We identify misfires in your revenue enginethen help fine-tune its performance.
Go from a rough-running revenue engine that’s backfiring, to full-throttle power.
Optiv8 Revenue Engine Assessments run the diagnostics, prioritize repairs and deliver a custom, precision optimization strategy — so revenue growth accelerates with you in the driver’s seat.
Optiv8 = Assess + Diagnose + Prioritize + Optimize + Guidance + Follow-up
TIER 1 — START THE PROCESS
Complete the REVENUE ENGINE SNAPSHOT ASSESSMENT
Free — TRY IT NOW!8 questions, one per Revenue Driver, each with 5 multiple-choice answers.
Done in under 5 minutes — at no cost.
Instantly Receive Your REVENUE ENGINE SNAPSHOT REPORT
INSTANTImmediately understand where your revenue engine is strong, where it’s misfiring and the highest-priority gaps to fix. Then, to understand the underlying strengths and weaknesses for each Revenue Driver, move on to a deeper diagnostic, next.
TIER 2 — REV IT UP!
Complete the REVENUE CAPABILITIES ASSESSMENT
$247 — BEGIN HERE40 questions across 8 Revenue Drivers — five Revenue Capability questions per Driver. This is where the real diagnostic precision lives. Takes approximately 30–45 minutes. Can be done at once or in parts.
Instantly Receive Your REVENUE CAPABILITIES DIAGNOSTIC REPORT
INSTANTA prioritized, capability-level analysis of your revenue engine. You’ll understand what’s broken, how badly, what to prioritize fixing and where to get some big wins.
TIER 3 — GO FULL-THROTTLE!
Complete the REVENUE ENGINE OPTIMIZATION ASSESSMENT
$2447 — BEGIN HERE40 questions across 8 Revenue Drivers — five Revenue Capability questions per Driver + add your own comments to provide deeper context for each of your answers. Invest 2 hours — change your company’s future.
Instantly Receive THREE FULL REVENUE ENGINE OPTIMIZATION ROADMAPS
INSTANTMost consulting engagements give you one expert perspective. We give you three — Optiv8 uses the world’s top AI models (Claude, GPT & Gemini) to independently analyze your Revenue Engine Assessment (see “Privacy” section below) — it’s the strategic equivalent of commissioning growth audits from McKinsey, Bain, and BCG, simultaneously. You then select the specific recommendations from each that best fit your vision, and these are synthesized into your custom Optimization Roadmap. Expert-level rigour, delivered in hours, not months, and at a fraction of the cost.
Debrief & Next Steps Call
INCLUDED — AT YOUR CONVENIENCEA guided walkthrough of your Optimization Plan — together. We’ll clarify priorities, answer your questions, and ensure you leave with complete confidence in your path forward. Then, you can execute your plan using your own internal resources. If you would like some support, vetted implementation specialists are available from our Partner Network — always optional, never obligatory.
Follow-Up Assessment
TIER 3 ONLY — Included — 180 DAYSAny time beginning 180 days after receiving your Revenue Engine Optimization Roadmap, you can check in on your progress by re-taking the 40-Question Assessment and receive an updated Revenue Engine Optimization Roadmap.
COMPARE SERVICES
Each tier builds on the last — from free directional snapshot, to full diagnostic, to bespoke optimization roadmap.
(with privacy protections — see privacy section below)
+ Gemini 3.5 or Grok 4.5
(select 3 models)
WHAT TO EXPECT
The roadmap through the process, start to finish:
1 CREATE YOUR ACCOUNT
Enter your name, company, email & password — for pausing and continuing the assessment later at your convenience.
2 TAKE THE ASSESSMENT
Each question in the assessment has 5 multiple-choice answers PLUS add details or context in the Full-Throttle Optimization Assessment.
3 PROVIDE PAYMENT
Simple and easy — pay by credit card, then immediately download your personalised Revenue Engine Report.
4 VIEW YOUR REPORT
Once generated, you can view right away, download it, or have it emailed to you. It’ll be available for as long as your account is active.
TRANSPARENCY → PRIVACY → TRUST
Optiv8 is built for companies with traction, but need a stronger, more reliable, and more scalable revenue engine.
We’re a fit for SaaS, tech-enabled services, professional services, business services, financial services, managed services, agencies, healthcare services, and other complex B2B & B2C businesses.
The best fit is companies with $3M to $50M in annual revenue — although fit depends more on your stage, growth challenges and ambitions, than on size alone.
