Revenue Performance Assessment
You're running campaigns, spending budget, doing what's always worked. But pipeline isn't growing, it's costing more to win each customer, and the answers you're getting aren't helping. The RPA gives you a full, objective view of your marketing engine in six weeks — so you know exactly what to fix first.
The pattern we see most often
Usually the largest line item in the budget
Often thin, inconsistent, or cut first
Rarely has a dedicated budget at all
This reflects a pattern, not a benchmark for your account. The RPA maps your real mix in the first two weeks — that's the actual data.
What you get
Every card below splits what we do from what you walk away with. Nothing here is just a conversation — it's a set of concrete artifacts you can act on, share, or hand to your team.
01
Funnel and revenue analysis
What we do
We break down your funnel by source to show where conversion drops and pipeline stalls.
You walk away with
A funnel and revenue breakdown showing exactly where deals are lost, by channel and stage.
02
Inbound experience review
What we do
We map the buyer's journey across your website and forms, end to end.
You walk away with
A friction map of your site and forms, with every drop-off point marked and prioritized.
03
Paid media audit
What we do
We review your spend across search, social, and programmatic.
You walk away with
A channel-by-channel spend audit showing exactly what's wasted and what to reallocate.
04
12-month demand plan
What we do
We forecast expected pipeline based on your performance and our benchmarks.
You walk away with
A 12-month demand plan with realistic growth scenarios you can budget against.
05
Targeted recommendations
What we do
We translate every finding above into a tactical plan — campaigns, budget, audience.
You walk away with
A prioritized list of changes, ranked by expected impact on pipeline.
06
Creative and messaging audit
What we do
We evaluate your ads, landing pages, and positioning against real competitors.
You walk away with
A creative and messaging scorecard showing how you stack up and what to fix first.
Why it matters
The RPA shows you where you're overinvested, where you're underperforming, and how to balance the three to scale more efficiently — the diagnostic above is what that rebalancing usually looks like.
Are buyers thinking of you before they're ready to buy?
Are you converting attention into real, qualified pipeline?
Are you keeping and growing your best existing customers?
Who it's for
Marketing teams under pressure to prove impact
RevOps leaders cleaning up source data and funnel reporting
Companies shifting toward efficient, revenue-focused programs
CMOs planning next quarter's budget
Growth teams rethinking where to invest
Recent wins
Reduced search investment by
Reallocated to higher-performing demand creation channels.
Increased inbound demo requests by
Within 90 days, by removing friction in the buying journey and optimizing lead flow.
Eliminated wasted budget
From non-brand keywords that drove no pipeline within 60 days.
We've worked with 300+ B2B companies across software, fintech, and services, and run 150+ Revenue Performance Assessments. Every recommendation is grounded in real data and real execution, not opinion.
No long-term commitment required. Just a clear, objective view of your marketing engine in 6 weeks.
Book a strategy call