In the world of Revenue Operations, the ideal is a simple, elegant playbook. We’re driven to transform complex commercial needs and messy data into a streamlined process that just works. The ultimate goal? To free up our teams to excel at their core skills; selling, servicing, and creating, while the systems and automations take care of everything else in the background and ensure accurate reporting and insights.
After years of designing and implementing processes—some very successful, others valuable learning experiences, I’ve found that the most common mistake is a simple one: we chase efficiency too soon. We’re so eager to do things faster that we forget to first ensure we’re doing the right things in the first place.
Think of it like a startup. You must achieve product-market fit before you pour millions into scaling sales and engineering. In process design, the principle is the same. We must find the most effective way to get results before we try to make it efficient. This simple three-phase approach helps us with building processes that not only work but last.
1. Effect: Uncover What Truly Moves the Needle
Before you optimize, you must discover. The first phase is...
