New Year, New Goals,

New Revenue Operations Strategy

To help you get started on your RevOps journey, here is a checklist for each part of the revenue cycle and revenue team. Even if you’re not a HubSpot user, download the checklist below and implement RevOps for your business. It’s still very much applicable!

RevOps Checklist

A profound shift is happening in the way companies are thinking about their revenue process. The need for transparency, accountability, and predictability is greater than ever before.

In the past, revenue teams (sales, marketing and customer success) usually have unaligned processes and KPIs and unaligned systems (CRM, spreadsheets, automation) leading to big disconnects in data and therefore, relationships. This makes making informed and accurate decisions very tricky.

Customers expect a seamless buying experience from the first experience with the brand to contract renewal. You know what it’s like having to repeat pain points, business goals, issues/feedback every time you interact with a new team member of the company.

It's time to ensure your revenue teams are ALIGNED and rowing in the SAME DIRECTION!


2023 is going to be your year of the 3 P’s

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People: To deliver even better, more consistent customer experience throughout the customer journey.

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Process: To accelerate your business flywheel by aligning teams’ KPIs to revenue and building repeatable, scalable processes.

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Platform: To prioritise CRM data strategy so you can easily extract insights


Chief of Staff, Arryved

"You have helped us immeasurably and thank you!"

Director, Cloud Factory


Download Your Free RevOps Planning Checklist