Revenue Operations Starter Kit
A curated collection of templates, checklists, and playbooks to help B2B companies improve pipeline generation, CRM management, sales execution, and revenue visibility.
Overview
The Starter Kit brings our core frameworks into one package: ICP definition, lead scoring, pipeline stages, CRM hygiene and speed-to-lead. Use it to set a shared operating baseline across marketing, sales and RevOps.
Who it's for
- Founders building their first revenue system
- Heads of Sales or Marketing without a RevOps hire
- RevOps leads standardizing a growing GTM team
What you'll learn
- How the pieces of a revenue system connect
- Which foundations to fix first
- How to measure pipeline health from week one
What's included
- ICP & Persona worksheet
- Lead scoring framework
- Pipeline stage definitions
- CRM hygiene checklist
- Speed-to-lead audit
- 90-day RevOps rollout plan
Frequently asked questions
Related resources
Pipeline Stage Definitions Kit
Define pipeline stages, exit criteria, automation triggers, and reporting standards.
CRM Hygiene Checklist
Review data quality, lifecycle stages, ownership, automation, and governance before making CRM changes.
Lead Scoring Model
Create a lead scoring framework using fit, engagement, and buying intent.
ICP & Persona Builder
Define your ideal customer profile, buying committee, messaging framework, and qualification criteria.
Want this built inside your stack?
We implement these frameworks in HubSpot, Zoho CRM and monday.com, then automate them so they stick.