RevOps Resources
Operator-written articles, a free RevOps Health Score, and the tools we work with. No fluff, just what helps you build a revenue engine that scales.
Operator-level writing on RevOps, AI & scaling B2B SaaS
Deep dives on GTM engineering, AI-native operations, fractional vs full-time RevOps, and what it actually costs. Written by the operator doing the work, not a content team.
Free tool: the RevOps Health Check
A short, adaptive assessment. Answer a few questions, one at a time, and get a scored read on your data, pipeline, forecasting, and retention, with the exact areas to fix first.
Take the RevOps Health Check →Prefer a list you can work through with your team? The RevOps health checklist has 32 checks across data, pipeline, forecasting and retention.
Free playbook: the CRM Data Hygiene Playbook
The exact, unglamorous steps we use to clean up a messy CRM and keep it clean, without a six-month data project. The money fields, a 30-minute audit, dedup and validation, enrichment, and a 90-day plan.
Get the playbook →Free guides: metrics, pipeline, forecasting, finance, tool costs and how to buy RevOps
The KPIs for sales, marketing, customer success, finance and the board, with formulas and the data each one needs. How to tell whether your pipeline is real and build a forecast you can defend. Why the CRM and billing disagree, and how to fix quote to cash, commission and discounting. And how to cut CRM and GTM tool costs without breaking the integrations revenue depends on. And whether to use an agency, a freelancer or a full-time hire.
GTM metrics and KPIs → Pipeline and forecast guide → RevOps for finance leaders → Cut CRM and GTM tool costs → Agency, freelancer or hire? →The RevOps stack, mapped
We have implemented and optimized 150+ Sales, Marketing, CX and CRM systems. Browse the ones we work with.
Topics we cover
GTM Strategy
ICP development, sales motion design, territory planning, and go-to-market frameworks.
AI & Automation
Practical AI use cases, workflow automation, and building AI-native operations.
Data & Analytics
Data quality, reporting frameworks, attribution models, and revenue intelligence.
Tool Selection
CRM comparisons, tech stack design, integration strategies, and vendor evaluation.
Fractional RevOps
When to hire, how the model works, and how it compares to a full-time hire or an agency.
Best Practices
Process design, change management, forecasting, and territory planning.
Want RevOps experts to do the work?
These resources are for doing it yourself. If you would rather have senior operators run it, that is RevOps as a Service. Or book a free consultation and get specific recommendations for your stack and stage.
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