Build a RevOps Process in Startups.

Set up your RevOps process, work with data to tell compelling stories to focus on initiatives that drives growth.

Build a RevOps Process in Startups.
Build a RevOps Process in Startups.

Build a RevOps Process in Startups. free download

Set up your RevOps process, work with data to tell compelling stories to focus on initiatives that drives growth.

A course for Revenue Operations professionals to succeed in their job (Startups/smaller companies), and for people looking to become more systematic in their RevOps roles.

This course is for you if:

  • 1-3 years in RevOps and looking to expand on knowledge and foundation.

  • Your company is size 1-150, or revenue operations leaders who are a one-man band or 1-5 in their team.

  • Is new at the company and wants to have a strong start.

  • Need a more systematic approach to RevOps, so that you can exit constant firefighting mode.

Before course state: You are constantly in reactive mode, spending most of your time on reports and fixing system issues, without working on tasks that contribute to progress.

After course state: Your RevOps department has a framework to prioritize incoming requests. You can use data to tell compelling stories and focus on initiatives that will help the company grow its revenue.

The course will cover: 

1. Introduction to Revenue Operations.

  • Definition and overview of revenue Operations.

  • Importance of revenue operations in a company.

  • Key skills to learn.

  • Org chart.

    • How to organize your RevOps department.

    • Who do you report to? PROs and CONs.

  • Summary and key takeaways.

2. Setting up your own RevOps Process.


  • RevOps Prioritization.

  • Intake System.

  • RevOps Roadmaps.

  • Run a “what is RevOps session” in your company.

  • First 30/60/90 days in your new role.

  • Summary and key takeaways.

3. Data Management

  • Key Data Reports.

    • Sales Velocity.

    • Website and MQLs

    • Data glossary.

  • Mapping the customer journey.

  • Summary and key takeaways.

4. Working with stakeholders.


  • Setting up Quarterly initiatives.

  • Creating a Playbook with your Stakeholders.

    • What is a playbook and what can it contain?

    • Why you need support and alignment to build a playbook.

  • Summary and RevOps checklist.