Free Guide: your RevOps Playbook

The Challenge of RevOps

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Getting started with Revenue Operations is difficult. Really difficult.

The top reasons why:

• Internal misalignment on what “Revops” even means (here is what is means at Everpeak)
• Unreal expectations can take many forms, but often, it is a singular focus on filling the top-of-the-funnel.  That’s not RevOps - it’s MarketingOps.
• Starting too advanced. How powerful would it be to have an attribution report showing where every dollar of revenue came from? Very! But that requires foundational CRM elements that you may not have.

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Everpeak wanted to create a guide that would allow any organization pursuing RevOps - from the very advanced to total beginners - to have some high-value concepts. Most importantly, we did not want to leave it at concepts! We wanted to provide enough detail that an organization could theoretically follow these steps and DIY RevOps - with or without Everpeak.

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The RevOps Playbook

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We’re excited to share the RevOps Playbook!

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This is not just a guide. It's "building in public." It is the process that Everpeak guides clients through for the majority of RevOps engagements.  The Revops Playbook is divided into the following sections.

• Technology Stack
• Sales Diagram
• Sales Cadence
• KPIs & Reports

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There are links to supplementary materials. The concepts are simple - we’re not trying to blow your mind with AI and tech.  The power is in the fact that most organizations don’t have structure around these four concepts.  Doing so is transformative.

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The RevOps Playbook gives you the foundation that you need to go into many other more advanced directions.  This includes CRM integrations, marketing operations, and data warehouses.

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Download the RevOps Playbook.  No contact info required.

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