FRAMEWORK
ALIGN Model
RevOps Playbook
A comprehensive framework designed to align marketing, sales, and customer success around shared revenue goals. Transform your revenue operations with the systematic ALIGN methodology.
The ALIGN Framework
Five systematic components that ensure every RevOps initiative is measurable and continuously improving.
A
Audit & Assess
Evaluate existing processes, tools, and data quality to identify gaps and inefficiencies.
Comprehensive process mapping
Technology stack evaluation
Data quality assessment
Performance gap analysis
L
Link Teams & Processes
Define handoff criteria, SLAs, and accountability structures between Marketing, Sales, and CS.
Cross-functional SLA definition
Handoff criteria documentation
Accountability frameworks
Communication protocols
I
Integrate Data Sources
Establish a single source of truth by unifying CRM, marketing automation, analytics, and financial systems.
System integration mapping
Data flow optimization
Single source of truth creation
API connection management
G
Govern KPIs & Dashboards
Standardize metrics, dashboards, and reporting cadences so every stakeholder uses consistent definitions.
KPI standardization
Dashboard governance
Reporting cadence setup
Metric definition alignment
N
Nurture Continuous Improvement
Implement regular audit cadence, collect feedback, and iterate on processes and technology.
Quarterly review processes
Feedback collection systems
Iterative improvement cycles
Performance optimization
Transform Your Revenue Operations
The RevOps Playbook helps you build a cohesive revenue engine that drives predictable growth.
Transform disparate revenue functions into a cohesive engine
Drive predictable, sustainable growth
Eliminate silos between marketing, sales, and customer success
Establish systematic, measurable RevOps processes
Create accountability and transparency across teams
Build a foundation for continuous improvement
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