Founders, CEOs and commercial leaders of B2B technology businesses, from first customers to scaling, who feel revenue is stuck or can't agree where to focus. It also suits advisers and investors who want a quick, structured read on a business.
Free AI skill · Strategy
Rev-IQ Commercial Engine Scorecard
Find the one revenue lever to fix this quarter.
Scores your business on the five levers that drive B2B technology revenue, using your own evidence, then names the single constraint holding growth back, with the change to make in the next 90 days.
Get the skill
Choose your AI platform. You'll get the skill file and a step-by-step install guide.
Interviews you across acquisition, conversion, pricing, retention and expansion, scores each lever 1 to 5 against a fixed rubric, and names the constraint to fix first, how you'll know it worked and what to leave alone for now.
Rev-IQ's framework The 5 Levers That Actually Drive SaaS Revenue, and its SaaS Growth Model Worksheet.
15 to 20 minutes and honest figures on lead sources, win rate, pricing, churn and expansion. A P&L or CRM export helps but isn't required. Not for: Building a financial model or coaching individual deals.
How it works
What happens when you run it
- Describe your business, or share a P&L, CRM export or board pack.
- It asks only the questions it can't answer from what you've shared, one lever at a time.
- Each lever is scored 1 to 5 on evidence, not intentions. Gaps in the evidence are named.
- You get the one constraint to fix this quarter, how to measure it and what to leave alone.
Try asking: "Revenue feels stuck and I'm not sure where to focus. Score our commercial engine."
It runs inside your own AI account. Nothing you enter is sent to Rev-IQ.
Sample output, abridged
Commercial engine scorecard: Northwind Rostering
| Lever | Score | Evidence |
|---|---|---|
| Acquisition | 3 | About 14 qualified prospects a month from referrals, an association and LinkedIn |
| Conversion | 3 | About one in six convert in roughly ten weeks; deals stall on payroll integration questions |
| Pricing | 2 | Copied from a competitor and never tested; consistent pushback on the setup fee |
| Retention | 2 | Nine customers lost since April, reasons guessed; drop-off at four to six months |
| Expansion | 3 | Some multi-site expansion, mostly unprompted |
Your constraint: Retention
Northwind adds about two customers a month and is losing about two, so new bookings are erased as fast as they arrive. More leads or a price change would pour into the same leaking bucket.
This quarter: an exit conversation with every customer lost since April, then a standard onboarding with a 90-day adoption check. Leave alone for now: the pricing review and new channels.
Northwind Rostering is a fictional 30-customer software business used to test every Rev-IQ skill. Your output will reflect your own information.
Install
Add it to your AI assistant in two minutes
Each platform has its own download, so choose yours in the form above. The install guide is included with every download.
Claude
Free, Pro, Max, Team and Enterprise plans, with code execution switched on.
- Go to Customize, then Skills.
- Select +, then + Create skill, then Upload a skill.
- Choose the .zip file you downloaded and check the skill is switched on.
On Enterprise, an organisation owner turns on Skills and code execution first.
Claude install guide (PDF) →ChatGPT
Business, Enterprise, Healthcare and Edu workspaces. Personal Free, Plus and Pro plans don't currently include skill uploads.
- In the sidebar, select Plugins, then the Skills tab.
- Select Create, then Upload from your computer.
- Choose the .zip file you downloaded. Type @ in a chat to run it.
On Enterprise and Edu, a workspace admin may need to enable skill uploading.
ChatGPT install guide (PDF) →Perplexity
Any plan that includes Computer: Pro, Max, Enterprise Pro and Enterprise Max.
- In Computer, go to the Skills page.
- Select Create skill, then Upload a skill.
- Drag in the .zip file you downloaded. It's ready in your next task.
Use the Perplexity download. It's packaged differently from the other two.
Perplexity install guide (PDF) →
Want it applied with judgement?
See the commercial diagnostic
The skill gives you a structured first read
If you want someone to work through the evidence with you and agree the priorities, Rev-IQ runs a short commercial diagnostic.
More free AI skills
Free to use for your own business under the Rev-IQ Terms of Use. Outputs are general guidance based on the information you provide, not financial, legal or professional advice, and results aren't guaranteed. Claude is a trademark of Anthropic, ChatGPT of OpenAI and Perplexity of Perplexity AI. Rev-IQ isn't affiliated with or endorsed by them.