Revenue flow™
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Sales ops reset checklist

When sales ops stops working
If your dashboards lie, forecasts drift, and reps live in spreadsheets — it's time for a reset.
Sales Ops 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 sales infrastructure. What worked at 10 customers collapses at 50. 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 6-system checklist
01
Data hygiene
Bad data = bad decisions.
→ Clean your CRM. Standardize fields, update stages, close old deals.
02
Pipeline process
Your pipeline is your forecast.
→ Define each stage, entry/exit criteria, and ownership.
03
Meeting rhythm
Sales ops thrives on rhythm.
→ Daily: pipeline hygiene.
→ Weekly: forecast.
→ Monthly: retros.
04
Roles & accountability
Sales ops isn't "everybody's job."
→ Who owns metrics? Enablement? Tooling? Reporting?
05
Tools & automation
Audit your stack. Kill the clutter.
→ Use fewer tools, better integrated.
06
Feedback loop
Your ops team should see and fix friction weekly.
→ Build a bi-weekly "Ops retro" with Sales & RevOps.
Quick wins for a reset sprint
Cut your active pipeline by 20%
Focus on deals that can close.
Define one forecast model
Use it religiously.
Move one report
From "manual Excel" to "live dashboard."
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.