You Can't Automate an Undefined RevOps Workflow
Define the RevOps workflow before adding AI. Otherwise automation speeds up bad handoffs, fuzzy permissions, and broken CRM logic.
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9 min read
A Lead Is an At Bat, Not a Person
A lead should be a time-boxed engagement attempt, not the person. The contact persists; the lead opens, moves through a path, and closes.
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10 min read
What Pipeline Hygiene Dashboards Should Track in HubSpot
A pipeline hygiene dashboard should show managers which deals need cleanup this week, not give executives another stale forecast view.
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8 min read
What Should RevOps Teams Automate with AI First?
RevOps teams should automate repetitive, high-context workflows that humans can verify before they automate judgment or customer-state changes.
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8 min read
AI Memory Layer for Workflow Automation: What It Is and Why It Matters
An AI memory layer is the durable context system that keeps repeated work from resetting to zero every session.
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8 min read
What Is AI-Ready RevOps Infrastructure?
AI-ready RevOps infrastructure is a Revenue Operations system with clear entities, stable definitions, governed fields, and reliable process context, so AI can support decisions without amplifying confusion.
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4 min read
How to Design RevOps Automation Without Breaking Data Trust
RevOps automation only scales cleanly when every workflow is tied to a clear business rule, a governed field set, and a measurable operational outcome.
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4 min read
RevOps Dashboard Metrics Leadership Actually Uses
The most useful RevOps dashboards do not maximize chart count. They surface a small set of decision-grade metrics tied to funnel health, ownership, and operating momentum.
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3 min read