RevOps Architect & Strategist

Aligning Teams to Drive Efficient Revenue Growth

Expertise in Your Tool Stack, Workflows, & Integrations

Highly experienced building effective tool stack setups for revenue touching teams, that lead to scale. Checkout some of the tools I’ve worked with below!

4 Step Method to RevOps

Step 1. Deep Dive: Understanding team dynamics & company goals

We start by evaluating your company's sales, marketing, finance, and customer success functions. Next, we define the company's goals and review its operations. This is also when we outline strategies and ideas to test later down the line.

  • We analyze historical sales data, company goals, and current market trends to create accurate forecasts. This helps set realistic quotas that align with your company's growth goals. From there, we implement strategies to track and adjust performance in real-time.

  • We analyze deal cycles and current deal desk function to identify opportunities to improve the flow from opportunity to close. By refining approval processes, improving cross-functional alignment, and reducing bottlenecks, I help teams accelerate sales cycles and maximize revenue efficiency.

  • We assess the roles, strengths, and dynamics within your sales, marketing, finance, and customer success teams. This helps us define clear, role-specific objectives that align with the company’s overall strategy. By ensuring each team is optimized, we drive better collaboration and efficient growth.

  • We review your existing tools and systems across sales, marketing, finance, and customer success. This evaluation identifies gaps, redundancies, and opportunities for optimization. Our goal is to ensure your tech stack supports seamless operations and aligns with your growth strategy.

  • We analyze your company's historical performance data across all departments. This helps us identify trends, successes, and areas needing improvement. By understanding past metrics, we create a stronger foundation for future growth strategies.

  • We develop key performance indicators (KPIs) and objectives and key results (OKRs) tailored to your company's goals. This approach aligns team efforts with clear, measurable outcomes. By tracking progress, we ensure everyone is focused on driving growth efficiently.

  • We assess how each team accesses, interprets, and uses data in their daily workflows. This helps us identify gaps in data visibility, comprehension, or utilization. Optimizing data consumption empowers teams to make informed decisions that drive growth.

  • We evaluate how effectively your teams utilize existing tools within their workflows. This reveals adoption rates, potential underuse, and integration issues. By optimizing tool usage, we enhance productivity and streamline processes across departments.

Step 2. Processes: Setup & refinement

Now that we understand your company goals and situation, we can establish and improve standard operating procedures for each team and across cross functional teams to achieve the overall objectives we've identified. We are not limited to the processes below, but these are some examples!

  • Standardize criteria for identifying high-quality leads and ensure a smooth handoff between marketing, sales, and customer success. This improves conversion rates and streamlines the sales cycle.

  • Create a structured framework to ensure consistent communication and collaboration between sales and marketing teams. This synchronization drives more effective campaigns and better sales results.

  • Define and optimize customer onboarding, support, and retention processes to improve satisfaction and lifetime value. Standard operating procedures ensure a consistent and positive customer experience.

  • Develop processes that facilitate seamless collaboration across teams, ensuring transparency and alignment towards common goals. This boosts efficiency and fosters a unified approach to growth.

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  • Establish clear and consistent reporting processes that provide timely and actionable insights across all teams. Implement standardized templates and automated reporting tools to ensure accuracy and transparency. This enables leaders to make informed decisions and track progress towards goals seamlessly.

Step 3. Data: Setup & hygiene management

With key processes defined in place, we are equipped to set up and improve your data systems to collect accurate and user-friendly data that will guide the direction of the company and its teams to meet all objectives. Also this is where we ensure the entire company is speaking from the same data.

  • Build easy-to-use dashboards and reports that show important data clearly. This helps teams see trends, monitor progress, and make smart choices.

  • Create efficient systems to gather accurate data from all sources. Ensure smooth integration between platforms for a consistent data flow that aids real-time decision-making.

  • Regularly clean data to remove duplicates, errors, and old information. This ensures data is accurate, letting teams rely on useful insights.

  • Create a central location for storing data so all teams can access and use it easily. This promotes teamwork and keeps everyone on the same page with data-based insights.

  • Establish clear, company-wide definitions and metrics to eliminate ambiguity. This ensures that all teams interpret and act on data in the same way, driving consistent outcomes.

Step 4. Tech Stack: Setup & administration

Linking people, teams, processes, company goals, and data across the organization using the right tools, workflows, and communication methods to ensure everyone is on the same page.

  • Implement and integrate a CRM system that aligns with business needs, ensuring smooth data flow, collaboration, and centralized customer management.

  • Choose, connect, and consolidate tools to eliminate redundancies, enhance efficiency, and ensure seamless operations across teams.

  • Automate workflows across teams to boost efficiency and reduce manual tasks.

  • Implement communication tools that ensure real-time alignment and information sharing across all teams.

  • Provide training for effective tool usage, ensuring quick adoption and maximum utility.

  • Maintain and support the tech stack to ensure reliability and minimal downtime.

  • Monitor tool performance regularly to ensure scalability and alignment with growth goals.