Revenue Generation Assessments
Plan for a future of profitable growth
Comprehensive Brand, Marketing, & Sales Revenue Generation Assessment
Taken together, your brand, marketing, and sales are the gears in your revenue engine. A comprehensive revenue generation assessment gives you a clear picture of opportunities you might have left on the table. And it gives you the information you need to set priorities, invest resources, and plan for a future of profitable growth—with sustainable competitive advantages.
What generates revenue?
Your brand
Defines how what you are bringing to market is different, relevant, believable, and offers lasting value.
Your marketing
The effort behind how you find customers, build awareness and preference, create experiences, motivate a desire to buy, and reinforce a positive image.
Your sales effort
As a B2B company with a team of sales reps or a B2C consumer brand working through brokers and distributors, your sales effort drives purchases.
Why conduct a comprehensive
revenue generation assessment?
The insights developed through the assessment give you what you need to identify and better understand the following:
- opportunities for efficiencies and cost savings
- what processes can be transformed
- various stakeholder inputs (internal and external)
- how better to align team resources, understanding each person’s strengths and weaknesses
- tools and technologies needed to transform the process
- insights into competitor strategies, capabilities, activities, and where the open opportunities are
- priorities for budgets, projects, products, and future investments
- aligning sales and marketing teams around strategies and growth plans
Having an outside firm evaluate your existing branding, marketing, and sales opportunities and organizations allows you to see the gaps, develop new ideas for growth, and gives you a prescriptive set of priorities and best practices to assist you and your teams put insights into action.
Assessment Benefits
Objective Insights
- An objective and big-picture perspective of where you are now
- Insight on gaps and opportunities you are missing
- A vision of what you can achieve with a clear path forward
- An understanding of competitive threats and how to thwart them
Clear Plan of Action
- A prescription to grow revenue, market share, and profit margins
- The ability to set priorities and plan investments
- Clarity for structuring sales efforts and marketing strategies
You will be able to save time, energy, and money, spending when, where, and how it matters most.
What is involved in a comprehensive assessment?
Everything that matters. We dive into the details of various aspects of your brand, sales, and marketing. Consider it a 7-point revenue engine check to make your business hum.
01
Audience interviews
We create custom questionnaires for pertinent audiences for your company/organization. Then, we interview key audiences such as: decision-makers, employees, customers, past customers, prospects, opinion leaders, and regulators to gather their perspectives on your brand, marketing, and sales efforts.
02
Customer analysis
With a combination of manual and AI-assisted research, we analyze your target audience trends, needs, wants, opinions, thoughts about your company, product, services, and your competition. What unmet needs do they have? What is their buying process? How do they make decisions?
02
Customer analysis
With a combination of manual and AI-assisted research, we analyze your target audience trends, needs, wants, opinions, thoughts about your company, product, services, and your competition. What unmet needs do they have? What is their buying process? How do they make decisions?
03
Competitive audit
How do competing companies’ message and go to market? How are they winning? Where are they weak? What opportunities are being missed?
04
Brand evaluation
You need to know the strengths and weaknesses of your brand verbally and visually. How is your brand different? How is it relevant? How believable is it? What does the future hold in terms of your brand maintaining a valued and relevant, believable difference? How is it messaged? What does it look like—considering logo, colors, graphics, photography, video, iconography, illustration, and more?
04
Brand evaluation
You need to know the strengths and weaknesses of your brand verbally and visually. How is your brand different? How is it relevant? How believable is it? What does the future hold in terms of your brand maintaining a valued and relevant, believable difference? How is it messaged? What does it look like—considering logo, colors, graphics, photography, video, iconography, illustration, and more?
05
Marketing communications and tactics
What is your messaging? What content are you creating? What media are you using? How do these efforts track with and support the scattered non-linear buying journey? What is the engagement process and its effectiveness? How well are your tactics, from email to social media to events to advertising work together? Is your content being viewed?
06
Marketing technology and tools
What technologies are your teams using? What metrics are they tracking? What can be automated?
06
Marketing technology and tools
What technologies are your teams using? What metrics are they tracking? What can be automated?
07
Sales structure and enablement
How is your sales force organized and incentivized? How do they use the brand and marketing? How do they track customer interactions?
Setting up your comprehensive assessment
We work with you to right-size the assessment process to fit your goals, your timeframe, the nature of your business, and your budget. We make the process as easy for you as possible.
- Written documentation and assessment of each of the 7-point assessment areas
- Raw findings and background detail
- Executive summary
- Recommended action steps, timing, and budget
- Metrics for tracking progress across each of the assessment areas
Getting started is easy.
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