Sales & Go-To-Market Playbooks
Connect your live data to our templates to get started quickly.
Revenue-org wide goal setting is critical — but tricky. Here's the playbook align revenue orgs & smash company-wide goals.
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Matt Volm
CEO @ RevOps Co-Op
Want to build an efficient marketing engine? Start with a firm grasp over your end-to-end funnel. 🚀
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Kathleen Estreich & Emily Kramer
Founders @ MKT1
Keep your team on target and banging the gong. Pipeline Review by the legendary Jeff Ignacio.
![Jeff Ignacio](https://framerusercontent.com/images/J5IrZ7lga67DlNhwQueldUWNng4.jpg)
Jeff Ignacio
Head of GTM Ops at RegrowAg & Founder of RevOps Impact
Pipeline coverage is essential for aligning sales & marketing and will improve both forecast accuracy & your funnel. But you can't build it with Salesforce.
![](https://framerusercontent.com/images/mUjuE4l7RaaLd8aFoFbQ7jLjKok.jpg)
Andy Mowat
Head of GTM Ops, Carta
Show marketing impact with this weekly or monthly OKR report by Kevan Lee, co-founder of Bonfire and 3X VP Marketing.
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Kevan Lee
Co-Founder of Bonfire & 3X VP Marketing
Being able to see your sales data over time is essential for decision-making, forecasting, identifying issues, and more. But you can't do it easily in your CRM.
![](https://framerusercontent.com/images/sqPZhwwwtBIhQSqo8uDleKoIk0.jpeg)
Stephen Daniels
Head of GTM Ops, Cresta
Get to clean sales data in 90% less time. Essential for optimizing your GTM motion. A complete playbook with (optional) hands-on support.
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Daniel Cohen-Arcamone
Ex-Chief of Staff & Biz Unit Head @ CloudKitchens
An end-to-end program to grow your sales.
Offering end-to-end RevOps services, without hiring.
Manage revenue & sales growth seamlessly with an at-a-glance scorecard that makes sure you meet or beat plan, everytime.
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Sarah Riley
CFO @ dbt
Gain critical insight into how leads convert over time for both forecasting and optimization.
![](https://framerusercontent.com/images/BLZwWudHzsrXcBCCMHxlgIOE0Y.png)
Kathleen Estreich & Emily Kramer
Founders @ MKT1
The most fundamental view of your end-to-end funnel & how it's evolving. Critical to building an efficient marketing machine.
![](https://framerusercontent.com/images/BLZwWudHzsrXcBCCMHxlgIOE0Y.png)
Kathleen Estreich & Emily Kramer
Founders @ MKT1
Connect your CRM and get what LG Guerra refers to as the “24 metrics every CRO needs to track”
An easy-to-use revenue forecasting tool that ensures you hit your sales and pipegen targets.
![](https://framerusercontent.com/images/qLFvPJcP3djsmVPAx5llcRM0gE.jpg)
Ahin Thomas
CRO & RevOps Leader
Generate lots of pipeline. Walk through rep performance to spot opportunities for knowledge sharing & coaching.
Build a profitable SaaS marketing engine by tracking marketing performance throughout the sales funnel.
Reduce churn & increase expansion by ensuring your customers get an 11/10 support experience.
You need these metrics build an efficient, top-performing sales team.
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