Increase Win Rate and Cut Cycle Time in One Quarter

This field-tested RevOps playbook shows how to fix pipeline leaks, align GTM teams, and forecast with confidence—complete with dashboards and templates you can use today.

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Adopted by teams at

NovaCRM OrbitOps ClearStack BrightWear NorthBay Labs
RevOps Playbook 2025 dashboard preview showing pipeline metrics and forecasting tools

RevOps Playbook 2025 — 32 pages + toolkit

What You'll Learn

Pipeline Hygiene that Sticks

Enforce stage definitions and exit criteria across SDR, AE, and CS.

Forecast You Can Defend

Weighted models, coverage math, and risk scoring that survive the boardroom.

Frictionless Handoffs

MQL→SQL SLAs, meeting QA rubrics, and AE enablement play-ins.

Experimentation That Moves the Needle

Run weekly win-rate and velocity experiments with clean baselines.

Dashboards that Drive Behavior

Five boards that reps actually use, not just admire.

Trusted by revenue teams at

NovaCRM logo OrbitOps logo ClearStack logo BrightWear logo NorthBay Labs logo KiteBank logo

"We lifted win rate by +3.9 pts and cut cycle time −18% in 90 days using this exact checklist."

From Pain to Solution

Common RevOps challenges and the exact frameworks to solve them

"Stage definitions are fuzzy."

Stage Exit Criteria Pack with examples and QA checklist.

"Forecasts swing wildly."

Driver-based model plus risk triage and commit hygiene.

"Marketing and Sales are misaligned."

SLA templates with accept/reject reasons and closed-loop feedback.

"Data is messy and dashboards sprawl."

Five canonical dashboards with fields and filters standard.

How It Works

Three simple steps to transform your revenue operations

1

Grab the Playbook

Submit the short form to get instant access.

2

Copy the Templates

Duplicate the spreadsheet toolkit and board layouts.

3

Run Weekly Rituals

Use the checklists for forecast reviews and pipeline scrubs.

What's Inside

Seven comprehensive chapters covering every aspect of revenue operations

1

Targets & Coverage Math

pp. 4–7

bookings math, coverage by segment, ramp curves.

2

Stage Definitions & Exit Criteria

pp. 8–11

examples and QA rubric.

3

Forecast Framework

pp. 12–15

commit/best case algorithms and inspection questions.

4

Handoff SLAs

pp. 16–18

MQL→SQL acceptance reasons, feedback loops.

5

Meetings that Close

pp. 19–22

discovery sheets, mutual action plans.

6

Dashboards that Matter

pp. 23–28

pipeline health, velocity, win-loss, activity quality, aging risk.

7

90-Day Rollout Plan

pp. 29–32

roles, cadence, communication templates.

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Built by Revenue Operators, for Revenue Operators

Elena Zhou, Principal at Pipeline North

Elena Zhou, Principal

Former RevOps at two unicorns; rebuilt forecasting and GTM analytics across NA/EU. Elena has led revenue operations transformations for companies scaling from $10M to $100M+ ARR.

Contributors

Rafael Moreno

Analytics

Tom Nguyen

Sales Enablement

Amara Singh

Demand Gen

Research Method

40+ interviews with revenue leaders; anonymized datasets across 27 B2B organizations ranging from Series A to public companies.

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Instant access to the complete playbook, templates, and bonus materials

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Works with Your Stack

Templates and frameworks compatible with your existing tools

Compatible Platforms

Salesforce
HubSpot
Gong
Chili Piper
Segment
Looker
BigQuery
Snowflake

Included Templates

Coverage Calculator
Stage Exit Criteria sheet
Forecast Rollup
Win/Loss Interview Guide
Weekly Pipeline Review agenda

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Your data is protected with enterprise-grade security

SOC 2-aware processes

Enterprise-grade security standards

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Bonus Materials Included

Get these additional resources when you download the playbook

Pipeline Hygiene Checklist

24 items used in weekly scrubs.

Quarterly Planning Template

Slides for board-ready target math.

Win/Loss Call Script

Structured interview guide.

Limited time: Bonuses included for downloads through December 31, 2025.

Frequently Asked Questions

Is this really free?

Yes—no credit card, no paywall. Just enter your work email and get instant access to the complete playbook, templates, and bonus materials.

Will you spam me?

We send 2–3 practical emails per month with RevOps insights and updates. Every email has a one-click unsubscribe link, and we never sell your data.

Does it work for PLG?

Yes—the playbook includes product-qualified funnel variants and guidance for product-led growth motions alongside traditional sales-led approaches.

Salesforce or HubSpot only?

Examples cover both Salesforce and HubSpot, and field maps are included. The frameworks are platform-agnostic and work with any modern CRM.

How is success measured?

Primary metrics: win rate, cycle time, and pipeline coverage. Secondary metrics: forecast accuracy and stage aging. All frameworks include measurement guidance.

Can I share with my team?

Yes—internal sharing is permitted with attribution. We encourage you to share the playbook with your revenue team to drive alignment.

"If your forecast isn't boring, your process isn't finished."

Get the frameworks, templates, and checklists to make revenue operations predictable.

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