A RevOps audit checklist you can run yourself

What each one is for

One, duplicate rateAccounts sharing a domain, and records created in 90 days with no domain.Over 5% is a creation problem

Two, ownershipRecords with no owner, and records owned by someone who has left.Invisible until a report groups by owner

Three, sourceClosed-won deals in the last year with a blank or default source field.Your attribution ceiling

Four, stage disciplineOpen deals past their close date, and deals sitting in one stage over 90 days.Tells you if the pipeline is real

Five, required fieldsEvery required field on an opportunity, and which report consumes it.No consumer means it is a tax

Six, automationActive workflows and when each last fired.Six months idle means dead or dangerous

Decide it with evidence instead of a demo

FreeRead-only, a written report with every gap priced, yours either way.

$2,000A month if you want it fixed. Up to 15 hours a week, Kaypo included.

No callYou can start from the pricing page without speaking to anyone.

Questions

Can I audit my CRM myself?

Yes. The six counts here need a reporting seat and an afternoon, and they cover most of what a paid audit surfaces first.

What should a RevOps audit produce?

A written list of findings ranked by what each one costs to leave alone. If it produces a proposal and a slide deck instead, it was a sales call.

How often should we run it?

Quarterly for the counts, annually for the deeper structure. Once the reports are built the counts take an afternoon.

When is it worth paying someone?

When the list is longer than the time you have, or when fixing it means changing the object model, routing and reporting at the same time.

Want to talk it through?

Leave an email and I will reply myself, usually the same day. No sequence, no newsletter, and no calendar link unless you ask for one.

Would rather just book time? Here is the calendar.

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A RevOps audit checklist you can run yourself.