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B2B SaaS & RevOps Audit
For software companies scaling annual recurring revenue (ARR). Audits product-led vs sales-led funnels, demo-to-trial conversion, LinkedIn/Google Search demand capture, and RevOps tracking.
Thanks. Your answers are in.
We review every response and reply with a written diagnostic within 2 working days.
What happens next.
Read
Our senior strategists read every single answer. No automated bots or fake scores.
Audit
We produce a written audit identifying leakages, ad waste, and growth upside within 2 working days.
Priorities
We map out the exact first 3 tests or sprint actions we would execute and why.
Call
If there is mutual commercial fit, we review the findings live on a 30-minute growth roadmap call.
The complete discovery questions and why each matters.
We believe in complete transparency. Below is the full set of diagnostic questions our agency uses when auditing commercial growth. Use this as an internal team checklist or submit above for our written audit.
What is your Customer Acquisition Cost (CAC) Payback Period in months across your primary acquisition channels?
Why this matters: Healthy SaaS businesses maintain a CAC payback period under 12 months, allowing capital to recycle rapidly into customer acquisition.
What percentage of website demo requests convert into completed, held meetings with an Account Executive?
Why this matters: Ghosting rates on demo bookings often exceed 30% without instant calendar scheduling and automated calendar reminders.
How long is your average sales cycle from first qualified touchpoint to signed contract?
Why this matters: Cycle duration informs whether paid media budgets should focus on direct conversion or account-based retargeting across the buying committee.
What is your monthly gross revenue churn and annual Net Revenue Retention (NRR)?
Why this matters: Pouring ad spend into a leaky product bucket with sub-100% NRR destroys enterprise value; retention issues must be surfaced early.
Are you bidding on high-intent 'Alternative to [Competitor]' and '[Category] software' Google Search queries?
Why this matters: Competitor alternative and category comparison search queries represent buyers with immediate budget actively evaluating solutions.
Do you run Matched Audiences targeting specific company accounts and seniority titles on LinkedIn?
Why this matters: ABM company list targeting ensures expensive LinkedIn impressions are served only to organizations with legitimate procurement need.
Is your CRM (HubSpot, Salesforce) synchronized with ad platform conversion APIs for pipeline value tracking?
Why this matters: Optimizing campaigns for Opportunities and Closed-Won revenue rather than raw signups prevents flooding sales with junk leads.
Does your website maintain authoritative technical product documentation and comparison guides?
Why this matters: Organic search guides answering complex technical implementation queries build durable pipeline that reduces reliance on paid ads.
For self-serve models, what is your signup-to-activation rate within the first 48 hours?
Why this matters: If new trial signups fail to reach their 'aha' moment quickly, conversion to paid plans remains permanently depressed.
What is your target ARR milestone for the next 12 months, and how many new SQLs are required per month?
Why this matters: Aligns marketing pipeline generation, paid media budget sizing, and SDR hiring milestones with revenue goals.
Questions, answered first
What is a B2B SaaS audit questionnaire?
A comprehensive SaaS diagnostic evaluating GTM motions, ACV economics, demo conversion rates, search competitor capture, and RevOps data layer alignment.
How does DesignScript scale B2B SaaS pipelines?
We deploy high-intent competitor comparison search campaigns, LinkedIn ABM account matching, and full-funnel RevOps integrations tracking closed ARR.
What happens after submitting this questionnaire?
Our SaaS growth architects review your metrics and deliver a written pipeline diagnostic within 2 working days.