A structured path from gut instinct to a prioritized plan.
Optiv8 replaces guesswork with a diagnostic-led process. Here’s how it works from start to finish.
Take the Free Snapshot Assessment
8 questions. Under 5 minutes. One question per Revenue Driver. You’ll get a directional read on where your revenue engine is strong and where it’s leaking — at no cost.
Receive Your Snapshot Report
A directional summary of your revenue engine’s strengths and highest-priority gaps across all 8 Drivers — enough to understand where the leverage is.
Complete the Full Revenue Engine Assessment
40 questions across 8 Revenue Drivers — five capability-level questions per Driver. This is where the real diagnostic precision lives. Takes approximately 30–45 minutes.
Receive Your Gap Analysis & Optimization Plan
A prioritized, capability-level analysis of your revenue engine — with a sequenced, actionable Optimization Plan built specifically for your business. Not a generic score. A roadmap.
Debrief & Next Steps Call
A 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. If useful, vetted implementation specialists are available — always optional, never obligatory.
Two ways in. One destination.
Whether you start free or go straight to the full diagnostic — both paths lead to the same outcome: clarity on what to fix and in what order.
Two documents. One clear path forward.
The full assessment produces two distinct, named outputs — not a PDF of scores and a vague recommendation to “invest in sales.” A real plan.
Gap Analysis
A capability-level diagnostic across all 8 Revenue Drivers. Identifies exactly where the gaps are, how significant each gap is, and the logical sequence in which they should be addressed.
Sequencing is not an afterthought. It’s a named deliverable. You’ll know what to fix first — not just what’s broken.
Revenue Engine Optimization Plan
The prioritized, actionable “how-to” guide for closing the gaps identified in your analysis. Specific. Structured. Built for your business — not adapted from a generic template.
This is what you hand to your team — or use in your Debrief Call to decide your next move with confidence.