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Advisory Services

In order for Industry Benchmarks and Key Performance Indicators to be the most relevant and applicable to each company's unique

environment, RevOps   offers a high touch, consultative approach to define, calculate and/or analyze existing Key Performance Indicators.  In addition, we identify KPI's that are not currently being captured and provide an industry benchmark assessment and associated recommendations for executive leadership teams. The assessment results report is delivered in a highly interactive, executive briefing and can cover every phase of the Customer Lifecycle, including Customer Acquisition, Customer Expansion and Customer Retention. 

 

A portfolio wide offering is available for Venture Capital and Private Equity firms looking to develop a portfolio based Key Performance Indicator Index specific to their investments, measured against similar peer group cohorts.

 

Please see the below overviews for specific details on each of the three assessments available.

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Customer Acquisition KPI Assessment

An outcomes centric analysis of existing Customer Acquisition Key Performance Indicators analyzed against Industry Benchmarks and best practices.  All findings and performance enhancement recommendations are presented in context of industry

"like peer" cohorts available in the RevOps   Key Performance Indicator Index.

 

  • Customer Acquisition KPI Analysis

  • Customer Acquisition Funnel Analysis

    • Lead and Opportunity Source

    • Lead and Qualified Lead Conversion

    • Opportunity Funnel Performance

    • Close and Push Rates

  • Pipeline Coverage Ratio Analysis

  • Opportunity Win/Loss Review – Up to 5

  • SaaS Valuation KPI Review and Comparison Analysis

    • Customer Acquisition Cost (CAC) Validation

    • CAC Ratio Validation

  • Customer Acquisition KPI Instrumentation Analysis

  • Industry Benchmark + KPI Performance Comparison

  • Customer Acquisition KPI Instrumentation Analysis

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Customer Expansion KPI Assessment

 

A results oriented analysis of existing Customer Expansion Key Performance Indicators analyzed against Industry Benchmarks and best practices.  All findings and performance enhancement recommendations are presented in context of industry "like peer" cohorts available in the RevOps   Key Performance Indicator Index.

  • Customer Expansion KPI Analysis

  • Customer Expansion Funnel Analysis

    • Lead and Opportunity Source

    • Lead and Qualified Lead Conversion

    • Up-Sell and Cross-Sell Opportunity Funnel Performance

    • Up-Sell and Cross-Sell Close and Push Rates

  • Customer Expansion Process Analysis

    • Customer Business Review Cadence and Content

    • Organization Roles, Responsibilities and Incentives

  • SaaS Valuation KPI Review and Comparison Analysis

    • New & Up-Sell/Cross-Sell (CAC) Calculation & Validation

    • New & Up-Sell/Cross-Sell CAC Ratio Assessment

  • Customer Expansion KPI Instrumentation Analysis

  • Industry Benchmark + KPI Assessment Report

 

 

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Customer Retention KPI Assessment

An outcomes oriented analysis of existing Customer Retention  Key Performance Indicators analyzed against Industry Benchmarks and best practices.  All findings and performance enhancement recommendations are presented in context of industry "like peer" cohorts available in the RevOps   Key Performance Indicator Index.

  • Customer Retention KPI Analysis

  • Customer Retention Process Analysis

    • Existing customer agreement review

    • Renewal Notification Process

    • Organizational Roles and Responsibilities

  • Customer Loss Review and Analysis – Up to 5

  • SaaS Valuation KPI Review and Comparison Analysis

    • Gross and Net Renewal Rate Calculation Review

    • Customer Logo Renewal Rate Calculation Review

  • Customer Retention KPI Benchmark Comparisons

  • Customer Retention KPI Instrumentation

  • Industry Benchmark + KPI Assessment Report

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