Revenue Operations Masterclass: End of Year Review Process

Dec 05, 2023

∙ Paid

Revenue Operations is the fastest growing corporate function for a reason — we are the financial and operational bridges across departments.

If you’re curious about exactly what Revenue Operations does and how it rose to importance so quickly, this article is a great primer:

The Rise of Revenue Operations

Matt McDonagh

October 10, 2023

Business landscapes are shifting rapidly. Digital transformation has accelerated the pace of change, and companies must adapt their business models and operations to thrive in increasingly competitive and dynamic markets. This new reality requires modern businesses to take a fresh look at how they manage their revenue engines.

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A major part of running a successful RevOps function is planning.

Planning establishes the architecture going forward, and a key part of that is looking backward.

How did the revenue engine gain reliability and power this year?
How did it get smarter?
What worked, what didn’t, why, etc…
- At the front of the house (e.g. performance of the sales, success & marketing teams)
- …and back of the house (billing, finance, product, etc..)

This post will walk through the end-of-year review process used by the top Revenue Operations teams in the world.

To create a comprehensive 2023 review we should focus on key areas that align with the strategic objectives and operational aspects of RevOps.

Here's a basic outline - then we’ll take a …

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