Skip to content
Contact Us
image (1)

Implementing RevOps 201: Revenue Diagnostic, Mapping, and Benchmarking

Move beyond theory and start operationalizing your RevOps strategy with a hands-on technical deep dive into the Revenue Engine Diagnostic (R.E.D.) — the scientific framework for auditing, mapping, and optimizing your revenue engine.

If RevOps 101 was the blueprint, 201 is the actual build-out process. Most leaders understand the concept of alignment, but they lack the forensic tools to identify where their revenue is actually leaking. They rely on gut feelings or vibes and spot-checks instead of hard data and thorough, comprehensive documented investigative processes.

Course curriculum includes:

  • What is a Revenue Engine Diagnostic?

  • Utilizing the Go-To-Market Survey
  • How to Conduct a Revenue Mapping Session
  • Performing an Experience Audit
  • Benchmarking Your Data
  • How to Build a 90-Day Roadmap
RPX Badge — RevOps 201

$299

  • theaters
    ~6 hours of video
  • diversity_3
    6 classes
  • auto_stories
    14 chapters
  • strategy
    RPX Certification

Move beyond theory. Diagnosis the leaks in your revenue engine and develop a dynamic RevOps strategy.

RevOps is not a project, it's a strategic progression. This course goes beyond the basic fundamentals to provide you with the architectural skills to implement that strategic progression via hands-on diagnostic investigation and strategy.

Class 1: Defining the R.E.D. and Why It Matters

Engine Template

Understanding the Revenue Diagnostic

2 videos | ~30 Minutes

  1. Revenue Engine Diagnostic Overview
    5 minutes

  2. Defining the R.E.D.
    20 minutes

Learn why a holistic examination of your business is non-negotiable for growth and discover the five pillars — the Go-To-Market Survey, Revenue Mapping, the Experience Audit, Benchmarking, and the Strategic Roadmap — that transform a chaotic mess into a scientific revenue machine. 

Class 2: Utilizing the Go-To-Market Survey

Survey Template

Utilizing the GTM

4 videos | ~1.5 Hours

  1. Understanding the GTM Survey
    15 minutes

  2. Business Summary & Goals Overview
    20 minutes

  3. Products Overview 
    10 minutes

  4. Data Model Discovery 
    20 minutes

Stop guessing and start documenting your business DNA by aligning every department on unified KPI definitions and success metrics. Review your business goals, primary metrics, products, and data model metrics in one comprehensive document.

Class 3: Mapping the Revenue & Customer Journeys

Mapping Template

Revenue Mapping

3 videos | ~1.5 Hours

  1. Mapping the Revenue & Customer Journeys
    15 minutes

  2. Understanding the Miro Template
    5 minutes

  3. Revenue Mapping Demonstration
    50 minutes

Physically trace the path of a dollar through your business to visualize exactly how teams hand off data and where your process has friction, dead ends, or unfinished processes. Identify gaps and areas primed for optimization while comprehensively documenting the entire customer and revenue journey from start to finish.

Class 4: The Experience Audit of Your Current State

Audit Template

Experience Audit

2 videos | ~1 Hour

  1. The Experience Audit of Your Current State
    20 minutes

  2. Experience Audit Demonstration
    30 minutes

Thoroughly examine your own business to feel the friction your customers feel, ensuring your automated processes actually work in the cold, harsh reality of the user experience. Imitate every aspect of your customer’s journey by walking through your business processes firsthand.

Class 5: Benchmarking the Data

Benchmarking Template

Benchmarking

2 videos | ~1 Hour

  1. Benchmarking Your Data
    20 minutes

  2. Analyzing Benchmarking Reports
    20 minutes

Benchmark your data to align your reporting with the actual business reality. A dual-purpose reporting tool, the Benchmarking Dashboard captures both the starting point of your current state and provides reliable direction for your true KPIs.

Class 6: Building the Strategic Roadmap

Roadmap Template

Building a 90-Day Roadmap

1 videos | ~30 Minutes

  1. Creating a 90-Day Roadmap
    30 minutes

Turn your diagnostic findings into a prioritized 90-day execution plan that moves the needle on maturity and drives measurable growth. Move beyond a simple to-do list by organizing work into high-level objectives that tie every technical task back to a specific growth initiative or business goal.

Meet your instructor

Nikki Avatar + Background

Nikki is a strategist, storyteller, and the Product Marketing Manager at RevPartners. After years in the trenches as a RevOps Strategist, Nikki has architected roadmaps for everyone from multinational telecom giants to lean non-profits. With a decade of experience, she treats RevOps as the science of sustainable growth and the art of clear communication. A published researcher and creative at heart, Nikki is known for her bold style and infectious energy. When she’s not engineering revenue engines, she’s likely traveling the globe or sketching her next creative project.

Nikki Sneed

RevOps Product Marketing Manager, RevPartners

Connect on LinkedIn

Want help implementing what you've learned?

Talk to our team about what RevOps as a Service can do for your business.