RevOps Lab

Welcome to the RevOps Lab - a podcast exploring the art & science of Revenue Operations. Every week, Philipp & Janis host RevOps professionals to discuss best practices and lessons learnt building scalable revenue engines. This show is for everyone interested in processes, tooling, enablement, and strategies to supercharge your GTM play. To find more episodes and resources on scaling your revenue engine, visit getweflow.com/revops

#93 Aligning Product and GTM Through RevOps – with Lauren Hughes, VP, Revenue Effectiveness at Justworks

Lauren Hughes, VP of Revenue Effectiveness at Justworks and former Global Head of RevOps at InMobi, joins Janis and Philipp to share how RevOps can become the connective tissue between product and go-to-market. Lauren walks through her experience scaling RevOps during hypergrowth, driving alignment with product, and building operating cadences that keep leadership on the same page.We cover: • Lessons from scaling InMobi from $300M to $600M+ revenue • How to build RevOps from 2 people “tinkering in Salesforce” to a 25+ person team • Driving interlock between product and revenue teams under pressure • Why operating cadences matter more than tools • Balancing short-term firefighting with long-term roadmap planning • How RevOps can translate customer needs into product strategyLauren Hughes on LinkedIn:https://www.linkedin.com/in/laurenehughes10023/Pipeline Visibility Cheat Sheet: ⁠https://www.getweflow.com/content/pipeline-visibility-cheat-sheet⁠⁠ Janis on LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/janiszech ⁠ ⁠⁠  ⁠ Phillip on LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/philippstelzer⁠ Chapters:(00:00:00) Intro & Meet Lauren(00:02:00) Scaling RevOps at InMobi During Hypergrowth(00:07:15) First Hires & Building Business Planning Into RevOps(00:12:40) Driving Product <> Revenue Interlock(00:18:20) Operating Cadences & Leadership Alignment(00:23:30) Balancing Fix-It Mode With Future Planning(00:29:10) Lessons Learned & Applying Them at Justworks(00:34:30) Podcasts & Resources Lauren Recommends

09-01
39:16

#92 How RevOps Can Shape Boardroom Success – with John McMahon, Board Member, Author of "The Qualified Sales Leader" and Co-Host of Revenue Builders Podcast

In this episode, Janis and Philipp sit down with 5x CRO John McMahon, the Author of “The Qualified Sales Leader”, board member at Snowflake and MongoDB, and co-host of the Revenue Builders Podcast. John shares how revenue operations can play a critical role in preparing CROs and CEOs for board meetings, what metrics truly matter, and why scaling go-to-market teams is often harder than building products.From avoiding common pitfalls in hiring and territory planning to designing repeatable frameworks for growth, this conversation is packed with insights from someone who has guided companies through hypergrowth at the highest levels.What You’ll Learn:How RevOps leaders can equip CROs for successful board meetingsWhy headcount, productivity, and churn are the only real levers in scaling salesThe cost of hiring too late and under-investing in frontline managementWhy territory fairness is critical to rep success and retentionKey frameworks for reporting to the board (5-quarter model, productivity per rep, new logos vs. existing growth)The importance of evolving your ICP, sales process, and common language as you scaleJohn McMahon on LinkedIn: https://www.linkedin.com/in/johnmcmahon1/Pipeline Visibility Cheat Sheet: ⁠https://www.getweflow.com/content/pipeline-visibility-cheat-sheet⁠⁠ Janis on LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/janiszech ⁠ ⁠⁠  ⁠ Phillip on LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/philippstelzer⁠ Chapters:(00:00:00) Meet John McMayhem(00:03:45) Board Meeting Dynamics(00:08:20) Preparation Strategies(00:12:30) Sales Team Scaling Pitfalls(00:16:50) Proactive Hiring Importance(00:21:15) Territory Management(00:25:45) Reducing Ramp Time Through Training(00:30:00) Key Performance Metrics(00:34:40) RevOps as Strategic Eyes and Ears(00:38:10) Closing Thoughts & Book Recommendation

08-25
44:00

#91 Leverage Revenue Cadences to Drive Strategic Impact – with Kristina Kardell, Director, RevOps at Leapsome

