Reporting and Analytics Best Practices for B2B RevOps

Reporting and Analytics Best Practices for B2B RevOps

Course Length:
10 modules
Course Dates:
On-demand
-
Where:
Virtual
Tuition:
$499

Course Details

Before representing marketing in the CaliberMind boardroom, Camela spent 15 years in B2B tech companies in revenue operations. She has been deeply involved in deck building for execs at companies of all stages – and knows what it takes to make executive team members look great in front of the board.

This course is a great fit for those folks in RevOps looking to improve their partnership with their executive team, and learn how to tell an effective story with data, analytics and reporting.

The perks of this course include: 

  • A Certification & Bragging Rights (Competitive Advantage)
  • A better understanding of how people process information
  • Tools to obtain better insights before the big meeting (Boost efficiency)
  • How to work with operations to maximize what you get out of your data
  • Establish professional credibility
  • Grow knowledge and skills to the next level within your profession
  • Learn skills that are in high demand
  • Experience a boost in confidence
  • Become a better mentor to others
  • Showcase competency and commitment

This course is on-demand and can be consumed at your own pace. There are 10 separate modules (details on each is below), and in addition to instructional content there will also be weekly office hours available with your instructor and a private Slack channel to interact and engage with others going through the course.

Register Here

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"I highly recommend this course! I've recently been promoted to RevOps Manager and being part of this course boosts my confidence in serving my org and growing my team as an effective RevOps leader."

Allyza Gutlay, Revenue Operations Manager @ Intiveo

What you'll learn in

10 modules

What's Included:

Module 1: Expectations by Stage

What You’ll Learn

  • What different stages mean
  • What signs different investors look for
  • How maturity drives deliverables

What You’ll Be Able to Do

  • Anticipate what’s needed
  • Manage rabbit holes and deep dives
  • Help execs defend investments without being defensive

Module 2: Teaching Up

What You’ll Learn

  • Which potholes different GTM execs face
  • Prepping execs for the tough questions
  • Navigating the left brain / right brain divide

What You’ll Be Able to Do

  • Set the right expectations
  • Predict and avoid frantic fact finding missions
  • Become a trusted advisor

Module 3: Data Storytelling

What You’ll Learn

  • Data presentation best practices
  • How to ask the right questions
  • How to think & present like a storyteller

What You’ll Be Able to Do

  • Set your execs up for a positive experience
  • Learn how to teach them to stick to the core issues instead of falling down rabbit holes
  • Frame their presentation to fit their audience’s expectations

Module 4: Infrastructure Musts - Early-Stage

What You’ll Learn

  • How lead delivery can make or break your quarter
  • Instrumenting your funnel to fit the business
  • Basic GTM KPIs and benchmarks

What You’ll Be Able to Do

  • Prevent common mistakes
  • Anticipate business needs
  • Understand how configuration correlates to board reporting

Module 5: Infrastructure Musts - Mid-Stage

What You’ll Learn

  • Why funnel metrics are critical to understanding your sales team
  • How more advanced marketing analytics can help you scale
  • Why customer success metrics are critical to every business

What You’ll Be Able to Do

  • Prevent common mistakes
  • Anticipate business needs
  • Understand how configuration correlates to board reporting

Module 6: Infrastructure Musts - Late-Stage

What You’ll Learn

  • Why attribution isn’t a marketing tool
  • How to think about scaling and improving a sales org
  • When to rethink customer success organization structure

What You’ll Be Able to Do

  • Prevent common mistakes
  • Anticipate business needs
  • Understand how configuration correlates to board reporting

Module 7: Marketing Presents

What You’ll Learn

  • Anticipate what the executive team needs
  • Prepare the CMO to answer the tough questions
  • Reduce cycles before & after the big meeting

What You’ll Be Able to Do

  • Focus on what matters
  • Reduce cycles after board meetings answering questions
  • Collaborate more effectively

