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Influx Logic

Revenue Engine Assessment

Data-backed insights across your go-to-market.

We interview your team, survey your reps, and analyze your CRM and closed deals to show what's really driving and limiting revenue across six areas of your go-to-market. You leave with a scorecard, an ideal customer profile built from your own wins, your five biggest bottlenecks, and a 90-day roadmap. All of it is yours, whether or not you work with us afterward.

Let's talkSee how it runs

Three weeks, fixed fee

The problem

Most teams sell to everyone and measure nothing.

Ask five people why deals stall and who the best customers are, and you get five answers. The CRM can't settle it, because half of it is out of date. Building systems before you know both just automates the guesswork.

  1. 01

    No agreed ideal customer

    Reps chase whatever comes in. Nobody has written down which customers close fastest, stay longest and earn the most.

  2. 02

    A process that lives in people's heads

    Follow-up, handoffs and quote chasing happen when a rep remembers, so nobody can tell what's working.

  3. 03

    A forecast nobody trusts

    Stages are updated the night before the review, so the number is a guess with a spreadsheet around it.

Our solution

What we measure, and how we score it.

Each area gets a score from 0 to 10, backed by what your team told us and what your data shows. The average of the six is your Revenue Engine Score.

GTM Strategy & ICP

Are we aiming at the right buyers?

  • Revenue trends and goals
  • Target markets
  • Ideal customer profile from won deals
  • Core value proposition

Lead Generation

Where does pipeline come from, and is it enough?

  • Lead sources and quality
  • Lead handling, start to finish
  • Conversion by source
  • What reps think of the leads

Sales Process

Does the process work in practice?

  • Stages from lead to close
  • Qualification and buying triggers
  • Handoffs and win rates
  • Review of 15 won and lost deals

CRM & Data

Can we trust the data?

  • Duplicates and stale records
  • Key-field completeness
  • Pipeline hygiene
  • Adoption, and what reps think of it

Automation & AI

Are reps selling or searching?

  • Time selling versus researching
  • Workflows and automation in use
  • How reps use AI tools
  • Openness to adoption

Reporting & Forecasting

Can leadership see what's coming?

  • Critical reports
  • How those reports get used
  • Forecast method
  • Accuracy by rep, manager and leader

How it runs

Three weeks, ending in an executive readout.

Week one is discovery, week two is analysis, and week three is findings and the plan. A smaller team with fewer stakeholders can finish in two weeks. The kickoff sets the final schedule.

  1. Week 1

    Kickoff

    A 60-minute meeting to confirm goals, revenue targets, stakeholders and the interview list. We also collect CRM access or exports and your existing sales documents.

  2. Week 1

    Interviews and rep survey

    Up to eight 45-minute interviews across sales, marketing and operations, plus a 10-minute survey for every seller.

  3. Week 2

    Analysis

    Your funnel, CRM health and won deals, plus a win/loss review of 15 closed deals, checked against what your team told us. Up to five buyer interviews are optional.

  4. Week 3

    Working session

    45 minutes with your executive sponsor to test the findings before they're final.

  5. End of week 3

    Executive readout

    A 90-minute presentation to leadership, with the final scorecard, report and 90-day roadmap.

Let's talk

What you keep

  • Assessment reportAn executive summary of the findings, with the evidence behind each.
  • Revenue Engine ScorecardA 0 to 10 score for each of the six areas, and the overall Revenue Engine Score.
  • Ideal customer profileA draft profile built from your own won deals.
  • Funnel conversion mapConversion, velocity and drop-off at each stage, by lead source.
  • CRM health snapshotDuplicate rate, key-field completeness and pipeline hygiene, as a baseline.
  • Top 5 bottlenecksThe five biggest constraints on revenue growth, ranked by estimated impact and effort.
  • Prioritized 90-day roadmapWhat to fix first, who owns it and what it takes, in order.
  • Executive readoutA 90-minute presentation to your leadership, with slides.
  • Recommended next stepWhere outside help would pay off, with a fixed-price proposal if you want one.

Who it's for

Is the Revenue Engine Assessment right for you?

It fits teams with a working sales process that has grown faster than anyone has had time to look at.

Company
B2B companies with a working sales team
Scope
One sales organization and one CRM
You have
At least 12 months of opportunity history in your CRM
Data access
Read-only CRM access or complete exports by kickoff
Your sponsor
An executive at the kickoff, working session and readout
Your team
A point person for scheduling, 45-minute interviews and a 10-minute rep survey
Price
Fixed fee, credited in full toward follow-on work signed within 30 days
NextCRM OptimizationWe clean up and enrich your CRM, then build the automations that run on it: upkeep that runs itself, new leads routed in minutes, and alerts when a deal or account needs attention. Built once, documented, and yours to run.

Work with Influx Logic

Start with a 30-minute intro call.

Three weeks and a fixed fee for a scored view of your go-to-market, an ideal customer profile, your five biggest bottlenecks and a 90-day roadmap. All of it is yours either way.

Let's talk

FAQs

What teams ask before starting the Revenue Engine Assessment.

How is this different from the free intro call?

The intro call is a 30-minute conversation and our honest read. The assessment is three weeks of interviews and analysis of your CRM and closed deals, ending in a scorecard, an ideal customer profile, your five biggest bottlenecks and a 90-day roadmap you keep. Start with the call. It'll tell you whether the assessment is worth doing.

What does it cost?

A fixed fee, quoted after the intro call once we know the size of your team. The number doesn't move once the work starts, and the full fee is credited toward a follow-on engagement signed within 30 days.

What do you need from our team?

An executive sponsor at the kickoff, working session and readout. A point person who schedules interviews in the first week. Up to eight people for 45 minutes each by video call, and every seller for a 10-minute survey within five business days of kickoff. Plus read-only CRM access or complete exports, and any sales process, quota, territory and forecast documents you already have.

Will you change anything in our systems?

No. The assessment diagnoses and recommends. We don't change any CRM records, configuration or integrations. Implementing the roadmap is quoted separately, if you want our help with it.

What isn't included?

Compensation plan design, hiring and individual performance reviews. Marketing or website audits beyond lead source and conversion data. Market or competitor research beyond what the interviews and win/loss review surface.

What if we have less than 12 months of history?

We can still do the assessment, but less history narrows the funnel analysis and the ideal customer profile. We'll tell you what that means for your team on the intro call.

Are the impact estimates guaranteed?

No. They're directional, based on your own data, to help you decide what to fix first. They aren't promised outcomes.

What is an ideal customer profile?

A written description of the customers you win most easily and keep longest: their industry, size, what they buy, who signs, and what tends to trigger a purchase. We build it from your own closed deals, not from guesswork, and CRM Optimization and the GTM Engine use it to decide who your reps call.

What if we don't build with you afterward?

Everything we deliver is still yours. Build it in-house, take it to someone else, or keep it for later.