Kristina Kardell, Director of RevOps & Strategy at Leapsome, joins Janis to explore how revenue cadences can move RevOps from execution to strategy. Kristina shares how she structures cadences that align leaders, drive accountability, and unlock real business impact.We cover: • What revenue cadences actually are—and why they matter • How to set up cadences that align GTM leadership • Turning recurring meetings into drivers of accountability • Balancing operational detail with strategic oversight • Lessons learned from scaling RevOps at Leapsome • How cadences unlock cross-functional alignmentLinkedIn:https://www.linkedin.com/in/kristinakardell/Pipeline Visibility Cheat Sheet: ⁠https://www.getweflow.com/content/pipeline-visibility-cheat-sheet⁠⁠Janis on LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/janiszech⁠ ⁠⁠ ⁠ Phillip on LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/philippstelzer⁠Chapters: (00:00:00) Intro & Meet Kristina(00:02:05) Why Cadences Are a Strategic Lever(00:06:20) Designing Cadences That Stick(00:10:45) Leadership Alignment Through Revenue Cadences(00:15:00) From Operations to Strategy(00:18:25) Lessons Learned at Leapsome(00:21:40) Final Thoughts & Key Takeaways

08-18
39:36

#90 Designing High-Performance RevOps – with Dana Therrien VP, RevOps at Anaplan

Dana Therrien, VP of Sales Performance Management and Revenue Operations Advisory at Anaplan, joins Janis and Philipp to unpack what it really takes to build a RevOps team that drives measurable impact. With deep expertise in GTM strategy, comp design, and performance management, Dana shares how to align revenue teams, structure for scale, and turn RevOps into a strategic growth driver—not just an operational support function.We cover: • How to design a RevOps org that accelerates GTM execution • The link between sales performance management and RevOps success • Common comp plan pitfalls and how to avoid them • Partnering effectively with CROs, CFOs, and sales leadership • Which skills turn good operators into strategic leaders • Why RevOps needs a seat at the executive tableDana Therrien on LinkedIn:https://www.linkedin.com/in/danatherrien/Pipeline Visibility Cheat Sheet: ⁠https://www.getweflow.com/content/pipeline-visibility-cheat-sheet⁠⁠Janis on LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/janiszech⁠ ⁠Phillip on LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/philippstelzer⁠Chapters: (00:00:00) Intro & Meet Dana (00:02:20) From Sales Performance to RevOps Leadership (00:06:05) What Great RevOps Teams Do Differently (00:10:45) Comp Plan Design – Common Pitfalls & Fixes (00:15:30) Partnering with CROs and CFOs (00:20:40) Leadership Skills That Scale (00:26:10) Structuring RevOps for Speed & Alignment (00:31:25) Final Takeaways & Book Recommendation

08-11
43:45

#89 Insights & Secrets from 10 RevOps Leaders - with Janis & Philipp

After 88 episodes, Janis and Philipp look back and highlight the most shared, cited, and saved conversations from across the show. From methodology rollouts and forecasting to CS, enablement, and strategic RevOps planning—this is a curated guide to the episodes that shaped the community.We cover: • The most actionable insights across 80+ episodes • What listeners actually implement from RevOps Lab • Which guests challenged how we think about GTM • Our favorite frameworks, rituals, and cheat sheets • What’s coming next—and how we’ll keep evolvingReview our top 10 episodes: https://www.linkedin.com/posts/janiszech_takeaways-from-9-revops-leaders-activity-7305237770560507905-M-Bx?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAIJustin Norris: https://www.linkedin.com/posts/janiszech_revops-revops-outbound-activity-7260648519277985792-PXw5?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAISamarth: https://www.linkedin.com/posts/janiszech_revops-salesops-cro-activity-7255182493337677824-YI7t?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAIMatthew Volm: https://www.linkedin.com/posts/janiszech_revops-tools-revops-activity-7252283401032863744-Y1fY?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAICrissy: https://www.linkedin.com/posts/janiszech_revops-revops-gtmops-activity-7250501664216875008-6o90?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAIJeremy: https://www.linkedin.com/posts/janiszech_revops-gtm-saas-activity-7242861308096712705-P1eA?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAILaura Adint & Sean Lane: https://www.linkedin.com/posts/janiszech_revops-revopslab-revops-activity-7241426861497462784-1kyb?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAIDaphne: https://www.linkedin.com/posts/janiszech_hubspot-revops-cs-activity-7238871265791410176-Q9To?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAITom: https://www.linkedin.com/posts/janiszech_cros-revops-revopslab-activity-7237105621039267843-pLtb?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAIBen Murray: https://www.linkedin.com/posts/janiszech_saas-revops-gtm-activity-7272607315730604033-ph1c?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAIEric https://www.linkedin.com/posts/janiszech_revops-saas-gtm-activity-7270780286269849600-2nDU?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAIToni: https://www.linkedin.com/posts/janiszech_what-are-ways-to-be-more-strategic-in-revops-activity-7269330721238880258-Iitt?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADkq4oBjquoXFjbQrLH0htfS54y5Fv-tAIChapters: • (00:00:00) Intro & Why This Recap Matters • (00:02:00) Books That Shaped the Show • (00:05:00) Forecasting, Pipeline Reviews & SPICED • (00:09:00) Planning, Board Prep & Territory Design • (00:13:00) Comp Plans, Metrics & SaaS Finance • (00:16:00) RevOps & FP&A: Strategic Convergence • (00:18:00) Community Shoutouts & What’s Next

