Alignment of revenue operations
Business Unit
Status
Project Dates
Jan 16, 2021
Deadline
Driver
Approver
Consulted
Informed
Priority
Mural
Events (DB)
Marketing Campaigns
Meetings
Master Project
Sub Projects
Related to Action Items (Projects (DB))
Completed
0.5
Goal
1
Progress
Last Edited Time
Feb 20, 2021
Created by
Notes & Overview
Setup & onboarding
Using our interface isn't intuitive.
HIGH LEVEL TBD
- Update processes to align across depts
- Clarify tech stack and tools to serve as source of truth
- Integrate new processes into RevOps data funnel
- Identify and set business goals & KPIs for revenue growth
MARKETING
Establish Budget
Set Q1 KPI Goals
Create Content Calendar
Launch Acquia
Create Innovation Processes
Launch a primary content generator
SALES
Find Home for Deals In Progress
Establish Lead Quality Thresholds
Define Products, Pricing, Availability
- Self-Serve vs Client Account
- Coordinate timing with stacked strategy
- Identify Land & Expand strategy
Align marketing and success materials
Reverse engineer marketing & success goals
Setup a structured renewal path
Develop referral process
SUCCESS
Update Client Workspace Template
Create Support Ticket System
Custom in Acquia
SaaS Tool? Amplitude, Heap, suggestions
Create FAQ page
Define our "CHI" Cust Happy Index
Establish Outcome Focus
Customer Onboarding Process
Halfway Review
Find "referencable" accounts - testimonials
Retro - Stop leaving them hanging, create a nice post event engagement ending process with upsells built in.
Success Metrics
COMMUNITY
Create Open Dev Hours
Strategy for connecting devs
Deprecate unused channels
- Slack
- chat
- Telegram
Create Playbook of Events to Run
Find ways to feature community members
Jobs board? sorta... Yalor idea
Potential Forum?
Operational Updates to Make or Confirm
Checklist of Meeting To-Dos
Connect team to data dashboards
Finish Acquia setup project and show to team
Create Proper Onboarding Process
Create Product Specific Notion Templates
Define where all processes "live"
Communicate updates to team
Define KPIs by product
Marketing
Set Q1 KPI Goals
Total traffic
Conversions by segment
Establish churn rate, LTCV, CPA, and real CAC (Full Marketing & Sales expenses)
Create content calendar
Blog Posts (Move to better spot on webpage & incorporate into email cadence)
Podcast or Airmeet hours featuring a client as guest
Case studies of helping client
Linked In & Slideshare with contact info for sales
Quora & Reddit Hot Topics
Establish Marketing Budget
Acquisition - Ads & SEM
SEO, & Website
Creative
PR & Events
Employees
Research & Tools
YOLO use of Acquia using total segment KPIs
Define KPIs to use at end of quarter.
Define innovation and risk taking
Portion of budget for experimental methods
Defined process for a/b testing against a control group
Cadence for testing
