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What are some templates/resources you'd recommend as a jumping-off point?

Daniel Lambert
Daniel Lambert
dbt Labs Director of Marketing OperationsMarch 16

Here are some of my favorites templates/resources

  1. OpsCast Podcast (https://marketingops.com/podcasts/)
  2. OpsStars Conference (https://www.ops-stars.com/)
  3. Operations with Sean Lane (https://operationspodcast.drift.com/public/13/Operations-43678)
  4. RevOps Podcast (https://www.revenue.io/revops-podcast)
  5. Marketing Ops Professionals Slack Group
  6. Darrell Alfonso - Linkedin (https://www.linkedin.com/in/darrellalfonso/)
  7. Chief Martec (https://chiefmartec.com/)
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Zeina Marcotte
Zeina Marcotte
LinkedIn Director Sales Strategy and Operations, North America, LTSAugust 20

I usually break up my plan for my first 30/60/90 days across strategy, operations, technology & data and team & talent.

There is a template I created attached at the top of this AMA, also Linking it here: https://docs.google.com/spreadsheets/d/1KOCTEDa_ezcSW0lUOgvQCt4csqunc7gg7n5VyAHb3Hw/edit?usp=sharing

Also critical in this time will be ruthless prioritization. Rev ops is often the go to for anything and everything sales or CS needs. Determine a prioritization framework that you agree upon with leadership. Here is a link to a post on LinkedIn's prioritization framework that has worked well for me.  https://www.linkedin.com/pulse/priority-matrix-pmat-alvin-kan/  

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