Mastering Revenue Operations

Mastering Revenue Operations

Share this post

Mastering Revenue Operations
Mastering Revenue Operations
Establishing World-Class Revenue Operations
Copy link
Facebook
Email
Notes
More

Establishing World-Class Revenue Operations

Matt McDonagh's avatar
Matt McDonagh
Apr 14, 2024
∙ Paid

Share this post

Mastering Revenue Operations
Mastering Revenue Operations
Establishing World-Class Revenue Operations
Copy link
Facebook
Email
Notes
More
Share

I’ve built (or re-built) the revenue operations function at nearly a dozen organizations now.

What’s the most efficient process to set-up revenue operations?

Let’s assume you are the newly minted Head of Revenue Operations for a B2B SaaS company that develops revenue intelligence software. Broken down into phases, the path forward is:

  1. Assessment and Planning → required for People + Process planning

  2. Technology Stack Selection → required for Platform planning

  3. People & Process

  4. Implementation & Optimization → my favorite!

Phase 1: Assessment and Planning

  • Understand the Business: Thoroughly analyze your company's goals, current sales processes, customer lifecycle, and existing technology stack. Identify any pain points or areas where efficiency is lacking.

  • Define Goals and Objectives: Outline clear, measurable goals for your RevOps initiative. These could involve increasing lead conversion, shortening sales cycles, improving customer retention, or boosting average contract values (ACVs).

  • Develop a R…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Matt McDonagh
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More