Revenue flow™
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Revenue reset checklist

When RevOps stops working
If your dashboards lie, forecasts drift, and teams (Sales, Marketing, CS) work in silos with spreadsheets — it's time for a reset.
RevOps isn't admin. It's your revenue nervous system. And when it breaks, your growth engine stutters.
Why systems decay
Startups evolve faster than their revenue infrastructure across sales, marketing, and customer success. What worked at 50 customers collapses at 200. Your tools, CRM, and rhythms haven't caught up.
The fix isn't "more tooling." It's resetting the foundations. For a full transformation, see Revenue Flow™.
The RevOps checklist
01
Data hygiene
Bad data = bad decisions across all functions.
→ Clean your CRM, marketing automation, and CS platforms. Standardize fields, update stages, and archive outdated records.
02
Unified pipeline process
Your unified pipeline drives revenue predictability.
→ Define each stage, entry/exit criteria, and ownership for lead generation, nurturing, sales, and customer lifecycle.
03
Cross-functional meeting rhythm
RevOps thrives on cross-functional rhythm.
→ Daily: data hygiene. → Weekly: unified forecast & pipeline review. → Monthly: cross-functional retrospectives for Sales, Marketing, and CS.
04
Roles & accountability
RevOps demands clear accountability.
→ Who owns metrics, enablement, tooling, and reporting for Sales, Marketing, and CS?
05
Tools & automation
Audit your entire revenue tech stack. Kill the clutter.
→ Consolidate tools and optimize integrations for seamless data flow across Sales, Marketing, and CS.
06
Integrated feedback loop
Your ops team should see and fix friction weekly.
→ Build a bi-weekly "Ops retro" with Sales, Marketing, and CS leadership.
Quick wins for a reset sprint
Optimize focus on high-potential opportunities
Focus on opportunities that convert.
Define one unified forecast model
Use it religiously across all revenue functions.
Move one key report
From "manual Excel" to "live dashboard" for cross-functional visibility.
90-day reset plan
1
Phase 1 (30 days)
Cleanup + baseline
2
Phase 2 (30 days)
Rebuild + test
3
Phase 3 (30 days)
Measure + optimize
Your goal isn't "perfect ops." It's "ops that drive decisions.". Learn the leadership side in How to Align Founder & Sales Leader.
About SalesLead
SalesLead is the fractional CRO studio helping B2B founders turn chaos into clarity and build predictable revenue systems.
We partner with Seed → Series B SaaS and SMBs companies to align Sales, Marketing, and Customer Success into one unified go-to-market motion.
Through our flagship Revenue Flow™ system, we’ve helped 35+ founders transform their teams into structured, data-driven, and self-sustaining growth engines.
Because predictable revenue isn’t luck — it’s leadership, alignment, and rhythm.
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The fractional CRO studio helping founders build predictable revenue systems.