Sales & RevOps OS
A working set of sales and revenue-operations procedures, from first lead to closed-won and reporting. They are written to be adapted: swap in your own tools, stages, and thresholds. The systems named here (CRM, document, and finance platforms) are examples of a modern stack, not requirements.
The end-to-end process from lead generation to closed-won, with the CRM and document systems as systems of record.
PipelineWhen and how to create opportunities in the CRM, from a lead or a contact, without creating duplicates.
LifecycleMoving leads and deals through a consistent lifecycle with stage discipline, SLAs, and partner-lead handling.
PartnersHow partners are onboarded, how partner-submitted leads are managed, and how commissions are earned.
ReportingHow annual recurring revenue is defined, tracked, reported, and corrected, aligned to pipeline and bookings.
ReportingA single source of truth for bookings: monthly process, archiving, booking types, and discrepancy escalation.
SystemsThe tool categories that power a revenue operation, who owns each, and how they connect to the CRM.
Each module is a plain-language SOP you can adopt as written or adapt to your operation. Swap in your own tools, stages, and thresholds. A fuller end-to-end sales playbook is in progress and will join this library.