Revenue Engine Assessment | MetaGrowth Ventures

Section 1 of 6 — Company Profile

Let's start with the basics

This helps us calibrate your results to your actual situation.

First Name *

Last Name *

Company Name *

Your Role *

Email *

1 What is your current annual revenue?

Under $1M

Pre-revenue or early-stage

$1M – $3M

Early traction, growing team

$3M – $10M

Established, scaling challenges

$10M – $40M+

Scale-stage, leadership complexity

Please fill out all required fields and select your revenue range.

Section 2 of 6 — Pipeline Maturity

How predictable is your pipeline?

Pipeline visibility is often the first signal of infrastructure health.

2 How would you describe your current pipeline?

Inconsistent — feast or famine

Revenue varies wildly month to month with no real pattern

Somewhat consistent

Some months are strong but I can't reliably predict the next 90 days

Mostly predictable

I have a reasonable sense of what's coming but forecasting isn't airtight

Highly predictable

Strong pipeline visibility and disciplined stage-by-stage forecasting

3 How do most new clients come in today?

Referrals only

Outbound prospecting

Inbound / marketing

Mix of channels

Please answer both questions before continuing.

Section 3 of 6 — Sales Infrastructure

What's under the hood of your sales operation?

Infrastructure gaps are the most common — and most fixable — root cause of inconsistent growth.

4 How would you describe your current sales process?

No defined process

Every deal is handled differently — it's all in my head or relies on individual rep style

Informal / partially documented

Some steps are understood but there's no written playbook or enforced methodology

Documented but inconsistently followed

A process exists on paper but reps don't consistently follow it

Fully defined and enforced

Clear stages, KPIs, and accountability built into CRM and daily rhythm

5 How is your CRM currently used?

We don't use one

Basic contact storage only

Some reps use it, some don't

Full pipeline tracking + reporting

6 Do you have defined KPIs and rep accountability metrics?

No — we track revenue only

Informal targets exist

Some KPIs, inconsistently reviewed

Full KPI dashboard, reviewed weekly

Please answer all questions in this section.

Section 4 of 6 — Talent & Team

Tell us about your sales team

Talent density and hiring quality directly determine your execution ceiling.

7 How many dedicated salespeople do you currently have?

None — it's just me

Founder-led sales

1–3 reps

Small early team

4–10 reps

Growing team

10+ reps

Established team

8 How would you rate your overall sales hiring success?

Mostly failed hires

High turnover, underperforming reps, expensive mistakes

Mixed results

Some good hires, some bad — inconsistent vetting process

Mostly solid hires

More hits than misses but ramp time and onboarding could be stronger

Strong hiring track record

Structured vetting, fast ramp, and high retention

9 Are you currently trying to hire salespeople or planning to in the next 90 days?

Yes — actively hiring now

Yes — planning in next 90 days

Maybe — depends on results

No — not right now

Please answer all questions in this section.

Section 5 of 6 — Leadership & Execution

Who owns revenue in your business?

Leadership structure is the single biggest driver of forecast accuracy and execution quality.

10 Who currently leads your sales effort?

Founder / CEO — it's mostly me

Revenue depends on my personal relationships and involvement

Shared between founders and a few reps

No single owner — accountability is distributed and fuzzy

Sales manager or team lead

Someone manages the team but lacks VP/CRO-level strategic authority

VP of Sales or CRO

Dedicated revenue executive with full ownership of strategy and execution

11 How often does your team meet for structured sales reviews?

Rarely or never

Monthly

Weekly

Daily / multiple times a week

12 Do you feel your team is operating at full capacity or are bandwidth constraints limiting growth?

Yes — major bandwidth constraint

We need execution support urgently

Somewhat — stretched thin

We're managing but it's not sustainable

No — capacity isn't the issue

The issue is quality, not volume

Not sure — hard to tell

Please answer all questions in this section.

Section 6 of 6 — Goals & Priorities

What does success look like for you?

The last step — tell us what you're trying to fix and we'll match you to the right path.

13 What is your primary growth goal over the next 12 months?

Build a reliable, predictable pipeline

Stop relying on referrals and word of mouth

Install a proper sales operating system

Process, CRM, KPIs, forecasting, accountability

Build and scale the right sales team

Hire better, ramp faster, retain longer

Install revenue leadership

Someone who owns outcomes, not just reports on them

Outsource or augment execution

Done-for-you sales motion without building everything internally

14 What is your biggest obstacle to growth right now? (select all that apply)

No repeatable sales process or playbook

Failed or underperforming sales hires

Revenue depends too heavily on me (founder dependency)

Inconsistent pipeline — can't forecast revenue

No dedicated sales leadership or accountability structure

Not enough bandwidth to execute consistently

CRM and reporting not set up or being used

15 How quickly are you looking to make a change?

Now — this is urgent

Within the next 90 days

Planning for next quarter

Exploring options right now

Please answer all required questions.

Diagnose Your Revenue Engine
in 3 Minutes

Let's start with the basics

How predictable is your pipeline?

What's under the hood of your sales operation?

Tell us about your sales team

Who owns revenue in your business?

What does success look like for you?

Score Breakdown by Category

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–

Ready to fix this?

Diagnose Your Revenue Enginein 3 Minutes

Let's start with the basics

How predictable is your pipeline?

What's under the hood of your sales operation?

Tell us about your sales team

Who owns revenue in your business?

What does success look like for you?

Score Breakdown by Category

–

–

Ready to fix this?

Diagnose Your Revenue Engine
in 3 Minutes