Working knowledge from inside revenue operations
Revenue Operations Consulting

The RevOps Guide

Revenue operations — the systems, processes, and coordination layer that connects Sales, Marketing, Customer Success, Finance, Order-to-Cash, and the teams in between.

My experience is from inside the revenue operations of enterprise software companies — building the infrastructure, fixing the breakdowns, and standing up the coordination layer that connects Sales, Marketing, CS, Finance, and Order-to-Cash. From pre-revenue startups to worldwide sales organizations spanning multiple continents.

How I work · four engagement types
01

GTM Systems & Infrastructure Build

Revenue operations infrastructure design and implementation

Connecting systems, establishing process, and building the reporting layer across Sales, Marketing, and CS.

  • CRM as single source of truth for pipeline, contacts, and account ownership
  • Sales and Marketing alignment on lead definitions, routing, and handoffs
  • Pipeline visibility, forecast infrastructure, and demand generation engine

The Work: CRM implementation and governance, marketing automation, system integration, demand generation infrastructure, Sales-Marketing-CS alignment, pipeline reporting

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02

Revenue Process & GTM Maturity

Revenue process and operating cadence build

Building the operational layer and cadence that makes revenue predictable across Sales, Marketing, and CS.

  • Forecast infrastructure and pipeline cadence with stage discipline
  • Territory design and quota modeling against real capacity data
  • CS operations integration and GTM operating cadence across all revenue functions

The Work: Pipeline cadence, forecast infrastructure, territory planning, quota modeling, capacity planning, CS operations, cross-functional GTM alignment

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03

Compensation & Territory Operations

Incentive compensation and territory program design and administration

Designing and administering the compensation and territory infrastructure for a scaling sales organization.

  • Compensation plan design connected to required field behaviors
  • Territory design and quota modeling built on capacity data
  • ICM configuration, SOX governance, and acquisition integration

The Work: Incentive compensation plan design and administration, territory design, quota modeling, ICM configuration and governance, SOX compliance, acquisition integration

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04

Global Revenue Operations

International revenue operations build

Building the complete revenue operations infrastructure to support commercial expansion across international markets.

  • International territory structure with defined coverage models and management framework
  • Channel and partner program build with MDF structure and formal agreements
  • In-region team build, enablement, and international forecasting connected to the parent organization

The Work: International territory design, channel and partner program build, in-region team structure, distribution agreements, MDF program, international forecasting and reporting

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Our objective is to make operations more effective and efficient resulting in better business results — Productivity, Profitability, Engagement, Retention.