Do you know where your revenue engine is leaking?
Most B2B companies can’t answer this question with data. The Revenue Intelligence Assessment is a structured diagnostic across four pillars — so you stop guessing and start building on evidence.
Strategies die in slide decks
Your revenue team is busy. But are they aligned? Most growing B2B companies hit the same three walls.
No single source of truth
Your ICP definition lives in a Google Doc. Pipeline criteria are in a Slack thread. Personas vary by who you ask. Nobody can point to the canonical version of your GTM strategy.
Decisions based on gut feel
Which pipeline stage is leaking? Where is your conversion bottleneck? Why did win rates drop last quarter? Without systematic measurement, every answer is a guess.
Every quarter starts from scratch
Last quarter’s insights don’t carry forward. When someone leaves, institutional knowledge walks out the door. Your intelligence doesn’t compound — it evaporates.
The Artefact Formula: Four Pillars of Revenue Intelligence
We assess your GTM maturity across four interconnected pillars. Each one is scored, gaps are identified, and priorities are ranked.
Pillar 1
Revenue Intelligence
The foundation of your commercial system. How well do your teams, processes, and data work together to generate revenue?
We diagnose:
- Pipeline architecture and stage definitions
- CRM utilization and data quality
- Cross-functional alignment and handoffs
- Attribution and reporting infrastructure
Pillar 2
Customer Intelligence
Deep understanding of who buys, why they buy, and how they decide. The difference between hoping and knowing.
We diagnose:
- ICP definition and scoring rigor
- Buyer personas and decision process mapping
- Customer journey documentation
- Discovery and qualification methodology
Pillar 3
Execution Intelligence
Converting insights into coordinated action. The bridge between knowing what to do and actually doing it consistently.
We diagnose:
- GTM motion design and channel strategy
- Campaign and program architecture
- Sales playbooks and process consistency
- Post-sale delivery and expansion system
Pillar 4
Performance Intelligence
Pattern recognition that predicts outcomes. Moving from reactive firefighting to proactive, data-driven optimization.
We diagnose:
- Revenue math and growth formula clarity
- KPI framework and scorecard maturity
- Forecasting methodology and accuracy
- Optimization cadence and learning capture
Intelligence compounds. Frameworks decay.
The four pillars aren’t independent checklists — they’re a reinforcing loop. Each cycle makes the next one smarter.
Revenue Intelligence
Captures what’s happening in your revenue engine — the data foundation.
Customer Intelligence
Turns that data into understanding — who buys, why, and how to reach them.
Execution Intelligence
Translates understanding into coordinated action across your team.
Performance Intelligence
Measures results, finds patterns, and feeds improvements back into the system.
↑ And the cycle restarts — each rotation smarter than the last
Where does your company sit today?
We score each pillar on a 4-level maturity scale. Most companies discover they’re at Level 1–2 in at least two pillars.
1
Reactive
No defined processes. Siloed teams. Data in spreadsheets. Firefighting mode.
2
Structured
Basic processes documented. CRM exists but underutilized. Depends on individuals.
3
Proactive
Standardized org-wide. CRM is source of truth. Data-driven decisions. Regular cadence.
4
Prescriptive
Predictive analytics. Automated optimization. Continuous improvement. Competitive advantage.
The assessment pinpoints exactly where you are, where the gaps are, and what to fix first — in priority order.
How the assessment works
Three structured steps. No lengthy consulting engagements before you see value.
Discovery Workshop
A 90-minute facilitated session with your leadership team. We diagnose maturity across all four pillars using structured questions — not a checklist, a conversation.
90 minutesAnalysis & Scoring
We score each pillar, identify gaps, cross-reference with your CRM data, and build a prioritized roadmap. Evidence-backed, not opinion-based.
1–2 weeksBlueprint Delivery
A leadership presentation with your maturity scores, gap analysis, and a 12-month revenue blueprint. Clear next steps you can act on immediately.
60-minute presentationWhat you walk away with
Tangible deliverables, not vague recommendations.
4-Pillar Maturity Scorecard
A scored assessment of your Revenue, Customer, Execution, and Performance Intelligence maturity. See where you stand, with benchmarks.
Gap Analysis & Prioritization
A ranked list of your most critical gaps with impact assessment. Know exactly which problems to solve first for maximum revenue impact.
12-Month Revenue Blueprint
A phased implementation roadmap — what to build, in what order, and what results to expect at each milestone. Designed for your team and budget.
Leadership Presentation
A ready-to-share executive presentation you can use to align your leadership team, board, or investors around a clear revenue growth plan.
Investment
$9,900
3 weeks
- 90-minute discovery workshop with leadership
- 4-pillar maturity assessment & scoring
- Gap analysis with prioritized recommendations
- 12-month revenue blueprint
- Executive leadership presentation
- CRM data cross-reference
Full amount applies as credit toward implementation.
Book a Discovery CallIs this for you?
The assessment is designed for growing B2B companies who know they need to level up their revenue operations.
Ready to find the leaks in your revenue engine?
Book a discovery call. We’ll determine if the assessment is the right first step for your company.