DRIVE ASSESSMENT · BY OPTIMAX

Know what to fix first.

Make your next revenue decision with a clearer view of the business.

Optimax’s diagnostic examines your revenue operations and turns findings into a prioritized plan. Start here when the problem needs to be understood before the work is scoped.

Book a Conversation with Chad See what the work covers

With Chad Angle · Fractional VP of Sales & Business Development

IS THIS YOUR SITUATION?

This may be the right fit when…

Leaders disagree about why growth has slowed.
Pipeline and forecast reports tell different stories.
You need to decide where to invest before adding people or technology.

THE SERVICE

A view across the revenue operation.

The assessment considers sales structure and methods, lead management, systems and data, go to market planning, reporting and forecasting.

A scored assessment

Findings organized into a view leadership can evaluate.

Priorities and a roadmap

Revenue impact analysis and a sequence for potential improvements.

An executive readout

A discussion of findings, recommended technology architecture and next steps.

ILLUSTRATIVE PRIORITY ROADMAP

Turn findings into decisions.

An example of how priorities could be organized. This is not a client result or an actual DRIVE report.

Align the definitions

Signal: Teams use different opportunity stages.
Evidence to examine: Review stage criteria and CRM fields.
Potential next step: Agree what qualifies an opportunity.

Make the handoff visible

Signal: Leads lose an owner between teams.
Evidence to examine: Review routing and follow up ownership.
Potential next step: Assign responsibility for each handoff.

Improve the forecast review

Signal: Forecast changes are hard to explain.
Evidence to examine: Review assumptions and supporting evidence.
Potential next step: Agree a consistent review process.

How the assessment moves forward.

PrepareIdentify the decision, relevant people and available evidence.
ExamineOptimax reviews leadership input, team feedback and operating systems.
DecideUse the findings to discuss the next scope of work.

Service provided by Optimax RevOps Agency. View service details at Optimax

BEFORE WE TALK

Your questions, answered.

For our first conversation

Bring one decision you need to make and an example of the information making it difficult.

Discuss DRIVE Assessment

Do I need to know the root cause already?

No. Explain the business problem and the decision it is affecting. The first conversation can help establish whether an assessment is the right starting point.

What happens after the assessment?

Review the findings and priorities with Optimax. If implementation support is appropriate, explore DRIVE Transformation or ongoing RevOps support.

What will the assessment cost and how long will it take?

Scope, access to systems and team availability affect the work. Confirm the current deliverables, timing and commercial terms with Optimax before proceeding.

START WITH YOUR BUSINESS

Let’s find the right next step.

Share the business priority, what is getting in the way and the decision ahead. We can discuss the right starting point with Optimax.

Book a Conversation with Chad

Prefer to send details first? Use the inquiry form.

Chad AngleFractional VP of Sales &
Business DevelopmentOptimax RevOps Agency

Prefer email? Email Chad about Optimax

For client opportunities, executive introductions and potential partnerships.