Develop a RevOps playbook you can immediately implement into your current org and make an immediate impact.
Over the course of 10 modules, you'll cover:
Core responsibilities, a framework for Revenue Operations, RevOps tenets, organization structures, strategic impact vs tactical execution, prioritization and project management
Operating cadences, process design, case management and SLAs, policies
Customer lifecycle (awareness to renewal) designs, lead lifecycle, sales stages, implementation, customer success operations
Executive alignment, setting goals (OKRs, V2MOM), defining North Star metrics, building a data dictionary, building a business review (MBR, QBR example)
Infrastructure architecture, total cost of ownership, feature benefit analysis, project planning, RACI, sprints/agile management, change management
Developing ICP, Personal Value Maps, segmentation, content management, campaign management, MQLs, lead scoring, lead grading, unit economics
Qualified vs non-qualified, sales stages, pipeline management (i.e. hygiene, stalled), sales cycle / deal velocity / cohort analysis, forecasting, win / loss reviews
Renewals management, customer value maps, offense vs defense (customer outreach vs support), case management, customer health scores / risk assessment, capacity planning: high touch vs low touch
Running a successful Annual Plan, cross functional partnership, Compensation Design Principles
Organization design choices, redefining responsibilities, expanding team, skilling up the current team
Revenue Operations Impact
Core responsibilities, a framework for Revenue Operations, RevOps tenets, organization structures, strategic impact vs tactical execution, prioritization and project management
Running a Tight Ship
Operating cadences, process design, case management and SLAs, policies
The Customer is Always Right
Customer lifecycle (awareness to renewal) designs, lead lifecycle, sales stages, implementation, customer success operations
Aligning the Stars - building business consensus
Executive alignment, setting goals (OKRs, V2MOM), defining North Star metrics, building a data dictionary, building a business review (MBR, QBR example)
Strong Foundations Make for Strong Homes
Infrastructure architecture, total cost of ownership, feature benefit analysis, project planning, RACI, sprints/agile management, change management
The Marketing Engine
Developing ICP, Personal Value Maps, segmentation, content management, campaign management, MQLs, lead scoring, lead grading, unit economics
The Sales Engine
Qualified vs non-qualified, sales stages, pipeline management (i.e. hygiene, stalled), sales cycle / deal velocity / cohort analysis, forecasting, win / loss reviews
The Customer Success Engine
Renewals management, customer value maps, offense vs defense (customer outreach vs support), case management, customer health scores / risk assessment, capacity planning: high touch vs low touch
Planning and Compensation
Running a successful Annual Plan, cross functional partnership, Compensation Design Principles
Scaling Revenue Operations
Organization design choices, redefining responsibilities, expanding team, skilling up the current team
✔️ lifetime access to course portal and all course content
✔️ Optional, recurring office hours with your instructor happening every 1 - 2 weeks
✔️ Private Slack channel with other students and the instructor in the RevOps Co-op workspace
✔️ Access to a private, vetted peer network of other RevOps leaders, rising and current
PS - Rise Members get a $300 credit PER YEAR to use towards any course in the catalog, including this one :)
Who is this course for?
Unleashing ROI is for current RevOps professionals between the roles of individual practitioner to Director level that have currently been figuring things out along the way and are now ready to make a commitment to level up their approach to revenue operations. This course is an especially good fit for those currently in a RevOps role looking to immediately implement a highly structured methodology into their orgs and grow their career in RevOps. A basic understanding of RevOps will help you get started on the right track when taking this course.
What is the time commitment?
Unleashing ROI students can expect to spend between 4-7 hours per module between course content, office hours, peer group sessions, and independent study. This course is on-demand so can be taken at your own pace, meaning you can move as fast (or slow) as you'd like.
What if the schedule doesn't work for me?
This course is on-demand, so you can go at your own pace. Office hours will be available with the instructor based on availability, but timing for these are flexible and they will be recurring.
How many people will be in class with me?
This course is on-demand, so there is no limit on participants. In addition to course materials, there will be weekly office hours and you will have access to a private Slack channel where you can engage with other students and your instructor as well.
Why does it cost money?
Tuition is set at a level that allows our staff and instructor to offer the best possible training. We believe our graduates will be well-equipped to implement their learnings immediately into their orgs, and position them for growth.
Still Have questions? You can email our team for additional help at [email protected]
Going from startup to scaleup is a difficult but rewarding journey. Jeff believes that building out Go To Market (GTM) Fit and scaling GTM is not as simple as linearly throwing more money at marketing or more headcount at sales. Leaning on real world experience from those who have been there enables growth companies to build the right parts of their revenue engine throughout their different growth phases.
Jeff has worked at companies both large (Google, Intel) and growing (Visier, PatientPop, UpKeep). RevOps looks different at each and every company, at every stage, and in every sales motion. From SMB to Enterprise average contract values, Jeff has helped to build brand new RevOps teams or optimize existing processes. Currently, Jeff serves as a RevOps focused startup advisor to Syncari, Scratchpad, and Sonar.
After leaving his FP&A role at Google he spent seven years building out the processes, enablement, advisory, and systems for growth companies targeting a multiyear path from ~$10M ARR to $70M ARR. He learned that RevOps isn't static, but rather a dynamic capability needed by the business to adapt to rapid change.
Jeff earned his MBA from the Ross School of Business, University of Michigan and completed his undergraduate education at the University of California, Los Angeles.
As a native Angeleno, Jeff enjoys watching his favorite Los Angeles sports teams and sharing great places to visit for those coming to Southern California. He loves to spend time with his wife and daughter.
You can find more content from Jeff at the RevOps Rehab Substack and by listening to the Revenue Architect Podcast in partnership with SalesIQ Global.
Join our global community, buckle up and enjoy the ride!