
Set up your revenue operations process by prioritizing initiatives, building an intake system, and creating roadmaps; run a company-wide session and plan the first 30, 60, 90 days.
Why is prioritization needed?
Learn simple prioritization models for revops in startups, using impact, effort, and change management to rank initiatives, and apply problem–opportunity statements, automation, and dashboards to improve response and conversion.
Listen to stakeholders and customers in the first 30 days to understand the revops process. Audit the tech stack, execute easy wins, and align metrics with dashboards.
Track sales velocity by monitoring engaged data: created opportunities, their value (ACV, IRR, TCV), closed deals, and the average sales length and amount across periods, with six reports.
Map the customer journey across marketing, sales, and onboarding to ensure a positive experience. Collect data from day one to piece the journey together through touchpoints and assess asset ROI.
Set quarterly initiatives with stakeholders to become a trusted advisor, secure sign-off and input from leadership, and align on a playbook and a practical Revops checklist.
Explore how recording meetings and AI analysis of transcripts reveal deal insights, enable precise follow-ups, and streamline CRM data with Fathom Video and HubSpot.
Discover hubspot's sales workspace and its guided selling features that prioritize tasks with guided actions, while analyzing deal scores, engagement, and buyer goals to inform pipeline reviews.
A course for Revenue Operations professionals to succeed in their job (Startups/smaller companies), and for people looking to become more systematic in their RevOps roles.
This course is for you if:
1-3 years in RevOps and looking to expand on knowledge and foundation.
Your company is size 1-150, or revenue operations leaders who are a one-man band or 1-5 in their team.
Is new at the company and wants to have a strong start.
Need a more systematic approach to RevOps, so that you can exit constant firefighting mode.
Before course state: You are constantly in reactive mode, spending most of your time on reports and fixing system issues, without working on tasks that contribute to progress.
After course state: Your RevOps department has a framework to prioritize incoming requests. You can use data to tell compelling stories and focus on initiatives that will help the company grow its revenue.
The course will cover:
1. Introduction to Revenue Operations.
Definition and overview of revenue Operations.
Importance of revenue operations in a company.
Key skills to learn.
Org chart.
How to organize your RevOps department.
Who do you report to? PROs and CONs.
Summary and key takeaways.
2. Setting up your own RevOps Process.
RevOps Prioritization.
Intake System.
RevOps Roadmaps.
Run a “what is RevOps session” in your company.
First 30/60/90 days in your new role.
Summary and key takeaways.
3. Data Management
Key Data Reports.
Sales Velocity.
Website and MQLs
Data glossary.
Mapping the customer journey.
Summary and key takeaways.
4. Working with stakeholders.
Setting up Quarterly initiatives.
Creating a Playbook with your Stakeholders.
What is a playbook and what can it contain?
Why you need support and alignment to build a playbook.
Summary and RevOps checklist.