All Guides 🤝 B2B & Sales

Revenue Operations Guides

Drive B2B growth with demand generation and sales enablement

25 guides available

intermediate 3-4 hours

How to Create a Revenue Operations Playbook

Learn how to align your sales, marketing, and service teams with a practical RevOps playbook designed for Australian small businesses.

intermediate 2-3 hours

How to Build a Customer Health Score System

Learn how to predict churn and identify expansion opportunities by building a data-driven health score for your Australian small-to-medium business.

intermediate 45-60 minutes

How to Identify Revenue Leaks in Your Sales Process

Stop losing money to inefficient workflows. Learn how to find and fix the gaps in your sales funnel that are costing your Brisbane business growth.

intermediate 60-90 minutes

How to Set Up Automated Revenue Reporting

Learn how to connect your sales data to automated dashboards so you can stop manually updating spreadsheets and start growing your business.

intermediate 60-90 minutes

How to Track Lead-to-Customer Conversion Rates

Learn how to bridge the gap between your marketing leads and actual sales to calculate your true ROI and scale your Brisbane business effectively.

intermediate 60-90 minutes

How to Align Sales and Marketing Goals in a Small Team

Learn how to stop the 'blame game' and create a unified revenue engine for your Australian small business.

intermediate 2-3 hours

How to Create a Monthly Revenue Forecasting System

Learn how to build a reliable revenue forecasting system to predict cash flow, manage growth, and make data-driven decisions for your Australian business.

intermediate 30-45 minutes

How to Calculate Customer Acquisition Cost (CAC)

Learn how to accurately calculate your CAC to understand exactly what you're paying to win each new customer and grow your business profitably.

intermediate 45-60 minutes

How to Set Up Sales Pipeline Tracking Without Enterprise CRM

Learn how to build a professional sales pipeline using affordable tools like Google Sheets or Trello to track leads and close more deals.

intermediate 45-60 minutes

How to Build a Simple Revenue Dashboard for Small Business

Learn how to track your sales, profit margins, and growth trends using a simple Google Sheets dashboard designed for Australian small businesses.

intermediate 4-6 weeks (implementation phase)

How to Implement CPQ Systems for Sales Efficiency

Learn how to automate complex pricing and quotes to speed up your sales cycle and eliminate manual errors in your Australian business.

intermediate 2-3 hours

How to Create Expansion Revenue Playbooks

Learn how to unlock hidden growth within your current customer base using structured expansion revenue playbooks.

intermediate 45-60 minutes

How to Design Compensation Plans That Drive Revenue

Learn how to build a high-performance sales compensation structure that aligns your team with your business growth goals.

intermediate 2-3 hours

How to Build Automated Quote-to-Cash Workflows

Learn how to automate your sales cycle from initial quote to final payment to save time and reduce manual errors in your Australian business.

intermediate 2-3 hours to draft, 2 weeks to implement

How to Create a Sales and Marketing Alignment Framework

Learn how to bridge the gap between sales and marketing to drive more revenue and improve your ROI with a practical alignment framework.

intermediate 45-60 minutes

How to Build Revenue Forecasting Models with Historical Data

Learn how to use your past business data to predict future growth and make smarter financial decisions for your Australian small business.

intermediate 4-6 hours

How to Design Territory Planning for Sales Efficiency

Learn how to divide your market into high-performing sales territories to maximise revenue and ensure your team is hitting the right targets.

intermediate 60-90 minutes

How to Implement Lead Scoring to Predict Conversions

Learn how to build a data-driven lead scoring model that identifies high-value prospects and boosts your sales efficiency.

advanced 2-4 hours

How to Design Revenue Operations Dashboards for Executives

Learn how to build high-level RevOps dashboards that align your sales, marketing, and success teams while providing executive-level clarity.

advanced 4-6 hours

How to Build Renewal Prediction Models for SaaS

Learn how to build a data-driven renewal prediction model to reduce churn and protect your SaaS recurring revenue.

advanced 3-4 hours

How to Implement Revenue Attribution Across All Touchpoints

Learn how to track every marketing dollar back to actual revenue using multi-touch attribution and CRM integration.

advanced 120-180 minutes

How to Build Customer Health Scoring for Churn Prevention

Learn how to build a data-driven health scoring system to identify at-risk customers and prevent churn before it happens.

advanced 2-3 hours to plan, 2 weeks to implement

How to Implement Deal Desk Processes for Complex Sales

Learn how to streamline high-value contracts, manage approvals, and boost revenue with a structured Deal Desk for your Australian business.

advanced 45-60 minutes

How to Implement Pipeline Velocity Optimization

Learn how to speed up your sales cycle and increase revenue efficiency with our step-by-step guide to Pipeline Velocity Optimization.

advanced 4-6 hours (initial setup)

How to Build a Unified Revenue Operations Tech Stack

Learn how to connect your sales, marketing, and service tools into a single source of truth to drive predictable growth for your Australian business.

Need Expert Help?

Our team can help you implement these strategies and more. Book a free consultation.

Book Free Consultation