08-04
18:39

#88 Rolling Out SPICED across a 750-Person Sales Org - with Julien Cerutti, VP of Global Revenue Strategy at Meltwater

Julien Cerutti, VP Revenue Strategy at Meltwater, shares how he led the global rollout of the SPICED sales methodology across 700+ sellers. From frontline adoption to operationalizing SPICED in Salesforce and building AI-powered deal inspections, Julien walks through a practical framework for making methodology stick—at scale.We cover: • Why Meltwater chose SPICED over MEDDIC or BANT • How to structure deal inspection cadences that actually work • Building methodology into your CRM, scoring, and dashboards • Why enablement isn’t enough—and how to align managers • Using AI agents for deal scoring, inspection, and coaching • What “10x sellers” might look like with operational AI supportJulien Cerutti on LinkedIn: https://www.linkedin.com/in/juliencerutti/ Pipeline Visibility Cheat Sheet: https://www.getweflow.com/content/pipeline-visibility-cheat-sheet⁠Janis on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/janiszech ⁠⁠  ⁠ Phillip on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/philippstelzerChapters:(00:00:00) Meet Julien & His Role at Meltwater(00:03:00) Choosing SPICED & Aligning Global Teams(00:07:20) Operationalizing SPICED in Salesforce(00:11:45) Why Deal Inspections Need Their Own Cadence(00:15:40) Enabling Managers to Drive Adoption(00:20:00) AI Use Cases: Scoring, Coaching, Feedback(00:24:15) Vision for 10x Sellers with AI Agents(00:28:40) Book Recommendations & Closing Thoughts

07-28
39:52

#87 RevOps org design & hiring best practices - with Mollie Bodensteiner, SVP of Operations at Engine

Mollie Bodensteiner, SVP of Operations at Engine, joins Janis and Philipp to unpack the RevOps org structure behind a 1,000-person company scaling at speed. Mollie shares how her team of 40+ built a pod-based model that balances enablement, systems, and sales ops—while staying fast, aligned, and strategic.From hiring 25 people in 6 months to syncing Asana, Slack, and sprint cycles, this is a playbook for anyone designing or rethinking their RevOps org.We cover: • How Engine designed a pod-based RevOps structure • The soft skills required for operating partners • Aligning enablement, systems, and ops around one roadmap • Scaling without drowning in meetings or Slack chaos • Tips for hiring across ops, enablement, and technical roles • How to run RevOps like a product org—with developers, BAs & roadmaps • Mollie’s framework for project prioritization (and saying no) • Why a “get the right people on the bus” mindset beats rigid job specsMollie Bodensteiner on LinkedIn:https://www.linkedin.com/in/molliebodensteiner/Pipeline Visibility Cheat Sheet: https://www.getweflow.com/content/pipeline-visibility-cheat-sheet⁠Janis on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/janiszech ⁠⁠ ⁠ Phillip on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/philippstelzerChapters: • (00:00:00) Meet Mollie & Her Role at Engine • (00:02:30) Why Pods? Org Design Lessons from Scaling • (00:06:00) How to Align Enablement, Ops & Systems • (00:09:45) Slack, Asana & Avoiding Communication Chaos • (00:13:00) Prioritization Frameworks & Saying No • (00:16:20) What Makes a Great RevOps Hire • (00:20:30) Running RevOps Like a Product Team • (00:25:00) When to Augment with Agencies vs. Own Internally • (00:29:30) Hiring Mindset: Skills > CVs • (00:34:00) Book Recs: Surrounded by Idiots, Thinking in Bets, Trillion Dollar Coach

07-21
38:25

#86 Towards a buyer-centric RevOps - with Lauren Silvers Director GTM at Ironclad

