GTM Systems Audit
A comprehensive evaluation of your revenue technology ecosystem — the gaps, the waste, and the path to a system that actually works.
The Problem
Most B2B companies have revenue technology stacks that grew organically — tool by tool, integration by integration, without anyone designing the whole system. The result: data flows that break silently, automation that fires incorrectly, licenses nobody uses, and reporting that nobody trusts.
Your teams work around the system instead of through it, and every workaround introduces more risk. A GTM Systems Audit gives you a clear picture of where your revenue engine is broken, what it’s costing you, and exactly what to fix first.
Clients typically discover $50K+ wasted annually on unused licenses and 10–15% revenue loss from preventable system issues.
Our Approach
- 1
Map your entire revenue technology ecosystem — CRM, marketing automation, CPQ, billing, analytics, and every integration between them.
- 2
Interview stakeholders across Sales, Marketing, CS, and Finance to understand how the system is actually used versus how it was designed.
- 3
Audit data flows end-to-end, identifying where records break, duplicate, or lose integrity as they move between systems.
- 4
Assess every license, workflow, and automation for utilization, accuracy, and business impact.
- 5
Deliver a prioritized roadmap — not a 200-page document that sits on a shelf, but a focused 90-day plan that starts with the highest-impact fixes.
What You Get
System Health Scorecard
A quantified assessment of your GTM tech stack across data quality, integration health, automation accuracy, license utilization, and security posture.
Data Flow Architecture Map
Visual documentation of how data moves between every system in your revenue stack — including where it breaks, duplicates, or loses integrity.
Prioritized Recommendations
A ranked list of fixes and improvements based on revenue impact, implementation effort, and risk reduction.
90-Day Optimization Roadmap
A phased action plan that sequences fixes for maximum impact — starting with quick wins that build momentum toward larger architectural improvements.
Who This Is For
- Companies spending $100K+ annually on GTM tools that aren’t sure they’re getting value
- Revenue leaders who don’t trust their reporting or forecasting data
- Teams experiencing frequent integration failures or data sync issues
- Organizations preparing for a major system change who need to understand their current state first
Related Insights
Explore Our Other Services
Revenue Data Foundation
We build the data governance framework that makes everything else work — golden record logic, deduplication strategy, cross-system data integrity, and the semantic layer your reporting and AI tools depend on.
Quote-to-Cash Optimization
We map your entire revenue workflow from quote through payment, identifying bottlenecks and automating manual steps across CPQ, billing, contract management, and revenue recognition.
CRM & Platform Migrations
End-to-end platform implementation and migration across CRM, marketing automation, billing, and CPQ systems — including data migration, workflow rebuild, integration architecture, and user adoption.
Territory Planning & Optimization
Data-driven territory design that maximizes total revenue by matching the right accounts to the right reps — including capacity modeling, routing logic, and scaling frameworks for growing teams.
AI & Automation Strategy
Cut through the AI hype with a practical assessment of where automation and AI agents deliver real ROI — and where they don’t. We help you build governance frameworks, evaluate tools, and implement workflows that actually work.
Fractional RevOps Leadership
Senior RevOps leadership without the full-time overhead — owning strategic planning, systems architecture, team mentoring, and the connective tissue between your sales, marketing, and CS operations.
Ready to get started?
Schedule a complimentary 30-minute assessment and we'll help you determine if gtm systems audit is the right fit for your team.
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