Building a Revenue Ops Team

The strongest Revenue Operations professionals I’ve worked with tend to share two key traits: structured thinking and proactivity. Rev Ops is often asked to tackle open‑e...

If you are the first couple of hires in rev ops, it's highly likely you'll both need to be generalists to a certain extent. Ensuring alignment on roles and responsibiliti...

The key processes will depend on the nature of your company to some extent, but here are some things I'd think about.Daily operating processesSome checklist of whatever n...

The optimum way to scale a team I believe is to take a step back and assess the current status of the team and conduct a gap analysis. This entails:Understanding clear ro...

There are a variety of ways that revenue operations teams can communicate updates and activities to the rest of the company. Some potential options could include: Regula...

This is a good question and I don't think there's a single "right" answer to it. The most important thing is that you agree about how you will divide the work up so there...

Interestingly, the framework for prioritizing needs and deliverables as the inaugural Revenue Operations Manager revolves around the very essence of the job title. Your p...

I answered a similar question earlier in the AMA, but I'll try to add some nuance for the existing business specifics. Most of this, however, is the same if you're the fi...

At Intercom we defined four characteristics of a best-in-class RevOps organization:Operational Excellence: we deliver a high-integrity system for the revenue teams that p...

If you're the first RevOps hire at your company, you are going to need to do a few things quickly to make your life manageable.Get very clear with your boss on the scope ...

The Growth Team: responsible for the expansion and bringing second-order revenue. Includes Sales & Business Development.  The Success team: responsible for managing c...

Short answer: you don’t need a full-time data engineer to start—but you do need the skills.Start lean:A strong analytics/generalist engineer + RevOps can stand up the bas...

In addition to what I included above in my answer to the question about being your company’s first rev ops hire, if you’re junior, I would also focus heavily on learning....

Sales Velocity - Great article on it here https://blog.hubspot.com/sales/sales-velocity  Some Context: Sales velocity is a measurement of how quickly leads are moving t...