8 Products of Revenue Operations
Tech and workflows across Marketing, Sales, CS and Partnerships
Dashboards and proactive recommendations to improve revenue performance
Lead routing, qualification, sales stages, deal pricing, and team-to-team hand-offs
Data capture, lead nurturing, scoring and workflows to keep reps focused on your customers
Forecasting, business reviews, and other rhythms to support teams and foster accountability
Coordination of priorities and resources across all revenue-influencing teams
Revenue modelling, target setting, territories, and compensation plans to optimize revenue efficiency
The completeness, accuracy and recency of data to prompt the right conversations at the right time
Deep-dive research across all revenue-influencing functions, including interviews, surveys, review of materials, data and technology.
Identify your current stage of growth and associated RevOps needs.
Benchmark comparisons for key revenue metrics.
A 50-point scorecard highlighting current areas of strength and opportunity.
A roadmap of recommended improvements.
Rapid, delivered in 1 week.
High impact, based on proven practices.
Fixed cost of $5,000 CAD
(plus applicable taxes).
Keep your sales team motivated and focused in the right areas!
This express service includes:
✓ Review one Sales compensation plan, including it's design, document structure, and terms.
✓ Conduct up to 3 discovery interviews.
✓ Provide a written assessment, focused on clarity, simplicity, and effectiveness.
✓ Document examples of recommended changes *.
✓ Present your plan assessment and recommendations over Zoom.
* We do not provide legal or tax services. We suggest you review all changes with your Legal, HR and Finance resources before deploying changes.
Create consistency to manage your Sales pipelines with confidence!
We will assess one Sales process, including:
✓ Sales stage definitions and quality of adoption.
✓ Lead routing and hand-off to Sales.
✓ Sales qualification criteria.
✓ Conduct up to 3 discovery interviews.
✓ Provide a written assessment with findings and recommended improvements.
✓ Present our Sales process assessment and recommendations over Zoom.
How effective are your targets for each revenue-generating role?
This express service includes:
✓ Review your targets for each revenue-generating role and their leaders, including ramps for new hires.
✓ Analyze historical %-to-target effectiveness for each role, and roll-up to company performance*.
✓ Conduct up to 3 discovery interviews.
✓ Provide a written assessment, including key findings, areas to reinforce, risks and recommended improvements.
✓ Present our target assessment and recommendations over Zoom.
* Our analysis depends on the quality of the data you provide. While we will conduct some data manipulation, we may require internal support for any significant data cleansing required.
You need a temporary back-fill for a RevOps person on leave.
You're not yet ready to hire full-time RevOps staff.
Your Leaders are spending too much time on CRM, reporting and other admin tasks.
You don't trust your data and you're too busy to fix it.
✓ Retain our services for 3-12 months at a consistent capacity of 1-3 days per week.
✓ Pay a predetermined monthly fee.
✓ Provide a written assessment, focused on clarity, simplicity, and effectiveness.
✓ Conduct weekly check-ins to align on deliverables and timelines, and to discuss findings and assumptions.
✓ We are accountable to you like any other staff member, with full transparency and async communication as needed.
✓ We will partner with internal stakeholders as needed, including Finance, Marketing, Sales, Customer Success, HR/People, and others.
This services can focus on a variety of areas catered to your needs, but here are some common examples:
✓ CRM management and enhancements.
✓ Sales and CS tech implementations.
✓ Reports, dashboards and revenue analysis.
✓ Creating and improving processes, like forecasting, and discount management.
✓ Preparing Board presentations.
✓ Sales compensation management.
✓ Product and price book management and improvements.
✓ Revenue modelling and target setting for Marketing, Sales and Customer Success.
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