GTM Diagnostic Book the audit

Hands-on sessions that fix the actual problem.

Small cohorts. Live data. Structured templates you populate yourself. You leave with a plan — not a presentation.

4–12 participants
per cohort
24h individual plan
delivery
3mo follow-up
check-in
2 formats — online
& on-site

You bring the problems. We build the answers together.

Every workshop runs on live data from the room. You complete a structured diagnostic on arrival. You leave with an individually prepared plan in your inbox within 24 hours.

1

QR check-in

Scan on arrival and complete diagnostic form

2

Live dashboard

Answers feed real-time dashboard

3

Facilitated session

Workshop runs on your data

4

Individual plan

Prepared within 24 hours

5

3-month check-in

Group + individual progress report

Pricing per spot

FormatGroup sizePrice per spot
Online1–4€200 / $220
Online5–8€175 / $195
OnlineFull cohort€150 / $165
On-site EMEA1–4€1,200 / $2,000
On-site5–8€800 / $1,200
On-siteFull cohort (up to 12)€650 / $1,000

All prices are per participant. Travel and accommodation for on-site workshops billed separately.

Open cohorts

Online · Global · Zoom

From Spreadsheet to System

2 hours IT services · MSPs

For IT SMB leaders still running revenue on spreadsheets. You’ll map your current process, align on CRM stages that reflect how you actually sell, and leave with a structured template ready to hand to your team.

Existing RevOps XL customers: complimentary · 1 cohort/quarter

Session Timeline

  • 00:00 — QR diagnostic check-in
  • 00:20 — Current state walkthrough
  • 00:45 — Deal stage definition
  • 01:15 — Template walkthrough
  • 01:45 — Open Q&A

Who’s in the room

  • Founders and MDs of IT SMBs
  • Sales leads and ops managers
  • MSP and IT service company owners
  • Tech solution providers

You leave with

  • Populated CRM migration template
  • Agreed deal stage definitions
  • Individual prepared plan within 24h
  • 3-month group + individual check-in
On-site · EMEA · 2 days

RevOps Foundations for Scaling IT Companies

2 days SaaS · IT consultancies

Two days of facilitated work on your revenue process. You’ll diagnose what’s breaking, align your team on how it should work, and leave with a template-based roadmap you built — and can act on immediately.

Existing RevOps XL customers: complimentary · 1 cohort/quarter

Day 1

  • AM: QR diagnostic + revenue audit
  • PM: Team alignment on process & standards

Day 2

  • AM: CRM framework template session
  • PM: 90-day action planning

Who’s in the room

  • Revenue and operations leaders
  • Scaling IT and SaaS executives
  • CRM and sales ops managers
  • Tech partners serving the IT sector

You leave with

  • Populated CRM framework template
  • 90-day action plan built by you
  • Individual prepared plan within 24h
  • 3-month group + individual check-in
On-site · EMEA · 1 day · Data Hygiene

Clean Data, Reliable Pipeline

1 day CRM admins · RevOps

For companies where the CRM is live but the data can’t be trusted. You’ll audit your own setup, agree on standards as a group, and leave with a governance framework your team built — so they’ll actually follow it.

Existing RevOps XL customers: complimentary · 1 cohort/quarter

1-Day Agenda

  • AM: QR diagnostic + data audit
  • L/AM: Field standardisation workshop
  • PM: Governance template build
  • EOD: Peer review + Q&A

Who’s in the room

  • CRM administrators and RevOps managers
  • Sales and marketing ops leads
  • IT leaders managing HubSpot or Salesforce
  • Data and systems consultants

You leave with

  • Completed data governance template
  • Agreed field standards for your CRM
  • Individual hygiene plan within 24h
  • 3-month individual data quality check-in
AK

Alexandra-Emily Kokova

Founder & Workshop Lead · RevOps XL

CRM Architecture Revenue Operations HubSpot Expert AI Workflows 10+ Years

Who leads the workshops

Led by a practitioner, not a consultant.

With over 10 years of experience in revenue operations, CRM architecture, and go-to-market strategy, Alexandra-Emily has helped IT companies, SaaS startups, and managed service providers build the systems that actually drive revenue. Every workshop is grounded in real implementation work — not theory.

Availability

EMEA On-site
North America On-site by special arrangement
Global Online via Zoom or Microsoft Teams

Pick the format that fits your team.

RevOps Foundations

On-site · EMEA 2 days Up to 12 Custom agenda

Pipeline Architecture

On-site · North America 2 days Up to 12 Special arrangement

CRM Audit & Roadmap

Online · Global Half-day Up to 8 Zoom or Teams

AI & Automation Readiness

Online · Global Half-day Up to 8 Zoom or Teams

The right mix changes everything.

We keep sessions between 4 and 12 participants. Small enough for real conversation. Large enough for cross-functional perspective. The best cohorts include a mix of roles — here’s who gets the most out of it.

Reserve your spot

Revenue & Sales Leaders

VP Sales · CRO · Sales Director

Own the pipeline targets and need the system to reflect how deals actually move.

“I finally stopped guessing what’s in the pipeline.”

Marketing Operations

MOps · Demand Gen · Marketing Ops Lead

Manage lead flow and need alignment between marketing activity and sales follow-up.

“We stopped blaming each other and fixed the handoff.”

RevOps & Sales Ops

RevOps Manager · Sales Ops · CRM Admin

Own the CRM and the processes around it — and need everyone else to follow them.

“I left with a framework my team actually adopted.”

Customer Success Leads

CS Lead · Head of Customer Success · CSM

Inherit the mess from sales and need clean data to onboard and retain effectively.

“Now I know what’s coming before it lands on my desk.”

Founders & CEOs

CEO · Co-founder · Managing Director

Know the revenue process is broken but need structured help to fix it without derailing the team.

“I got clarity on what to fix first — and what to ignore.”

CRM Admins

HubSpot Admin · Salesforce Admin · CRM Manager

Build what others spec — and need a seat at the table when decisions are made.

“For once, the people requesting changes understood the trade-offs.”

You leave with a plan, not just a presentation.

01

Aligned team

Cross-functional alignment on how revenue flows through your organisation — from lead to close to renewal.

02

CRM clarity

CRM governance that reflects how your team actually works — not how a vendor thinks you should.

03

Prioritised roadmap

A 90-day action plan you built yourself — with clear owners, milestones, and priorities.

04

AI readiness assessment

Understand where AI and automation can help your revenue process — and where it can’t.

05

Decision framework

Lasting self-sufficiency — a framework for making CRM and process decisions after the workshop ends.

06

Follow-up support

Post-workshop continuity — a 3-month group and individual check-in to keep momentum.

Tell us about your team.

Every workshop is built around your specific situation. Fill in the form and we’ll come back to you within 2 business days to discuss format, agenda, and logistics.

Workshops are a standalone engagement. You don’t need to be a current client.

On-site EMEA & NA · Online globally
Groups of 4–12
Response within 2 business days