15 Signs Your Company Needs a RevOps Readiness Assessment

Data & reporting signals

These are usually the first cracks anyone notices, because they show up in the numbers leadership actually looks at.

• Forecasts need more explaining every quarter than they used to
• Reports exist, but leadership reconciles them manually before trusting a number
• Two systems disagree about the same customer, and nobody's sure which one is right
• You've stopped being surprised when a dashboard doesn't match reality

Process signals

These show up as friction rather than broken numbers — work that should move on its own but doesn't.

• Handoffs between sales, delivery and support depend on someone remembering to follow up
• The same kind of deal takes a wildly different path depending on which rep is running it
• New hires take months to understand "how things actually work here" because it isn't written down
• Every fix seems to create a new problem somewhere else

People & ownership signals

These are the ones that show up in meetings, not dashboards — arguments about whose fault something was, more than what to do about it.

• More than one team could plausibly be blamed when something falls through
• A key process only really works because one specific person remembers all its exceptions
• Leaders spend meeting time reconciling competing versions of the same story
• Sales and customer success describe the same account differently

Growth-pressure signals

These aren't failures — they're what happens when growth outpaces the operation underneath it.

• The business is preparing to scale, add services, or expand into new segments
• You've invested in tools, but the operation hasn't gotten noticeably easier to run
• Growth is creating more coordination work, not more capacity

What to do if more than a couple of these sound familiar

One or two of these on their own are normal — every operation has some friction. What's worth acting on is the pattern: several of these showing up at once, across more than one of these groups, usually means the gap isn't in any single team. It's in the handoffs between them.

The free assessment takes about three minutes and gives a personalised read across five pillars — a faster way to see where the real gaps are than trying to self-diagnose from a checklist alone.