Lauren Silvers, GTM Programs Lead at Ironclad, joins the show to share a bold, future-focused vision for revenue operations: one that’s deeply buyer-centric, AI-assisted, and system-aware. Drawing from her talk at RevOpsFest NYC, Lauren explores how changing buyer behavior, signal-based selling, and enablement-rooted RevOps are reshaping how GTM teams operate. It’s a masterclass in where the function is going—and what to do now to keep up.We cover:- Why current sales processes frustrate modern buyers- How to reduce context-switching and tool overload for reps- What “buyer GPTs” and signal clusters mean for the future of sales- How to orchestrate actions based on signal intent—not funnel stages- Where AI already solves CRM hygiene (and why most teams still don’t use it)- How to operationalize customer-verifiable outcomes- What a 247% pipeline lift looks like when RevOps actually quarterbackLauren Silvers on LinkedIn: https://www.linkedin.com/in/laurensilvers/ Pipeline Visibility Cheat Sheet: https://www.getweflow.com/content/pipeline-visibility-cheat-sheet⁠Janis on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/janiszech ⁠⁠ ⁠ Phillip on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/philippstelzerChapters: (00:00:00) Meet Lauren & Her Talk at RevOpsFest (00:03:15) What Buyer-Centric Actually Means (00:06:00) How Buyer Behavior Is Evolving (Fast) (00:09:40) Tool Sprawl, Friction & the Case for System Change (00:13:30) AI, CRM Hygiene & What’s Already Solved (00:16:45) Signal-Based Selling vs. Funnel Thinking (00:21:00) How Intercom Built Signal Clusters That Drove +247% Pipeline (00:25:30) How to Simplify Action for Reps Without Dumbing It Down (00:29:00) Customer-Verifiable Outcomes (CVOs) in Practice (00:34:00) The Reality of Change: Culture, Systems, and Trust (00:38:30) Lauren’s Book Rec: In Search of Lost Time by Marcel Proust

07-14
42:20

#85 How to Align RevOps & FP&A – with Seth London Senior Director of RevOps at Meltwater

Seth London, VP of Revenue Operations at Meltwater, joins the podcast to unpack one of the most strategic (and misunderstood) relationships in GTM: the connection between RevOps and FP&A. With firsthand experience leading both functions, Seth shares how to bridge financial planning and go-to-market execution—without getting caught between the boardroom and the field.This episode is a practical deep dive into annual planning, metrics ownership, communication cadences, and building mutual trust between RevOps and Finance.We cover:Why most planning processes break down between FP&A and GTMHow to align top-down board targets with bottom-up GTM modelingWhich metrics RevOps should own—and which belong to FinanceWhat “joint planning” really looks like in practiceHow ARR and retention metrics drive enterprise valueWhy cadence, clarity, and relationship-building are non-negotiableSeth London on LinkedIn:https://www.linkedin.com/in/seth-london/Pipeline Visibility Cheat Sheet: ⁠https://www.getweflow.com/content/pipeline-visibility-cheat-sheet⁠Janis on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/janiszech ⁠⁠ ⁠ Phillip on LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/philippstelzer ⁠Chapters:00:00:00 Intro & Why FP&A and RevOps Often Misalign00:02:30 What Seth Learned From Working in Both Worlds00:07:00 How Meltwater Rebuilt the Planning Process00:11:45 Translating GTM Plans into Financial Models00:16:30 Weekly Cadence, Forecasting Rituals & Narrative Sync00:21:40 What Makes FP&A a Champion vs. a Blocker00:26:00 Metrics Ownership: Pipeline vs. Profitability00:31:00 The ARR Debate, Gross Retention & CFO Buy-in00:34:30 Final Thoughts & Reflections on Alignment

07-07
37:39

#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp

Janis and Philipp dive into one of the most requested topics in RevOps: pipeline visibility. What does it actually mean? Why is it so hard to get right? And what does good look like?Using the Pipeline Visibility Cheat Sheet as their guide, they break down the exact fields, signals, and metrics you need to track deal health and build trust in your forecast—without overwhelming reps or drowning in dashboard noise.We cover: • The four core layers of pipeline visibility: activity, conversation, methodology, and process • The 10 most important deal signals and how to operationalize them • How to spot bloated pipeline and early warning signs of risk • Stage conversion, sales velocity, and push count as leading indicators • How to start visibility tracking lean—and scale it over timePipeline Visibility Cheat Sheet: https://www.getweflow.com/content/pipeline-visibility-cheat-sheetJanis on LinkedIn: ⁠⁠https://www.linkedin.com/in/janiszech⁠⁠   Phillip on LinkedIn: ⁠⁠https://www.linkedin.com/in/philippstelzer⁠⁠  Chapters: • (00:00:00) Introduction & Why CRM Visibility Still Fails • (00:03:05) The 4 Layers of Visibility • (00:07:42) What Makes a Deal “Real”? • (00:13:20) Deal Signals: Champions, Pain, Urgency • (00:18:09) Sales Cycle, Pushes & Stage Conversion • (00:25:32) Visibility Metrics That Actually Matter • (00:31:00) How to Roll Out Pipeline Hygiene Without Overkill • (00:36:55) Final Thoughts & Cheat Sheet Recap

