Template for 30/60/90 RevOps Hires
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.