I’ve been working on putting together the RevOps Impact playbook the last few months. I’ve dripped a bit of the content in a few of my recent articles (developing an operating cadence, the process of building process, and revops succeeds when working backwards). If you’re up for it, I’d love some real time feedback on a ten week course itinerary I’m building out for a virtual, live instruction course. Is there anything you’d add? Change?
Also, I promise I will release this week’s article today. I’m a bit behind on shipping it out so it may drop tonight in your inbox. Thanks!
Itinerary:
Week 1: Revenue Operations Impact
Core responsibilities, a framework for Revenue Operations, RevOps tenets, organization structures, strategic impact vs tactical execution, prioritization and project management
Week 2: Running a Tight Ship
Operating cadences, process design, case management and SLAs, policies
Week 3: The Customer is Always Right
Customer lifecycle (awareness to renewal) designs, lead lifecycle, sales stages, implementation, customer success operations
Week 4: Aligning the Stars - building business consensus
Executive alignment, setting goals (OKRs, V2MOM), defining North Star metrics, building a data dictionary, building a business review (MBR, QBR example)
Week 5: Strong Foundations Make for Strong Homes
Infrastructure architecture, total cost of ownership, feature benefit analysis, project planning, RACI, sprints/agile management, change management
Week 6: The Marketing Engine
Developing ICP, Personal Value Maps, segmentation, content management, campaign management, MQLs, lead scoring, lead grading, unit economics
Week 7: The Sales Engine
Qualified vs non-qualified, sales stages, pipeline management (i.e. hygiene, stalled), sales cycle / deal velocity / cohort analysis, forecasting, win / loss reviews
Week 8: The Customer Success Engine
Renewals management, customer value maps, offense vs defense (customer outreach vs support), case management, customer health scores / risk assessment, capacity planning: high touch vs low touch
Week 9: Planning and Compensation
Running a successful Annual Plan, cross functional partnership, Compensation Design Principles
Week 10: Scaling Revenue Operations
Organization design choices, redefining responsibilities, expanding team, skilling up the current team
Each course will feature:
Take home slides
Live instruction
Q&A
Certification post course success
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A word on the Patreon Group
Thanks for reading all the way to this point. If you’re interested in diving deeper and want to get your hands on some real life templates then consider joining the RevOps Rehab Patreon group. We meet on a bi-weekly basis to talk about anything on your mind. Consider joining us today:
www.patreon.com/revopsrehab
. Full Substack posts are also posted on the Patreon.