07-01
40:00

#83 Becoming strategic in RevOps with our cheat sheet - with Janis and Philipp

Janis and Philipp are back for another guest-free deep dive—this time breaking down the most downloaded cheat sheet they’ve ever released: The Strategic RevOps Cheat Sheet. In this candid Friday-afternoon recording (yes, with beer), they talk through the key pitfalls they see across hundreds of RevOps conversations and outline a practical cadence for having real strategic impact—no matter your title or team size.We cover:The most common RevOps pitfalls and how to avoid themWhy being “too reactive” kills your credibility and leverageHow to operationalize annual planning, even if you don’t own itWhat strategic cadence actually looks like (QBRs, forecast meetings, board prep)How to align planning with segmentation, territory models, and pipeline goalsThe mindset shift from tech firefighting to business partnershipTactical ways to become more strategic—even at the IC levelFree RevOps Resources:https://www.getweflow.com/revopsJanis on LinkedIn: ⁠https://www.linkedin.com/in/janiszech⁠   Phillip on LinkedIn: ⁠https://www.linkedin.com/in/philippstelzer⁠  Chapters:(00:00:00) Intro & Iced Tea vs. Friday Beer(00:02:30) Pitfall 1: The Slack-Ping Hell of Internal Requests(00:04:50) Pitfall 2: Go-to-Market Misalignment(00:06:50) Pitfall 3: Data Trust and Strategy Disconnect(00:09:00) The Mindset Shift: From Reactive to Proactive(00:11:30) Strategic Operating Cadence: Annual to Monthly(00:15:00) Bottom-Up GTM Planning and Headcount Models(00:20:30) Aligning FP&A, Sales, and Marketing on Metrics(00:23:45) From Planning to Execution: Staying Strategic(00:26:00) Owning the Revenue Cadence (QBRs, Board Decks, Forecast Meetings)(00:30:00) Strategic Impact via CSMs, Expansion, and Retention(00:33:00) Translating KPIs to Executive Language(00:36:00) Final Thoughts & Cheat Sheet Summary

06-23
35:56

#82 The 5A Framework for Strategic RevOps – with Joe Ort, RevOps Inflection

Joe Ort, Founder of RevOps Inflection and 15-year RevOps veteran, joins the show to share his 5A Framework—a repeatable, strategic approach for diagnosing, prioritizing, and scaling RevOps impact. From fractional leadership to enterprise projects, Joe walks through how the framework applies in real-world settings and how operators can use it to build clarity, credibility, and momentum.We cover: • The 5A Framework: Audit, Analyze, Align, Architect, Accelerate • How to apply the model in new roles, acquisitions, or big initiatives • The importance of stakeholder buy-in and prioritization • What most RevOps teams skip (and why it hurts long-term credibility) • How to approach change management and value communication • Common pitfalls like overloading sellers or skipping baseline metricsJoe Ort on LinkedIn: https://www.linkedin.com/in/joeort/Janis on LinkedIn: ⁠https://www.linkedin.com/in/philippstelzer⁠    Phillip on LinkedIn: ⁠https://www.linkedin.com/in/janiszech⁠    Weflow: ⁠https://www.getweflow.comChapters: (00:00:00) Intro & Meet Joe (00:02:25) The Origin of the 5A Framework (00:05:06) When to Use It: New Roles, Projects, Acquisitions (00:08:43) A – Audit: What to Assess and Why It Matters (00:13:26) Tools & Tips for a Strong Audit Phase (00:15:18) A – Analyze: From Metrics to Root Causes (00:18:41) When You Don’t Have the Data: Now What? (00:20:17) A – Align: Gaining Stakeholder Buy-In Without Overload (00:23:24) Common Pitfalls: Change Fatigue, Overcommitment (00:27:11) A – Architect: Designing for Scalability & Adoption (00:31:33) A – Accelerate: Driving Impact and Continuous Learning (00:35:03) Book Recommendation: Getting Things Done by David Allen (00:36:47) Final Thoughts & Funny Story on Lost Comp Plans

06-09
37:54

#81 Why Executives Don’t Trust the Data – with Rhys Williams, Founder & Managing Partner at Domestique

