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Revenue Due Diligence · the entry point

Know where pipeline really comes from. Then build the agents.

I analyze your systems, your funnel and your team and hand you a roadmap for your first agents. It's the first step after the diagnosis call, before you decide on Build or Repair.

  • Maturity analysis
  • 5 expert workshops
  • Funnel analysis
  • Tool integration
  • Action plan
  • Agent roadmap
Request diagnosis call See how it runs
Revenue Due Diligence · resultsExample
AI-native maturityData & systemsFunnel performanceMarketing–sales alignmentPipeline accountabilityRevenue logic & ICP

Your way into RevPrime®

Three steps, in this order.

  1. 1

    Step 01 · 30 minutes · free

    Diagnosis call

    I look at where things get stuck and whether RevPrime® fits at all. If it does, I go through the scope and investment of the due diligence with you.

    Request the call

  2. 2

    Step 02 · about 3 weeks

    Revenue Due Diligence

    I read your systems, run five workshops and deliver the maturity analysis and the roadmap.

  3. 3

    Step 03 · first agents from week 5

    Build or Repair

    Based on the results, you decide whether I build the system with you, and on which path.

    Build Repair

Why I start here

Most AI initiatives start with tools. I start with the truth.

Agents amplify whatever is already there, including the mess. Before I automate anything, I need to know where the funnel leaks, how ready your systems are and which levers actually move pipeline.

  • AI tools are bought, but nobody can show the pipeline effect
  • The funnel leaks somewhere, and every team has its own theory where
  • Agents without a diagnosis automate the wrong thing, faster

What Revenue Due Diligence is

A clearly scoped analysis project that answers three questions.

  1. 01

    Where do you stand?

    Maturity of your systems, your funnel and your team, and how strongly everything is geared to pipeline and revenue today.

  2. 02

    Does RevPrime® fit?

    An honest answer whether my method fits your business, your sales motion and your stage, before you invest more.

  3. 03

    Where are the biggest levers?

    The few fields of action that move pipeline fastest, prioritized by impact and effort.

1Result 1 · Maturity analysisWhere you stand, where the funnel leaks, what to do2Result 2 · RevPrime® roadmapFirst agents, milestones, tools and resources

How it runs

Four steps. About three weeks.

  1. 1

    Week 1

    Kickoff & system access

    Goals, scope, contacts. Read-only access to CRM, marketing automation, ads, web analytics and reporting.

  2. 2

    Week 1–2

    System & data analysis

    Data quality, funnel conversion, attribution, tool stack, AI usage and how strongly it all ties to pipeline.

  3. 3

    Week 2–3

    Five expert workshops

    Marketing, sales, customer success, RevOps and the founders, each in their own session.

  4. 4

    Week 3

    Synthesis & readout

    Maturity analysis and roadmap, presented and discussed with your leadership team.

Five expert workshops

Five roles that touch revenue. One workshop each.

  1. Workshop 01

    Marketing

    • Channels, content, campaigns
    • MQL → SQL hand-over
    • How the team uses AI today

  2. Workshop 02

    Sales

    • Pipeline quality & sales cycle
    • Win/loss reasons
    • What sales needs from marketing

  3. Workshop 03

    Customer success

    • Expansion & churn signals
    • References & case studies
    • Voice of the customer

  4. Workshop 04

    Revenue operations

    • CRM data & attribution
    • Reporting & KPIs
    • Tools & automation

  5. Workshop 05

    Founder & leadership

    • Goals & priorities
    • ICP & positioning
    • Budget & the next 12 months

Each about 90 minutes, remote via video call. You get the questions in advance, so nobody has to prepare slides.

System analysis

I read your systems, not your slide decks.

  • CRM

    Pipeline & deals

    Stages, conversion, sales cycle, data quality, ownership.

  • Funnel

    Funnel performance

    Where accounts drop out, stage by stage.

  • Ads

    Paid media

    Spend, audiences, what ends up in pipeline.

  • Web

    Website & analytics

    Traffic quality, ICP visitors, conversion paths.

  • MAP

    Marketing automation

    Lead handling, scoring, nurture, hand-over.

  • Reporting

    Attribution & KPIs

    What gets measured and what gets decided on it.

  • AI

    AI usage & tooling

    Which tools, who uses them, what effect they show.

  • Logic

    Revenue logic

    ICP, buying center, angles, priorities: written down or in heads?

Read-only access only. Nothing gets changed in your systems.