Ultimately, we focus less on your exact industry or company size and more on your current circumstances.
The real question is whether your revenue engine is ready for what’s next.
When it’s the right time
Growth Friction
The Founder’s Ceiling
The founder is still at the center of too many deals, and growth will not scale until that changes.
The Growth Plateau
Revenue has stalled, and you need to identify the structural cause so you know what to fix first.
The Inconsistency Problem
Pipeline and results are unpredictable from month to month, making planning, forecasting, and execution harder than they should be.
Underperforming Growth Investments
You’ve invested in sales headcount, marketing, or tools, but your results are still missing the mark. You need to know why before spending more.
Leadership Transitions
The First Revenue Hire
You are about to hire your first revenue leader and want to give them a stronger foundation and a clearer roadmap.
The New Revenue Leader
A new CRO, VP of Sales, or CEO has just arrived and needs a rapid, rigorous audit of what’s working, what isn’t, and where to focus first — before making major moves.
Strategic Milestones
The Growth Investment Decision
You’re preparing to raise capital, make key hires, or invest in marketing, tools or partnerships. You want
diagnostic clarity before committing resources — not after.
The Performance Mandate
Investors, a board, or a private equity sponsor want better revenue performance and need a structured, evidence-based framework — not guesswork.
The Pre-Exit Opportunity
You are thinking about a sale, recapitalization, or private equity process in the next 2 to 5 years and want a high-performing, systemized, transferable revenue engine that strengthens valuation readiness and business value.
If one or more of these sounds familiar, start with the Free Snapshot Assessment.
In under 5 minutes, you’ll get a clearer view of where your revenue engine is strong, where it is breaking down, and what to prioritize next.
Try the Free 8-Question Snapshot Assessment →TRANSPARENCY → PRIVACY → TRUST
It is our foundational belief that full transparency on the methods used to generate your reports and what we do to protect your privacy is essential.
We’ll be up front — you shouldn’t use our system if you have any concerns about TRUST in how it works and what’s being done with your data. But if we’ve shown you below that the system CAN be trusted, then we’d love to perform our services for you and your company.
TRANSPARENCY → Have a Look Under the Hood
Have a look at the engine that drives our Revenue Engine Reports. This is exactly what you get, and how it’s made.
← View An Actual Report + What the AI Generates
Wherever you see this message below in the report — this is where the AI generates its analysis of each segment — everything else is algorithms creating the scores and a template displaying the content.
Your personalized analysis for this section is being prepared and will appear here shortly.This box in the demo report indicates where the AI generates its content.
View Demo Snapshot Report →PRIVACY → How We Protect Your Privacy & Data
Here’s an overview of what you give us — VS — what we give the AI, and how we protect you.
| Data Category | Content in AI Payload | Re-identification Risk | Privacy Risk Mitigation |
|---|---|---|---|
| Direct Identifier | Company Name: The company name you entered when you create an account. | Highest — absolute identifier. | MITIGATED: We DO NOT send the company name — we send a pseudonym (e.g.: ClientOrg_A) then replace it with your company name for the report output. |
| Quasi-identifiers | Secondary Data in Assessment: Industry, revenue range, employee count, business model, assessment reason. | Very Lowest — slightly higher when in combination (especially niche industries). | No mitigation required. |
| Behavioral / Opinion | Respondent’s Answer: Multiple-choice answer per question. | Very Low — higher with profile details. | No mitigation required. |
| Computed Scores | Pre-computed Data: Driver scores, bands, capability score, normalization score, driver gap, priority index. | Very Low — commercially sensitive for Optiv8. | No mitigation required. |
| Added Context | Contextual Answers: Sensitive contextual answers user provides for each revenue capability. Tier 3 Optimization Assessment ONLY. | Very High — especially if user enters sensitive Intellectual Property information, specific names, brands or labels, or company strategy information. | REDUCED: 1) A prominent alert near the content input field warning respondent NOT to enter sensitive Intellectual Property, specific names, brands, labels, or company strategy information. 2) A required final consent checkbox that user acknowledges knowing the risks that AI is used to generate the report and our mitigations — before beginning the assessment. |
TRUST → You Are In Full Control
We give you the tools to take control of your data and sensitive inputs. And we NEVER share it — with ANYONE. EVER.
Fix the rough-running and backfires so you can be at full-throttle.
Get a clear, prioritized action-plan for optimizing your revenue engine, built bespoke for your business — in under an hour.
Not ready for the full assessments?
Try the FREE 8-question Snapshot Assessment first →