Rhys Williams, Founder of RevOps agency Domestique, joins the show to talk about one of the most frustrating (and familiar) realities in GTM: executives don’t trust the data. But the real issue? It’s almost never about the dashboard. In this episode, Rhys walks through a practical, systems-level approach to rebuilding trust in data—from strategic alignment to process design and cross-functional buy-in.We cover:Why “I don’t trust the data” rarely means bad reportingThe foundational role of GTM strategy and lifecycle stagesHow to align MQL definitions across Marketing and SalesTooling traps, reverse-engineered metrics, and the danger of dashboard overloadHow to use operating cadences like the “Demand Council” to drive alignmentWhy RevOps teams must lead with analysis and recommendations—not just dataRhys Williams on LinkedIn: https://www.linkedin.com/in/rhys-williams-24563617/ Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer    Phillip on LinkedIn: https://www.linkedin.com/in/janiszech    Weflow: https://www.getweflow.comChapters:(00:00:00) Intro & Meet Rhys(00:02:08) Why Executives Still Don’t Trust Data in 2025(00:04:16) Strategy → Process → Tools → Data → Enablement(00:07:05) Why MQLs Break Without Shared Definitions(00:10:52) From Business Goals to KPI Trees(00:13:19) Input vs. Output Metrics(00:17:55) Designing Operating Cadences that Actually Use Data(00:21:55) The RevOps Readout: How to Get a Seat at the Table(00:26:35) Leading Through Influence – Even with Executives(00:29:47) Book Recommendations: The 360 Leader, The Daily Stoic

06-02
34:16

#80 The RevOps Pendulum: Insights from 180+ RevOps pros - with Haris Odobasic, Co-Founder at Revenue Wizards

Haris Odobasic, Co-Founder of Revenue Visions and longtime RevOps leader, returns to the podcast to share the story behind his new book, The RevOps Pendulum. From writing habits and research methods to frameworks and philosophical reflections, this conversation explores both the making of the book and the strategic foundation RevOps leaders need today.We cover:The metaphor behind the "RevOps Pendulum" and why alignment drives momentumHaris’ writing process: from morning rituals to 20 months of editsSurprising insights from original research with 180+ RevOps professionalsWhy private equity firms are driving the RevOps agenda harder than VCsA practical breakdown of the book’s core pillars: Process, Enablement, Systems, and DataWhy stakeholder alignment and communication are more important than toolingHow to apply strategic planning and prioritization in the day-to-day of RevOpsHaris on LinkedIn: https://www.linkedin.com/in/harisodobasic The RevOps Pendulum: https://www.amazon.de/dp/9090398813Free RevOps resources: https://www.getweflow.com/revops  Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer    Phillip on LinkedIn: https://www.linkedin.com/in/janiszech    Weflow: https://www.getweflow.com  Chapters:(00:00:00) Introduction(00:01:06) Why Haris Wrote a RevOps Book(00:05:46) Writing Process & the Power of Discipline(00:08:33) Research Methodology and Surprising Findings(00:13:54) Book Structure and the Four Pillars of RevOps(00:17:04) Why Strategy and Communication Come First(00:22:29) Enterprise vs. Startup RevOps Priorities(00:24:48) The Role of Strategic Planning in Prioritization(00:26:55) Where to Find the Book and Join the Launch

05-26
43:48

#79 How RevOps Can Drive Enterprise Value - with Cliff Simon, GTM & RevOps Leader at Carabiner Group

Cliff Simon, GTM & RevOps Leader at Carabiner Group, joins the show to break down how RevOps leaders can influence the single metric that matters most: enterprise value. Drawing from 20+ years in go-to-market leadership and RevOps consulting, Cliff shares his framework for building strategic RevOps—focused on people, process, tech, and data. If you’re looking to position RevOps as a value creator (not just a reporting function), this is the blueprint.We cover:The four levers that drive enterprise valueHow to build a go-to-market strategy rooted in your ICPWhy process design starts at the handoffs, not in silosHow to enable change through internal champions and buy-inWhat “good data” actually means—and how to balance speed vs. accuracyWhere AI fits (and doesn’t) in modern RevOps workflowsCliff Simon on LinkedIn: https://www.linkedin.com/in/cliff-simon/ Free RevOps resources: https://www.getweflow.com/revops   Janis on LinkedIn: https://www.linkedin.com/in/janiszech    Phillip on LinkedIn: https://www.linkedin.com/in/philippstelzerChapters:(00:00:00) Introduction(00:01:14) Cliff’s Background and Carabiner Group’s Mission(00:03:30) The 4 Levers That Drive Enterprise Value(00:05:55) Building Strategy Around Your ICP and Problem Fit(00:12:20) From Strategy to Process: Where Most Teams Go Wrong(00:17:15) Process Buy-In and Frontline Enablement(00:24:45) CRM Adoption, User Experience, and Internal Advocacy(00:28:15) AI, Forecasting, and the Future of GTM(00:33:30) Data Hygiene, Trust, and the Cost of Inaction(00:37:40) Final Thoughts and Book Recommendations

