Skills library
Every check a fractional revenue operations team runs when it opens a stack. Each one works through your own systems, on your own data, and comes back with what it found — not a dashboard to go and interpret yourself.
9 skills · 60 operations · scored against the Five Dots benchmark base
9 skills
Establish what the commercial organisation pays for, how much of it is duplicated, unused or mis-licensed, and whether anybody can answer that between one renewal and the next.
Runs as a guided walkthrough on any stack.
Establish whether the business gets the numbers it needs without a person copying them, and whether anybody acts differently because of what those numbers say.
Runs as a guided walkthrough on any stack.
Establish whether the CRM is a system of record or a filing cabinet: whether accounts have owners, whether records connect to each other, and whether what is in there can be counted.
Runs natively against HubSpot, or as a guided walkthrough on any stack.
Establish whether what actually happens with customers reaches the system of record, and whether deals are worked by more than one person or by one person and their memory.
Runs natively against HubSpot, or as a guided walkthrough on any stack.
Establish whether the sales process described in the CRM is the process the team actually runs, and whether anybody reads the pipeline on a schedule.
Runs natively against HubSpot, or as a guided walkthrough on any stack.
Establish whether demand that arrives gets to someone quickly, and whether the volume is pointed at the segments that actually convert.
Runs natively against HubSpot, or as a guided walkthrough on any stack.
Establish whether the revenue number the board sees can be reproduced from the systems, and whether contract, CRM and billing agree on what each customer bought and for how long.
Runs natively against HubSpot, or as a guided walkthrough on any stack.
Establish whether renewals are visible far enough ahead to be worked, and whether churn is discovered before it happens rather than after.
Runs natively against HubSpot, or as a guided walkthrough on any stack.
Establish what AI is actually running in the revenue organisation rather than what has been licensed or demonstrated, and which of the four blockers is the one this business will hit.
Runs as a guided walkthrough on any stack.
The operations are listed by name, not by method. The steps each one runs, the thresholds that decide whether a number is a problem, the benchmark base it is scored against and the remediation playbook stay on our servers — they are what you are hiring, and they never reach your environment or anyone else’s. What crosses the wire in either direction is described in full on the data page.