RevOps Impact Newsletter
Building out a successful Revenue Operations capability at your business doesn't have to be difficult. I share my experiences in building up revenue operations at growth stage companies and at large, enterprises too.
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What makes a great revenue operator (opens the original)
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This is just my take and I’m sure others have their own. You can read ten RevOps job postings and derive a similar list of what does constitute a quality hire in RevOps. The items might include CRM administration, SQL, dashboards, forecasting, automation, a certification or two. A lot of these are the technical or ‘hard skills’ in RevOps.But then I think about the operators I would hire again tomorrow. Almost nothing that makes them good appears in a job posting.It’s mostly about the intangibles
The six big rocks of annual planning (opens the original)
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It's that time of the year again. Annual planning time. What makes for a successful plan? Six workstreams need to be built and managed the planning season to success. Poor planning is a result of either skipping, rushing a step, or handing planning to nobody in particular.So let's talk about the six rocks instead of the calendar. Let's get started.TAM modelingSomebody hands RevOps a growth target every year, and the honest answer to "where did this number come from" is often a board conversation
You’re behind in AI and that’s okay! Everyone else is too (opens the original)
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Each week I’m meeting with fellow Revenue Operators to ask them what they’re up to and the challenges they’re facing. The one question that always comes up is what other companies are doing, or what the benchmark is, or whether their team is where it should be by now. We all feel it. Imposter syndrome. Fear of missing out. Somebody out there has built the AI stack that’s actually working, the one running their pipeline while they sleep, and they’re just not talking about it. Who the hell are the
GitHub 101 for Revenue Operators (opens the original)
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If you’re building your own AI infrastructure you’ll inevitably run into GitHub. And for many in RevOps it’s likely the first time they'll ever work with it.I challenged myself to learn how to build with AI. It’s taken me to some pretty wild places. It started out with Clay. After taking on quite a few projects I believe I’m pretty darn good at Clay these days.Then I dabbled with building an agent in Zapier. Here’s the Ask RevOps Bot I build in Zapier for example. Then I picked up n8n as a skill
RevOps Should Own the Logic Behind the Quote (opens the original)
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Stay in RevOps long enough, and you’ll come across the inevitable pricing and packaging project. It’ll solve all of the issues from the current pricing setup.It usually sounds harmless when it first arrives. Maybe the CRO wants to launch a new package. Maybe Finance wants to tighten discount approvals. Maybe Product wants to bundle two things that used to be sold separately. Maybe Sales needs a special structure for a strategic customer, which is the phrase people use when they already know the
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