05-19
34:43

#78 The 7 Strategic Priorities in RevOps – with Cristina De Martini, Research Director at Forrester

Cristina De Martini, VP and Research Director at Forrester, joins the show to break down the seven key areas where RevOps leaders should focus to drive long-term impact. Backed by thousands of real-world conversations with operators, Cristina shares a clear framework for navigating RevOps strategy—from process optimization and tech stack design to aligning with customer needs and managing change at scale.We cover:The 7 core focus areas of RevOps leadershipWhy process optimization and revenue lifecycle management are the most common pain pointsHow to use the "five whys" framework to uncover root issuesWhy unified data doesn’t always mean a single source of truthThe right way to evaluate and reduce tech debtWhat role AI should (and shouldn’t) play in RevOps strategyCristina De Martini on LinkedIn: https://www.linkedin.com/in/cristinademartini/ Free RevOps resources: https://www.getweflow.com/revops Janis on LinkedIn: https://www.linkedin.com/in/janiszech Phillip on LinkedIn: https://www.linkedin.com/in/philippstelzer Chapters:(00:00:00) Introduction(00:01:14) Cristina’s Role and Forrester’s RevOps Research(00:04:19) The 7 Strategic Priorities in RevOps(00:06:45) Revenue Process Optimization: The #1 Conversation Topic(00:13:15) How to Uncover Root Causes with the Five Whys(00:17:19) The Biggest Data Challenges in RevOps(00:23:26) Structured vs. Unstructured Data for AI Readiness(00:30:23) Tech Debt, Redundancy, and Adoption(00:33:00) Aligning Tech Strategy with Business Outcomes(00:37:22) Book Recommendation: The Power of Positive Leadership

05-05
41:21

#77 Building Partner Operations from Scratch – with Hassan Irshad, CEO of RevInfinity

Hassan Irshad, Founder & CEO of RevInfinity and longtime RevOps leader, joins the podcast to shed light on one of the most overlooked pillars in revenue operations: Partner Ops. From building channel ecosystems from scratch to enabling partners and tracking ROI, Hassan walks us through the operational frameworks and tooling that power modern partner programs—and explains why it’s time for RevOps teams to stop ignoring this high-impact lever.We cover:What Partner Operations is and why it's a strategic RevOps pillarHow partnerships accelerate deals, increase ACV, and improve win ratesCommon partnership models (referrals, integrations, strategic alliances)How to measure partner-influenced vs. partner-sourced pipelineTools of the trade: PRMs, Salesforce integrations, and CrossbeamAvoiding channel conflict and designing fair compensation structuresThe 3 tips every RevOps team should know before launching a partner motionHassan Irshad on LinkedIn: https://www.linkedin.com/in/hassan-irshad-5b0a6840/ Free RevOps resources: https://www.getweflow.com/revops  Janis on LinkedIn: https://www.linkedin.com/in/janiszech   Phillip on LinkedIn: https://www.linkedin.com/in/philippstelzer  Chapters:(00:00:00) Introduction(00:02:21) What is Partner Ops and Why It Matters(00:05:39) The Shift in Buyer Behavior & the Role of Ecosystems(00:07:46) Case Study: Building Partner Ops at Fundraise Up(00:10:37) When to Start Thinking About Partner Ops(00:13:53) Partner Models Explained: Referral, Channel, Integration, Strategic(00:18:42) How to Track Attribution, Compensation, and ROI(00:22:20) Partner Enablement and the Role of PRMs(00:25:08) Common Challenges: Alignment, Visibility, Data Chaos(00:32:00) Designing Incentives & Avoiding Channel Conflict(00:36:00) Top 3 Tips for Getting Started in Partner Ops(00:39:00) Book Recommendation: Ecosystem-Led Growth by Bob Moore

04-21
42:32

#76 ReUpload: How RevOps & Finance can drive SaaS metrics - with Ben Murray, Founder at The SaaS CFO