Module 8: Sales Presents

What You’ll Learn

  • Anticipate what the executive team needs
  • Prepare the SVP/CRO to answer the tough questions
  • Reduce cycles before & after the big meeting

What You’ll Be Able to Do

  • Focus on what matters
  • Reduce cycles after board meetings answering questions
  • Collaborate more effectively

Module 9: CS Presents

What You’ll Learn

  • Anticipate what the executive team needs
  • Prepare the CSO to answer the tough questions
  • Reduce cycles before & after the big meeting

What You’ll Be Able to Do

  • Focus on what matters
  • Reduce cycles after board meetings answering questions
  • Collaborate more effectively

Module 10: The Final

What You’ll Learn

  • Build a story with pre-built slides
  • Where to research next
  • How to prove previous promises were delivered

What You’ll Be Able to Do

  • Prep your exec to succinctly deliver core insights
  • Figure out what matters most
  • Create a story your company believes in

Tuition:

$499

What's Included:

Each module will include a recorded lecture on the topic. Additional session activities include: 

  • Featuring real-life application of concepts for practice and exploration
  • Cheat sheets
  • Lesson slides
  • Unit quizzes
  • Final project/exam

The perks of taking this course include: 

  • A Certification & Bragging Rights (Competitive Advantage)
  • A better understanding of how people process information
  • Tools to obtain better insights before the big meeting (Boost efficiency)
  • How to work with operations to maximize what you get out of your data
  • Establish professional credibility
  • Grow knowledge and skills to the next level within your profession
  • Learn skills that are in high demand
  • Experience a boost in confidence
  • Become a better mentor to others
  • Showcase competency and commitment

PS - Rise Members get a $300 credit PER YEAR to use towards any course in the catalog, including this one :) 

FAQs

Who is this course for?

This course is a great fit for current RevOps professionals that are looking to improve their relationships with their executive stakeholders and level up their reporting and analytics game. This course is an especially good fit for those currently in a RevOps role looking to make an immediate impact that they can deploy with their current company.

What is the time commitment?

This course is on-demand, so you can take things at your own pace. Ideally, each module would take about 1 week to complete, so the overall course would take 10 weeks to complete in total. Students can expect to spend 2 - 5 hours on each module.

What if the schedule doesn't work for me?

This course is on-demand, so you can go at your own pace. Office hours will be available with the instructor based on availability, but timing for these are flexible and they will be recurring.

How many people will be in class with me?

This course is on-demand, so there is no limit on participants. In addition to course materials, there will be weekly office hours and you will have access to a private Slack group where you can engage with other students and your instructor as well.

Why does it cost money?

Tuition is set at a level that allows our staff and instructor to offer the best possible training. We believe our graduates will be well-equipped to implement their learnings immediately into their orgs, and position them for growth.

Still Have questions? You can email our team for additional help at community@revopscoop.com

Meet

Camela Thompson

Before representing marketing in the CaliberMind boardroom, Camela spent 15 years in B2B tech companies in revenue operations. She has been deeply involved in deck building for execs at companies of all stages – and knows what it takes to make executive team members look great in front of the board.

Based in Seattle, Camela has spent 15+ years in Revenue Operations in the tech industry in successful startups such as Qumulo, Extrahop, and CDK Global (formerly Cobalt) before proving herself as a customer-first growth marketer.

She is deeply familiar with the pain points that Ops teams face and is passionate about helping Ops professionals accelerate their careers. In addition, she hosts CaliberMinds' podcast, The Revenue Marketing Report, where she produces expert-fueled content devoted to helping B2B Marketers hone their craft.

Previously, Camela ran her own consultancy where she specialized in creating customer-centric brand narratives. She also served as Chief Marketing Advisor for Shepard Search Partners, Expert Advisor at the RevOps Co-Op, and volunteers as a marketing coach for under-resourced entrepreneurs through Urban Impact Seattle.

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