Revalytics · Certification
One system. Four people who own it.
Revenue moves through marketing, operations and the books. Each part needs a clear owner.
The four certifications define who owns what, so nothing gets lost between teams.
Free. All four. For your team and the agencies, coaches and advisors who support them.
The four positions
Four experts. One board between them.
These are not tiers you climb past. They are four different jobs on the same system. Two are held inside the business. Two are held by its partners.
Inside
Owner · GM
Revenue Analyst
Reads the board and makes the call. Knows what is at risk this week, not what happened last month. Inside the business.
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Revenue recovery
Revenue Recovery Specialist
Works what went cold before the window closes. The position most shops do not have, and the one the money walks through. Inside the business.
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Partner
Marketer
Performance Specialist
Answerable for what the spend produced, in booked revenue rather than leads. Usually an agency or an in house marketing lead. Approved separately, and held by you rather than your firm.
View the level
Coach · Advisor
Certified Architect
Installs the system, certifies the people who hold it, and reads every shop from the same board. Approved separately, invite only, and held by you rather than your firm.
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Everyone starts in the same place.Learning to read the board.
Revenue Analyst is the foundation under all four, and it begins with the free Revenue Intelligence class. A marketer or a coach holds it too, because you cannot advise on a system you have not operated.
The thinking
A platform is only as good as the operator running it.
Most platforms ship and hope. Revalytics ships and trains. The platform earns its keep when somebody in the business is certified to run it. The certification path is how that standard scales beyond the first shop.
01 · A standard, not a restriction
Run on real time truth.
Certification is a commitment to operate on real data instead of gut feel. Read the scorecard. Trust the alerts. Make the call. The credential formalizes the discipline, and the discipline drives the result.
02 · Earned, not granted
Demonstrated proficiency.
Every credential requires passing an exam. Every renewal requires a fresh assessment. The Architect designation requires both a written exam and an applied assessment. The standard moves with the product, and so does the certification.
03 · Recognized across the network
A common language.
Operators, marketers, agencies, coaches. When everyone reads from the same scoreboard with the same vocabulary, signal compounds. The certification makes the vocabulary verifiable.
Who holds what
Two inside, and two partners.
Inside
- Revenue Analyst. The free class, then a worked example. One person reads the board and runs the daily scorecard.
- Revenue Recovery Specialist. Recovery 1 and 2 on top, then a worked example on a live queue. Their job is the callback queue and the estimate follow ups.
- In a small shop one person holds both. The recovery work still has to be somebody’s job.
- Both run against your own board, so they need the platform behind them.
Partner
- Performance Specialist. The marketing credential. Held by the agency or the marketing lead, not by an operator.
- Certified Architect. The senior advisory credential. Invite only, by application, with a two phase assessment.
- Approved separately from a subscription, free, and there is no software to buy.
- Held by you rather than your firm, and it travels with you.
- Access to a client’s board is granted by that client, and withdrawn by them.
A marketer or a coach still holds the operator levels.You cannot advise on a system you have not operated.
Common questions
Asked and answered.
Do I need to be a Revalytics customer?
For the operator certifications, yes. Revenue Analyst and Revenue Recovery Specialist are run against your own board, so they need the platform behind them. The Revenue Intelligence class is free and open to anyone, and it is where both certifications start. The partner certifications run through the partner program, which is a separate approval.
I am a customer. What does this mean for me?
You name a Revenue Analyst and a Revenue Recovery Specialist. One person can hold both in a small shop, but the recovery work has to be somebody's job rather than an extra duty. Both are free for operators, and we help identify who fits each role. The partner certifications are not part of your onboarding.
What does the path actually involve?
Classes and a worked example, not a reading list. Revenue Analyst is the Revenue Intelligence class plus one example. Revenue Recovery Specialist adds Revenue Recovery 1 and 2 and an example on a live queue. The partner certifications carry their own applied assessments.
Why annual recertification?
Because the standard moves with the product. As Revalytics ships new functionality and the timing models evolve, certified holders complete a short update assessment to maintain active status. For customers, the annual update is included.
What if my certified champion leaves?
The credential travels with the person, not the company. You designate a new champion and they complete the curriculum during the transition. Customer success supports the handoff so the standard does not break in the gap.
What happens if someone fails the exam?
Each certification has a passing grade and you get three attempts. If you do not pass on the third, the account is reviewed. That conversation usually ends with additional onboarding support, a different team member earning the credential, or an extended timeline.
How do I share my credential once earned?
Three ways: add the digital badge to LinkedIn, link the verification page from your bio or email signature, or share the PDF certificate. The verification link is public, so anyone can confirm the credential is current and valid.
Is this the same as the Signal Club qualification?
No. Revalytics certification is how a trade business installs the position that owns revenue recovery, and how partners are approved to support it. The Signal Club qualification is a separate assessment for membership of an independent research network, and it requires no software purchase.
Partner application
Two of the four levels are held by partners.
See the partner terms before you apply.
Agencies, in house marketing leads and consultants earn the Performance Specialist and Certified Architect levels. Both sit inside the partner program.
Who this is for
- Agencies running demand for trade businesses
- In house marketing leads inside a trade business
- Consultants and coaches advising trade operators
We read every application and reply personally. Tell us who you work with and we will tell you whether this fits.
The two partner levels
Performance Specialist
Approved separately, and held by you rather than your firm.
Certified Architect
Approved separately, invite only, and held by you rather than your firm.
Start here
The path starts with the class.
Revenue Analyst begins with the free, live Revenue Intelligence class. It is the same class anyone can attend, and it is where the shared vocabulary comes from. Attend it, complete the worked example, and you hold Level 1.
Revenue recovery is a position, not a process. This is how you fill it, and your recovery rate is how you know it worked.
Free for operators · open to approved partners · annual recertification · self paced online
Or watch it happen first: the Recovery Game · 10 seconds · no email needed