Annual Planning Without the Panic: How to Plan Like a Pro (and Keep Your Sanity)

Annual planning. It’s that time of year when RevOps teams are tasked with creating the roadmap to success - and simultaneously trying to keep their hair from falling out. But what if we told you it doesn’t have to be a chaotic scramble to the finish line? 😵

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Join us for this no-holds-barred session where we’ll dive into the good, the bad, and the “please don’t make me do this again” of annual planning. You’ll hear from seasoned RevOps pros (like Werner Schmidt, CEO and Co-Founder at Lative.io, Nandini Karkare, SVP of RevOps at Zywave, Eddie Parkansky, Director of Sales Strategy and Planning at Intercom, Mathieu Cognac, VP RevOps at Seismic, and Avtar Varma, VP RevOps at Benchling) who’ve seen it all and lived to tell the tale. From avoiding classic pitfalls like over/under-hiring and unrealistic assumptions to keeping your plan agile when the unexpected hits, this session is packed with the tactics and strategies you need to stay sane.

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Whether you’re a first-timer or a planning veteran, you’ll walk away with a fresh perspective on how to make annual planning less of a nightmare 😱 and more of a well-oiled, data-driven machine. 😎 No panic, just pro-level planning.

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Key Takeaways:

• Proven strategies to avoid the common annual planning pitfalls
• How to keep your plan flexible and adaptable (because it’s only July and 2025 has already been wild)
• Real talk from RevOps leaders who’ve mastered the art of planning without the panic

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Don’t let annual planning keep you up at night - come learn how to tackle it like a true RevOps pro (and maybe even enjoy the process . . . a little).

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