A RevCarto Product

RevUp

Revenue Audit & GTM Blueprint

Your entire revenue engine, mapped, scored, and fixed — in 30 days.

We audit every system that touches revenue — your CRM, your tools, your spend, your people, your processes, your data, your AI — and hand you a graded scorecard, a 90-day fix list, and a go-to-market blueprint your team can execute Monday morning.

"A 30-day X-ray of your revenue engine — every tool, dollar, person, and process — scored and fixed."
Fit check

Who It's For

B2B companies $1M–$25M revenue with a sales team of 2–25

Founders who know revenue is leaking but can't see where

Companies who bought tools (HubSpot, Apollo, ad platforms, AI) that never got wired together

PE/VC-backed companies post-funding or post-merger needing a revenue operations baseline

Companies about to hire a RevOps/CRO and wanting the map before the hire

Diagnosis

You Don't Have a Revenue Problem

You have a visibility problem.

20–40%

of SaaS spend is redundant, unused, or overlapping

~30%/yr

CRM data decay rate — reports built on it are fiction

15+

revenue tools typically owned, only ~3 actually integrated

$0

measured workflow impact from most paid AI subscriptions

What we look at

The 10 Audit Modules

01

Company & Revenue Baseline

02

Market & Competitive Position

03

ICP & Buyer Intelligence

04

Sales Channels & Pipeline

05

Tech Stack & Systems

06

SaaS & Tool Spend

07

People & Org Coverage

08

Process & Workflow

09

Data & Reporting Integrity

10

AI Readiness & Automation

What you get

Deliverables

  1. 01

    The Revenue System Scorecard™

    Every module graded Red/Yellow/Green with a composite Revenue Health Score (0–100).

  2. 02

    The Full Audit Report (40–60 pages)

    Findings, evidence, and benchmarks per module.

  3. 03

    SaaS Spend Recovery Sheet

    Line-by-line spend analysis with identified savings.

  4. 04

    The 90-Day Fix List

    Prioritized, sequenced, owner-assigned remediation plan (P0/P1/P2).

  5. 05

    The GTM Blueprint

    Channel priorities, budget allocation, messaging framework, 2-quarter targets.

  6. 06

    Executive Walkthrough

    90-minute live session with leadership, recorded.

  7. 07

    The Data Room

    Every artifact and raw finding organized in a shared drive you keep forever.

How it runs

Timeline

Week 1

Kickoff, access provisioning, Company + Market + ICP modules

Client time: 2 hrs
Week 2

Systems, Spend, Channels modules

Client time: 1 hr
Week 3

People, Process, Data, AI modules

Client time: 1–2 hrs
Week 4

Synthesis, Scorecard, GTM Blueprint, Executive Walkthrough

Client time: 90 min

Total client lift: under 6 hours. We pull from systems, not from your calendar.

Pricing & Terms

Flat fee. No scope creep.

RevUp™ Audit & Blueprint

$4,500flat

No hourly billing, no scope creep.

Conversion credit

100% of the audit fee credits against your first month of a RevPod™ retainer if you start within 30 days of the walkthrough.

Savings guarantee

If the SaaS Spend Recovery Sheet doesn't identify at least the audit fee in annualized recoverable spend or measurable pipeline leakage, we'll say so plainly — and you still own the full blueprint.

Payment

50% at kickoff, 50% at walkthrough.

After the audit

The Bridge

"You now have 14 red boxes and 9 yellow ones. You can fix them yourself with the 90-day list — everything you need is in there. Or the pod that found them turns them green for a flat monthly fee, and this scorecard becomes your monthly scoreboard."

Maintain

$1,500/mo

CRM admin, hygiene, reporting, 48-hr change SLA

Optimize

$3,000/mo

Maintain + process buildouts, automation, monthly strategy review

Scale

$5,000/mo

Optimize + outbound infrastructure, AI workflow deployment, quarterly GTM refresh

Want to see what your scorecard would look like?

We ran RevUp™ on RevCarto itself as the first test engagement — 14 findings, a composite score, a fix list, everything. See it live.