across your revenue system — and produces a financial model of what those gaps are costing you right now.
Every engagement led by a senior Revfinery consultant — not a junior analyst, not software.
Most teams are guessing.
As teams scale, truth gets filtered. Forecasts get optimistic. Wins become hard to repeat. The typical B2B team is carrying 20–35% more pipeline than will actually close — and most don't find out until the quarter ends.
The Diagnostic tells you exactly where your system is breaking — and what it's costing you in real dollars.
Your team tells us what's really happening
Reps, managers, and leaders answer targeted questions across six dimensions of revenue system health — pipeline, process, execution, strategy, leadership, and systems. The questions are designed to surface what people actually experience, not what gets reported up the chain.
- 48 calibrated questions across 6 revenue dimensions
- Role-specific views for reps, managers, and leadership
- Surfaces the gap between what leadership believes and what's actually true
- Takes approximately 20 minutes per person
Questions that reveal what's real
We don't ask "how's it going?" We ask whether your forecast number reflects what the team actually believes is real. Whether reps know what triggers a buyer to start looking. Whether deals slip because of real market conditions or because nobody wants to say a deal is stuck.
Is the number your board sees the number your reps believe?
Where do deals stall — and does leadership know why?
Can every rep describe who you sell to and why they buy?
Is success repeatable or dependent on your best two reps?
A senior consultant goes deeper
The assessment surfaces patterns. The consultant finds out why. Your Revfinery consultant conducts live conversations with reps, managers, and leaders — triangulating what the data shows against what people are actually experiencing in the field.
Four weeks. One clear picture.
A focused sprint designed to surface reality fast — then put a specific, sequenced plan in your hands.
Week 1: Intake
Your team completes the diagnostic assessment. We align on goals, stage, and current motion. No disruption — 20 minutes per person.
Week 2: Deep Dive
Consultant conversations with reps, managers, and leadership. We go beyond the survey to understand the context behind the patterns.
Week 3: Readout
Live session with leadership. We show you what's driving wins, what's blocking growth, and what it's costing you — in real dollar terms.
Week 4: Roadmap
A sequenced 30–90 day plan: what to fix first, what can wait, and why the order matters. Built to hand off to your team immediately.
Deliverables your team can use immediately
Consultant-crafted, not auto-generated. Everything is built around your specific findings.
Revenue at Risk Report
Your diagnostic findings translated into dollars — pipeline overstatement, quota exposure, and cost of inaction modeled from your actual numbers.
Executive Summary
Plain-English findings your leadership team can act on — the top patterns, the root causes, and the three things to change first.
Prioritized Roadmap
A sequenced 30–60–90 day plan with quick wins, mid-term fixes, and strategic changes — and an explanation of why the order matters.
Consultant Field Notes
Annotated observations from rep and manager conversations — the qualitative context behind the data that makes the findings credible and specific.
Two engagement options
Start where it makes sense for your stage. Both include the Revenue at Risk analysis and a sequenced action plan.
Focused Diagnostic
Founder-led or early-stage teams (up to 5 stakeholders)
- Full diagnostic assessment (up to 5 stakeholders)
- Revenue at Risk financial model
- Consultant-led readout session (90 min)
- Executive summary + prioritized roadmap
- 30-day action plan
Growth Diagnostic
For scaling teams $5M–$50M ARR
- Full 4-week engagement (unlimited stakeholders)
- Revenue at Risk financial model with your actual pipeline data
- Rep, manager & leadership interviews
- Executive summary + consultant field notes
- Sequenced 30–90 day roadmap
- Live readout + leadership alignment session (3 hrs)
100% of your Diagnostic fee applies as credit toward Training, Outsourced Support, or Revenue Leadership if you engage within 60 days.
The Diagnostic stands alone — or opens a door
The roadmap will tell you exactly what to do next. Most clients know within the readout session which direction they need. Each path is available independently — there's no required sequence.
Your findings become your training plan.
Most diagnostics end with a document. This one ends with a system. When your Diagnostic is complete, Revfinery maps every finding directly into a personalized training pathway in the AI Trainer — so your reps don't start generic practice. They start working on exactly what the Diagnostic found.
- ✓ Skill gaps from the Diagnostic become scenario targets in the trainer
- ✓ Practice scenarios matched to your actual ICP and objection patterns
- ✓ Manager dashboard tracks rep progress against diagnostic benchmarks
- ✓ Quarterly check-ins measure skill improvement over time — not just completion
Week 1 after Diagnostic
Findings are reviewed. Training pathway is configured. Each rep is invited to the trainer with a personalized starting point — not a generic onboarding flow.
Days 30–90
Manager dashboard shows skill score movement against the baseline the Diagnostic established. You can see whether the gaps are closing — with data, not gut feel.
Quarterly Health Check
A lighter follow-up diagnostic every quarter — same six dimensions, same financial model, measuring what actually changed versus where you started.
FAQs
Who is this for?
B2B teams where revenue feels harder to predict than it should be. Founders preparing to scale, CROs inheriting a broken motion, and leadership teams where the forecast number doesn't feel real. We work with teams from pre-revenue through $50M ARR — the engagement is scoped to your stage.
How long does it take?
The Growth Diagnostic runs four weeks from kickoff to roadmap delivery. The Focused Diagnostic can be completed in two weeks. We move fast without disrupting your team — assessments take 20 minutes per person, conversations are 30 minutes each.
Do I need a minimum team size?
No. Some of our most valuable engagements are with two or three stakeholders — a founder and a CRO who have different views of the same pipeline. The insight comes from the gap between perspectives, not from statistical sample size.
What do you need from us?
Access to your team for the assessment and conversations. If you have pipeline data or a current playbook, we'll review it — but we don't require a CRM integration or data export. We keep asks light so the engagement stays focused.
Can you help implement the roadmap?
Yes — and your Diagnostic fee applies as a credit toward Training, Outsourced Support, or Revenue Leadership if you engage within 60 days. The roadmap will tell you which path makes the most sense. Most clients know by the end of the readout session.
Will this disrupt my team?
No. The assessment is 20 minutes per person. Conversations are 30 minutes each and scheduled at your team's convenience. The only meeting that requires leadership's full attention is the readout — which is three hours and the most valuable session of the engagement.
Ready to find out what's actually happening? Book a Diagnostic — and apply 100% of your fee toward Training, Outsourced Support, or Revenue Leadership if you engage within 60 days.