YOUR ULTIMATE REVENUE OPERATIONS CHECKLIST
Revenue Operations (RevOps) is more than just a buzzword—it’s a critical framework for aligning your sales, marketing, and customer success teams under one unified strategy. This checklist is designed to help you take a structured approach to RevOps by focusing on the core pillars: people, processes, and platforms.
Whether you're just starting to explore RevOps or looking to optimize existing operations, this resource ensures you’re not leaving key areas behind. From setting shared goals to choosing the right tech stack, each step in the checklist is tailored to help you uncover gaps, streamline workflows, and create a more predictable path to revenue growth.
By following this guide, you’ll move closer to a model where data flows seamlessly between teams, decision-making becomes faster and more informed, and customer experience remains at the center of every action. It’s about operational clarity, accountability, and long-term efficiency.
Don't let your operations become an afterthought. Use this checklist to bring RevOps front and center—so your business can scale with confidence and clarity.
Revenue Operations (RevOps) Tools
CRM RFP TEMPLATE
Choosing the right CRM—or any marketing software platform—is a major decision that can significantly impact your business growth, customer relationships, and operational efficiency. With so many tools on the market, it’s easy to feel overwhelmed by features, pricing models, integration options, and promises of performance. But selecting the best-fit solution doesn’t have to be a guessing game.
That’s why we created the Foundcoo CRM RFP (Request for Proposal) Template—to simplify the selection process and help you make an informed, confident decision. This downloadable resource is designed to guide you through every step of evaluating a CRM platform by highlighting what truly matters for your business. From functionality and data security to scalability and customer support, the template helps you ask the right questions and gather the answers you need from potential vendors.
Whether you're a startup choosing your first CRM or an established company considering a switch, this tool will keep your team aligned and focused on the criteria that impact your bottom line. Don’t waste time on trial and error—use our RFP template to streamline your search, compare options effectively, and choose a CRM that supports your goals today and grows with you into the future.
Revenue Operations (RevOps) Tools