RevOps maturity scan
12 questions, 3 minutes. An instant score on process, data, team and AI, with advice per pillar.
Free resources
Whitepapers, checklists and tools for RevOps, CRM and AI
Everything we learn in practice, bundled into practical downloads and tools. Free, with no sales pitch.
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Revenue leak calculator
Work out in one minute how much revenue slow or forgotten lead follow-up costs you each year.
HubSpot or Dynamics 365? The B2B selection guide
An independent guide to making the right CRM choice: no sales pitch, just the questions that actually matter in practice.
RevOps in 90 days: the step-by-step plan for B2B
From separate departments to one revenue engine in three months. A concrete plan you can start tomorrow.
AI in sales & service: 12 applications without the hype
Twelve applications that work today in HubSpot, Dynamics 365 or with custom builds. For each one: the impact, the data you need and the complexity.
The CRM migration checklist (60 points)
Migrating to HubSpot or Dynamics 365, or between the two? These 60 checkpoints help you avoid the usual surprises.
Lead follow-up audit: from 8 hours to 1 hour
At Hedin Automotive, lead follow-up time went from 8 hours to 1 hour. This self-audit shows you in fifteen minutes where your leads get stuck.
Lead scoring & pipeline definitions (Excel)
The worksheet that lets you agree lifecycle stages, the scoring model and deal stages with marketing and sales in a single session.
30-minute intro call
Talk your question through with Rick. You'll get honest first advice, even if we don't end up working together.
Rather talk it through?
Book a free 30-minute intro call. Together we'll look at where the quickest wins are.