MaturityExample
AI-native maturityData & systemsFunnel performanceMarketing–sales alignmentPipeline accountabilityRevenue logic & ICP

━ Today┅ Target in 12 months

FunnelExample
Engaged accounts420MQL12830 %SQL4636 % ← biggest leakOpportunity3167 %Won723 %

Result 1

Maturity analysis: where you really stand.

  1. 1

    AI-native maturity

    How far along you are with data, systems, team and AI usage, scored across six dimensions.

  2. 2

    Funnel problems

    Where accounts and deals drop out, with numbers from your systems.

  3. 3

    Marketing's impact on pipeline

    What marketing has to change to have far more impact on pipeline and revenue.

  4. 4

    Fields of action

    Prioritized by impact and effort, quick wins first.

Result 1 · fields of action

Every finding gets a place. Only a few go first.

I place each finding by how much it moves pipeline and what it takes to fix. That shows where to start and what can wait.

Impact × effortExample
QUICK WINSEFFORT →IMPACT →MQL→SQL hand-overBuying-center adsSignal scoringContent anglesAttribution rebuild

Result 2

Your roadmap: what stands by when.

  1. 1

    Integration

    How RevPrime® plugs into your stack and your team.

  2. 2

    The first agents

    The 2–3 agents with the biggest lever, and why these.

  3. 3

    Milestones

    What is live by when, week by week.

  4. 4

    Tools

    Which tools you need in addition, and which you can cut.

  5. 5

    Resources on your side

    Who needs how much time, and which roles own what.

Roadmap · weeksExample
123456789101112Knowledge baseHub & data connectionsAgent 1 · Signal agentAgent 2 · Paid media agentAgent 3 · Pipeline reportingWeekly cadence & hand-overFIRST AGENT LIVE
Additional toolse.g. enrichment, intent data
Your sidee.g. 1 owner, ~3 h per week

An honest answer

If RevPrime® isn't the right fit, you'll hear it from me.

  • Go

    Ready for agents

    The basics are there. The roadmap shows which agents start first and how fast.

  • Not yet

    Foundation first

    Revenue logic, data or ownership need work first. You get the order in which to fix them.

  • No fit

    Different path

    My method doesn't fit your motion. Then I tell you, and the analysis is still yours.

What I need from you

Four things from you. The rest is my job.

  1. 01

    Read-only access

    To CRM, marketing automation, ads and web analytics. I set up the access with your admin.

  2. 02

    Five workshop slots

    About 90 minutes each with the right person per area.

  3. 03

    One point of contact

    Someone who opens doors and answers quick questions.

  4. 04

    The readout

    About 2 hours with leadership to go through the results and the roadmap.

What's included

What you get for a clear decision.

A fixed scope instead of an open-ended retainer, no lock-in, and all results are yours. I go through scope and investment with you in the diagnosis call.

No retainerNo lock-inResults are yours

  • Kickoff & scoping
  • Analysis of your core systems
  • Five expert workshops
  • Funnel & data analysis
  • Maturity analysis (AI-native & pipeline)
  • Prioritized fields of action
  • RevPrime® roadmap incl. first agents
  • Tool & resource plan
  • Readout with your leadership
  • All documents to keep

FAQ

Frequently asked questions about Revenue Due Diligence.

How is the due diligence different from the diagnosis call?
The diagnosis call takes 30 minutes and relies on what you tell me. The Revenue Due Diligence takes about three weeks: I read your systems, run five workshops and deliver a maturity analysis and a roadmap with numbers from your setup.
Do I have to keep working with you afterwards?
No. There's no retainer and no lock-in. After the readout you decide whether to build the system with me, with your own team or not at all. The results are yours.
What does the Revenue Due Diligence cost?
It has a fixed scope and is not an open-ended retainer. I go through concrete numbers with you in the diagnosis call, once it's clear that it fits in principle.
How much of my team's time does it take?
Five workshops of about 90 minutes each, one point of contact for quick questions and about two hours for the readout with leadership. I do the system analysis myself.
What happens in my systems?
Nothing. I work with read-only access to CRM, marketing automation, ads and web analytics only. I set up the access together with your admin.
Do the workshops take place on site?
No, all workshops run remotely via video call. You get the questions in advance, so nobody has to prepare slides.
What if RevPrime® isn't a fit for us?
Then I tell you openly. You still get the analysis and know where your funnel leaks and in which order to fix it.

Next step

Three weeks of analysis. Then you decide.

It starts with the 30-minute diagnosis call. There I check with you whether it fits and go through the scope and investment of the Revenue Due Diligence with you.

Request diagnosis call Explore RevPrime® OS

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