This is a reupload of the episode – perfect for anyone who missed it or wants to listen again.Ben Murray, widely known as The SaaS CFO, joins the RevOps Lab Podcast to share his expertise on SaaS finance metrics, forecasting, and how revenue operations and finance can collaborate effectively. Drawing from his extensive experience as a CFO in SaaS companies, Ben dives deep into the importance of understanding key SaaS metrics and the relationship between RevOps and financial planning.We cover:- Understanding the key SaaS financial metrics: bookings, revenue, and MRR- The role of RevOps in forecasting and planning- The relationship between bookings and revenue recognition- Best practices for revenue forecasting and pipeline management- How to align RevOps with finance for better business outcomesBen Murray on LinkedIn: https://www.linkedin.com/in/benrmurray/RevOps Letter: https://www.getweflow.com/revopsletter Janis on LinkedIn: https://www.linkedin.com/in/janiszech Philipp on LinkedIn: https://www.linkedin.com/in/philippstelzer Weflow: https://www.getweflow.com Chapters:(00:00:00) Introduction(00:01:17) Ben’s Background and the Start of The SaaS CFO(00:03:59) Key SaaS Metrics: Bookings, Revenue, and MRR(00:07:31) Revenue Recognition and SaaS Finance(00:14:39) Forecasting and the Role of RevOps(00:19:06) How Finance and RevOps Collaborate(00:24:00) SaaS P&L Structure and COGS(00:28:56) Best Practices for Sales and Marketing Expenses(00:35:30) Final Thoughts and Advice

04-14
44:39

#75 Salesforce Data Hygiene: How to Get It Right - with Janis & Philipp

Janis and Philipp return for another solo deep dive—this time unpacking one of the most downloaded resources they've released so far: the Salesforce Data Hygiene Cheat Sheet. Based on 100+ conversations with RevOps leaders and a viral LinkedIn post that sparked a flood of feedback, this episode breaks down the real-world challenges of maintaining clean CRM data—and what to do about it.We cover:The 8 most common Salesforce data hygiene challengesWhy bad data is worse than no data at allHow to approach activity capture (and why Einstein Activity Capture isn’t it)Tools and workflows to clean, enrich, and maintain your CRMHow AI summaries and automated field updates can drive data accuracyValidation rules, stage criteria, and building hygiene dashboardsQuick wins that create trust in your CRM without overwhelming repsSalesforce Data Hygiene Cheat Sheet : https://www.getweflow.com/content/salesforce-data-hygiene-cheat-sheetFree RevOps resources: https://www.getweflow.com/revops  Janis on LinkedIn: https://www.linkedin.com/in/janiszech   Phillip on LinkedIn: https://www.linkedin.com/in/philippstelzer  Chapters:(00:00:00) Introduction(00:03:26) The Big Challenges in Salesforce Data Hygiene(00:10:22) Quick Win #1: Advanced Activity Capture(00:15:05) Quick Win #2: Conversation Intelligence + AI Summaries(00:21:16) Quick Win #3: Field Updates from AI Prompts(00:23:57) Quick Win #4: Stage Criteria and Validation Rules(00:28:15) Quick Win #5: Monthly Data Review & Cleanup(00:29:25) Quick Win #6: Hygiene Dashboards and Transparency(00:30:52) Book Rec & Final Thoughts

04-07
33:59

#74 A RevOps Guide to Signal-Based Outbound - with Soham Maniar, Head of RevOps & Sales Development at Weaviate

Soham Maniar, Head of Revenue Operations at Weaviate, joins the podcast to unpack the power of signal-based outbound. From tracking product usage to de-anonymizing GitHub activity, Soham shares how he built a smarter, more precise outbound motion—one that prioritizes timing, intent, and efficiency over brute force volume. This episode is packed with practical insights for RevOps leaders looking to modernize their go-to-market strategy.We cover:What signal-based outbound really means (and why it matters now)How to identify the signals that indicate buying intentThe importance of signal “stacking” and account-level densityTools and tactics for orchestrating cross-channel outboundCommon mistakes and how to avoid signal noise and vendor bloatHow to operationalize scoring, prioritization, and automationSoham Maniar on LinkedIn: https://www.linkedin.com/in/sohammaniar/Free RevOps resources: https://www.getweflow.com/revops  Janis on LinkedIn: https://www.linkedin.com/in/janiszech   Phillip on LinkedIn: https://www.linkedin.com/in/philippstelzer  Chapters:(00:00:00) Introduction(00:01:02) Soham’s Role at Weaviate and RevOps Journey(00:03:05) Defining Signal-Based Outbound(00:06:02) Universal Signals: Website and Product Usage(00:08:59) Channels, Signals, and Stacking at Weaviate(00:14:33) Prioritization, Awareness Curves, and Buyer Density(00:22:50) From Fit to Behavior: Rethinking ICP(00:24:07) Orchestration: Enrichment, Automation & Activation(00:28:39) Real-Life Automation Examples(00:29:45) Top Mistakes and Lessons Learned in Signal Ops(00:33:01) Book and Blog Recommendations

03-31
36:38

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