Running Functional Audits
Deep Dives by Department
How to conduct thorough audits of Marketing Ops, Sales Ops, CS Ops, and Data/Systems. Checklist-driven methodology for comprehensive assessment.
90 minutes
5 sections
Learning Objectives
- Conduct a Marketing Ops audit
- Conduct a Sales Ops audit
- Conduct a CS Ops audit
- Conduct a Data & Systems audit
- Synthesize findings across functions
Chapter Sections
5.1
Audit Methodology
Preparation, execution, documentation, and follow-up.
5.2
Marketing Ops Audit
Lead management, attribution, campaigns, and sales alignment.
5.3
Sales Ops Audit
Pipeline, forecasting, productivity, and compensation.
5.4
CS Ops Audit
Onboarding, health scoring, renewals, and expansion.
5.5
Data & Systems Audit
Tech stack, integrations, data quality, and governance.
Exercises
Mini Audit
Complete one functional audit for your organization and document findings.
Cross-Functional Synthesis
Identify three issues that span multiple functions and propose unified solutions.
Previous
Assessing RevOps Maturity
Next
Root Cause Analysis