Template for 30/60/90 RevOps Hires

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First 30 Days:

Orientation and Immersion

Onboarding and Company Orientation

  • Complete HR paperwork and orientation sessions.
  • Understand the company’s mission, values, and culture.
  • Familiarize yourself with organizational structure and key team members.

Product and Market Familiarization

  • Deep dive into the company’s B2B SaaS product.
  • Attend product demos and meet with product teams.
  • Research competitors and understand the market landscape.

RevOps Tools and Systems

  • Learn and familiarize yourself with tools and systems.
  • Attend training sessions on key technologies in use.
  • Work closely with the RevOps team to understand existing workflows.

Shadowing and Observing

  • Shadow team members to understand daily tasks and responsibilities.
  • Attend meetings with cross-functional teams to understand collaboration dynamics.
  • Start to identify areas for improvement or optimization in current processes.

30-60 Days:

Skill Development and Process Optimization

Skill Enhancement

  • Identify specific skills needed for the role (data analysis, reporting, etc.).
  • Attend relevant training sessions or workshops.
  • Collaborate with team members to strengthen your skill set.

Process Optimization

  • Analyze existing RevOps processes and identify areas for improvement.
  • Propose and implement process enhancements.
  • Collaborate with cross-functional teams to streamline workflows.

Advanced Training and Specialization

  • Attend advanced training sessions related to your role.
  • Explore opportunities for specialization within revenue operations.
  • Contribute to strategic discussions on RevOps initiatives.

60-90 Days:

Independence and Value Addition

Project Leadership

  • Take the lead on a significant project.
  • Collaborate with team members to execute and measure success.
  • Demonstrate your ability to drive results.

Cross-Functional Collaboration

  • Collaborate with other departments (sales, product, customer success).
  • Identify opportunities for cross-functional projects.
  • Gain a holistic understanding of the organization’s operations.

Future Planning and Evaluation

  • Reflect on achievements and areas for further improvement.
  • Discuss career goals and professional development with your manager.
  • Contribute ideas and insights for long-term RevOps operations strategy.

Initial Projects and Goal Setting

  • Begin working on smaller projects to apply learning.
  • Set clear goals with your manager for the next 60 days.
  • Seek feedback from peers and supervisors for continuous improvement.

We don’t want you wasting time reinventing the wheel. So we’ve prepared a Notion template that’ll help you and your new RevOps hire stay organized and on top of their game throughout the entire 30/60/90 cycle.