Our Approach to RevOps
Unbound Skies
Level Up Framework ©
Aligning
➤ Calibrating team goals against strategy
➤ Coordinating objectives across teams
➤ Cross-functional collaboration
Analyzing
➤ KPIs and Metrics that matter
➤ Data management and design
➤ Unified reporting tells single truth
Optimizing
➤ Streamlined Processes
➤ Automated Workflows
➤ Systems Working Together
Guiding Principles
01
Customer Centricity
Align all efforts around the customer journey, ensuring a positive and cohesive experience. Every internal process is seen in the light of the customer experience.
03
Collaboration is Crucial
Break down silos between Sales, Marketing, and Customer Success teams. Foster a collaborative environment where all teams work towards shared goals.
05
Technology That Makes Sense
Select and implement a tech stack that integrates seamlessly and supports RevOps goals. Remove redundant systems or deprecate systems that do not add value.
02
Data Drives Decisions
Leverage data analytics to gain insights into customer behavior, measure performance, and optimize the revenue funnel.
04
Efficiency without Sacrifice
Never lose sight of the end product. Maximize each process and workflow to achieve the highest quality output with the least amount of effort.
06
Talent Gets the Job Done
Invest in employee training and development to ensure your team has the skills and mindset required for success. Always consider culture through the lens of values.
Unbound Skies
RevItalize Implementation Process ©
↻
incremental
implementation
through
iterative
execution
↻
incremental
implementation
through
iterative
execution
1.
Assess
Look at the current situation to gather relevant information.
↻ Current state audit
↻ Goals and Objectives
↻ How far off from the Objectives
2.
Articulate
Look across the areas needing improvement to select the one that will make the greatest impact
↻ List all areas from audit that need improvement
↻ Prioritize using impact + level of effort
↻ Get buy in
3.
Address & Activate
Create a plan to fix the issue then execute the plan
↻ Start with the most desired end-state of the slected issue
↻ Build plan working backwards
↻ Share plan with key stakeholders to get buy-in
4.
Adjust
Build execution into short 1-week sprints for quick reviews with constant tweaking to plan
↻ Perform weekly releases with retrospectives
↻ Check progress against desired results and timeline
↻ Make appropriate adjustments
5.
Appraise
When this iteration is complete, run the numbers for set period of time to compare against the desired results.
↻ Post-release take regular pulse checks of the numbers
↻ Compare to goals
↻ Enhance the original assessment accordingly
Repeat sequence 1-5 using information gathered in 5 to select the next area to address.