A journey for applying RevOps, one decision at a time.

Speaking script

A 45–60 minute script for CEO, CRO, CFO, CMO, and Customer Success. Spoken lines, board prompts, and how to handle derailments.

One-page charter

Purpose, one shared revenue goal, reporting line, what RevOps owns and does not own, three workstreams, and signatures — including Finance.

Speaking script

The political session. Draw current lines, name one referee, write the reporting line on the charter — or write the blocker in one sentence.

Speaking script

Sixty to ninety minutes. Output is one signed SLA and a thirty-day pilot. No workflow product.

Current-state leak map

A blank path for one closed deal and one failed handoff: owner, criteria, lost data, wait, and where the customer repeated themselves.

Handoff SLA

One seam, entry criteria, five required fields, a clock, an escalation, a thirty-day metric, and three signatures.

Speaking script

Put last month’s three official numbers on the table and freeze the words that caused the split.

Shared metric dictionary

ICP through attribution. One sentence, a system of record, and a Finance signature on revenue terms.

Speaking script

Vendors stay out. Unused seats go on the kill list. Output is a freeze and one or two integration breaks.

Stack map and freeze list

Each tool under the job it actually does, whether it obeys the dictionary, and what you will not buy for ninety days.

Speaking script

Five decisions written down, then day 30, 60, and 90 on the sponsor’s calendar before anyone leaves.

90-day mandate

Sponsor, reporting line, three workstreams, who does the work, and the habits that die this quarter.

Speaking script

The last briefing. Pick ten legal numbers, name the meeting that dies, set a six-month review. There is no Session 7.

Executive scorecard

One page for the executive meeting: growth quality, predictability, efficiency, retention. Strike any row not in the dictionary.