Chapter 10/10

Best Practices

Keys to long-term RevOps success.

⏱️ TL;DR: Data quality first. Connect everything to revenue. Document everything. Measure adoption, not just implementation.

10 RevOps Principles

  1. Data quality first: Everything depends on clean data
  2. Revenue is the only metric: Connect every initiative to revenue
  3. Alignment over optimization: United 80% beats siloed 100%
  4. Document everything: If it's not written, it doesn't exist
  5. Measure adoption: Track usage and behavior change
  6. Quick wins build momentum: Start with high-impact, low-effort
  7. Automate thoughtfully: Free humans for high-value work
  8. Stay close to front lines: Talk to reps and customers
  9. Balance standardization and flexibility: Find the right mix
  10. Think long-term, act short-term: Build for scale, ship incrementally

Common Mistakes

  • ❌ Boiling the ocean (trying to fix everything at once)
  • ❌ Tool-first thinking (process first, tools second)
  • ❌ Ignoring change management
  • ❌ Building in isolation
  • ❌ Over-engineering

First 90 Days

Days 1-30: Assess (interview, audit, document). Days 31-60: Plan (prioritize, define metrics). Days 61-90: Execute (quick wins, measure).