Blog Posts:
Have You Outgrown 1:1 SDR-to-AE Routing?
Is your current lead routing system still serving your team or has it become a hidden bottleneck slowing down pipeline velocity? As companies scale, what once worked perfectly often turns into a source of missed opportunities and frustrated reps.
This post outlines the clearest warning signs that indicate it’s time to evolve your routing logic, including increasing deal complexity, longer sales cycles, more buying group involvement, and inconsistent assignment quality. It also explores modern alternatives like signal-based, account-based, and AI-powered routing models.
To determine whether your lead routing strategy needs an upgrade, read the full post here.
AI Sales Coaching: A Complete Guide
How can AI meaningfully improve sales performance instead of becoming just another tool reps ignore? This comprehensive guide breaks down how leading organizations are using AI coaching to deliver personalized, timely, and actionable guidance at scale.
The article covers:
- Core capabilities of modern AI sales coaching platforms
- How to use conversation intelligence for real-time feedback
- Best practices for implementation and change management
- Measuring the impact on win rates, ramp time, and rep retention
To build a more effective AI-powered sales coaching program, explore the complete guide here.
How HubSpot AI Can Support More Reliable Sales Forecasting
Can HubSpot’s native AI forecasting actually deliver reliable predictions for growing B2B companies? This guide examines the strengths, limitations, and best ways to maximize HubSpot’s AI forecasting capabilities.
Main topics discussed:
- How HubSpot AI forecasting works and its key data requirements
- Common pitfalls that reduce forecast accuracy
- Best practices for data hygiene, process alignment, and model training
- When to complement HubSpot with additional revenue intelligence tools
To improve the accuracy and reliability of your sales forecasts in HubSpot, read the full article here.
Podcast Episodes:
The Fractional CRO Debate & Getting Sh!t Done with Neil Weitzman
Is hiring a Fractional CRO a smart solution or just a temporary band-aid for growing companies? This candid episode explores the real pros, cons, and best practices of working with fractional revenue leaders.
The conversation covers:
- When a Fractional CRO makes strategic sense
- How to maximize impact with limited time and resources
- Common mistakes companies make when engaging fractional talent
- Real examples of successful (and failed) fractional engagements
To understand the realities of the Fractional CRO model, listen to the full episode here.
Avoiding Common RevOps Mistakes with Adam Sharrow
What are the most frequent (and costly) mistakes RevOps leaders make as they scale? Adam Sharrow joins this episode to share hard-learned lessons from years of building and fixing revenue operations.
Key topics include:
- Over-automating too early and creating rigid processes
- Poor change management and lack of stakeholder buy-in
- Underestimating the importance of data quality and governance
- Practical advice on how to avoid these pitfalls
To learn how to sidestep common RevOps mistakes, listen to the full episode here.
Rip it out or build around it? with David Winslow, VP of RevOps at Aurasell
By: The RevOps Review
When should you rip out and replace legacy systems versus building smartly around them? David Winslow shares his philosophy on revenue systems architecture and when each approach makes sense.
The discussion explores:
- Decision frameworks for “rip and replace” vs “build around”
- Technical debt vs. business velocity tradeoffs
- Real examples from scaling revenue operations
- How to future-proof your tech decisions
To gain clarity on major revenue systems decisions, listen to the full episode here.
Webinars:
Building a Modern RevOps Data Foundation For Predictable Growth
How do you build a clean, scalable, and trustworthy data foundation that actually supports modern RevOps needs? This LinkedIn event brings together practitioners to discuss practical approaches to data architecture and governance.
The session covers key pillars for modern data foundations, common mistakes in data modeling, and how to create a single source of truth that serves sales, marketing, finance, and leadership effectively.
To strengthen your RevOps data foundation, access the full event recording here.
When Leadership Can't See the Deal: How TLC Built Commercial Governance Into the Revenue Workflow
By: RevOps Co-op ft. Dealhub ai
How do you maintain proper commercial governance without slowing down deal velocity? This session explores how leading RevOps teams are balancing control, compliance, and speed in their revenue workflows.
The discussion focuses on:
- Designing approval processes that protect the business without killing momentum
- Building guardrails for pricing, discounting, and contract terms
- The role of automation and AI in modern commercial governance
- Creating accountability while preserving sales agility
To learn how to implement effective commercial governance, join the session or watch the recording here.
