From Spreadsheet to System
For IT SMB founders running revenue on a spreadsheet.
- CRM templatepopulated live in the room
- Stage definitionsyour team will actually use
- Personal planin your inbox within 24h
In-house workshops
Working sessions that fix the real problem.
Small group. Your data. Templates you fill in yourself. You walk out with a plan you can run on Monday, not a deck you’ll never open.
- Built around your team — no slide deck recycled from a previous client
- Documented decisions, owned actions, and a 90-day plan you can move on Monday
- One conversation before anything’s confirmed — if it’s not the right format, you’ll hear that
4–12
participants
per cohort
per cohort
24h
individual plan
delivery
delivery
3mo
follow-up
check-in
check-in
Reserve your spot
Save your seat
A few basics, and we’ll match you to the right cohort.
HOW IT WORKS
You bring the problems. They get worked out — with you, in the room.
Your real data. Short diagnostic on arrival. Written plan in your inbox within 24 hours.
1
QR check-in
Scan on arrival and complete diagnostic form
2
Live dashboard
Answers feed real-time dashboard
3
Facilitated session
Workshop runs on your data
4
Individual plan
Prepared within 24 hours
Then choose how you continue
Included
3-month check-in
Group + individual progress report. No extra cost.
One-time project
Execution by RevOps XL
RevOps XL builds out the plan end-to-end. Fixed scope, fixed fee.
Retainer
Fractional Revenue Operations
RevOps XL embeds as your RevOps function. Monthly retainer.
Open cohorts
Three formats. Same outcome.
Existing RevOps XL customers: complimentary · 1 cohort per quarter
RevOps Foundations for Scaling IT
For SaaS & IT consultancies feeling the friction of scale.
- Full diagnosisof your revenue motion on day 1
- 90-day planbuilt by you, owned by your team
- Team alignmentdecisions logged, not lost
Clean Data, Reliable Pipeline
For CRM admins & RevOps managers who can’t trust the data.
- CRM auditof YOUR live setup, not a template
- Field standardsyour team co-creates and adopts
- Governancethat survives Q&A from leadership
Who leads the workshops
Led by a practitioner. Not a slide deck.
10+ years building the systems that drive revenue for IT, SaaS, and managed service providers. Every workshop is grounded in real implementation — not theory.
The right mix
A cross-functional room changes everything.
4 to 12 people per session. Small enough that no one hides, big enough for the friction between teams to surface. Tap a role to see what they leave with.
After the workshop
In your inbox · 24 hours after
A plan. Not a presentation.
90-day GTM plan
Action plan
90 days, owned by you.
CRM governance
Drafted with your team.
3-month check-in
To keep momentum.
Workshop series in practice
CEO. Pre-sales. CS. One system. Three rooms.
Six weeks. Same system, three audiences. Each room had its own friction and its own definition of “works.” It got worked out one room at a time.
Room 1
CEO & senior leadership
Read the forecast. Decide what the pipeline is actually telling them. Agree on what gets fixed first — and what the cost of waiting is.
- Forecast methodology rewritten
- Definition of a real opportunity
- Quarter-level priorities locked
Room 2
Pre-sales & solution engineering
How to use the system to qualify out earlier, log the right signals during scoping calls, and stop carrying dead deals for the AE.
- Scoping playbook in the CRM
- Required fields tied to stage gates
- Pre-sales ↔ sales handoff ritual
Room 3
Customer Success
Turn the post-sale signal into renewal & expansion motion. NPS, health scores, and the boundaries between CS, support and account management.
- NPS program stood up
- Health-score model agreed
- Renewal motion mapped to CRM
What changed
+33pts
Forecast accuracy in 6 weeks
2.1×
Pre-sales → sales conversion
−47%
Late-stage stall rate
“The three rooms saw the same diagram on the wall. That was the first time the whole revenue org actually agreed on what was broken.”
— VP Revenue Operations, global software consultancy
Can I cancel or reschedule my booking?
Workshops are non-refundable. You’re booking a dedicated session for your company on a set date, and we hold that time to prepare and run it. If plans change we’ll reschedule to another date that works for your team — or you can cancel — but the fee isn’t returned.
What if a teammate can’t make it?
Substitutions are free at any point. If someone has to drop out entirely, the seat carries over to the next cohort — no extra cost.
Are sessions recorded?
The facilitated discussion stays in the room — the point is for people to speak freely about what’s actually broken. Recap notes, decisions, and the individual plan are documented and shared within 24 hours.
Which CRMs do you cover?
HubSpot and Salesforce in depth. Pipedrive, Zoho, and Microsoft Dynamics at a working level. If your stack is something else, tell us in the form — you’ll get an honest read on whether the workshop will land.
Can we run a hybrid session (some in-person, some remote)?
Yes, on case-by-case. The facilitation works best when everyone’s in the same mode, but a small remote group joining an on-site session is workable.
What if I want a deeper engagement than a workshop?
The GTM Strategy Audit is the next step up — a senior diagnosis of your full motion in 40 hours. The workshop is a half-day to two-day intervention; the audit is the deep read.
Request a workshop
Tell us about your team.
Built around your situation — reply within 2 business days with format, agenda & logistics.
- On-site EMEA & NA · Online globally
- Groups of 4–12
- Standalone engagement — no contract needed