Sales wants pipeline visibility. Finance wants forecast accuracy. The CEO wants efficient growth at scale. In 12 weeks, you'll rebuild RevOps as the system of record across pipeline, forecast, comp and territory — with AI doing the heavy lifting.
The Reality Check
You're a senior RevOps leader: Head of RevOps, VP RevOps, Director of Sales Ops at a Series B+ SaaS company. You own pipeline data, forecasting cadence, comp design, territory plans and the GTM tech stack.
You've inherited a Salesforce instance someone implemented in 2020. A forecast that's wrong 60% of the time. A comp plan that pays the wrong behavior. And a CEO who wants 'better data' without telling you which decision they want to make with it.
You've trialed Clari, Gong, BoostUp, Common Room. You've drafted three versions of the pipeline hygiene policy. You've watched a deal slip and no one could tell you why on Friday.
You need to design the system. Not chase the symptoms.
The Opportunity
At scale, RevOps is the function that compounds — every basis point of forecast accuracy, every hour saved on rep admin, every territory call that doesn't blow up comp. The leaders who design the system early run efficient orgs. The ones who keep firefighting watch quota attainment slide.
Boards now ask CROs about forecast accuracy and CAC payback before they ask about quota. That makes RevOps the leverage seat. And a small group of RevOps leaders has gone further — building portfolio careers as fractional RevOps leaders and GTM advisors, on the back of the systems they built.
This program installs the operating system. You leave more valuable inside your role first, with the optionality of a portfolio path if and when you want one.
The Solution
A 12-week peer advisory program for sitting Heads of RevOps, VPs and Senior Directors at scale-stage SaaS companies. Five anchor outputs, twelve live sessions, one live AI RevOps workflow running on your real Salesforce data.
Stop running RevOps in spreadsheets. You'll ship a pipeline hygiene framework, a forecast cadence, and a metrics tree that's defensible in a board meeting.
Five anchor outputs you can actually use — diagnostic, forecast model, comp plan, territory plan, and an AI RevOps workflow. Demoable, defensible, durable.
Pressure-test your forecast model and comp plan in a curated, NDA-protected room of fellow RevOps leaders. Peer pairs, weekly check-ins, no vendor pitches.
Learn the sequence to make yourself indispensable where you are — and, when you're ready, to land fractional RevOps mandates or advisory seats.
The Five Anchor Outputs
Who This Is For
Heads of RevOps, VPs and Senior Directors of Revenue Operations, Sales Ops and GTM Strategy at Series B+ B2B SaaS companies.
Tired of being asked for the data without being asked the question. Ready to design the system — not patch the dashboards.
You want to ship workflows and systems, not just decks. RevOps as a strategic function — not the analytics team.
Not for: Junior sales ops analysts, BI engineers, or anyone looking for a 'Salesforce admin 201' course. This is a RevOps-leadership room.
Your Guide
Veteran RevOps Leader · Forward Achieve Partner
Your guide has built RevOps from scratch at two unicorn SaaS companies, run forecast at $200M+ ARR, redesigned three comp plans live, and currently advises Series B–D RevOps teams as a fractional leader. The curriculum draws on the Forward Achieve RevOps library, the Beast Score diagnostic and a library of unlisted RevOps leader interviews.
What to Expect
Frequently Asked
Yes. Every workflow runs on your real CRM. We don't make you adopt a new tool — we instrument the one you have.
No. Stack is no-code or AI-assisted. RevOps leaders are exactly who this is designed for.
No. We design with the CRO in mind. The artifacts you ship make their job easier — better forecast, cleaner comp, defensible territory.
2–3 hrs most weeks, ~5 in build weeks.
Most courses teach Salesforce or the SiriusDecisions model. This one ships an end-to-end OS with an AI workflow running on your real pipeline.
Ship Anchor 1 by Week 3 and decide — tell us and we'll refund. [CONFIRM refund terms.]
The Full Syllabus
Three stages. Twelve weeks. Click any stage to expand.
Run the RevOps Beast Score. Diagnose forecast accuracy, pipeline hygiene, CAC payback. Draft your 12-week target.
Session 1 · 90 min · Orientation.
Map your motion (PLG / sales-led / hybrid) against the Substitute/Augment/Elevate framework. Top 3 automation candidates.
Session 2 · 60 min · Motion clinic.
One-page diagnostic across hygiene, forecast, CAC, ramp, tooling. Peer-tested live.
Session 3 · 90 min · Diagnostic clinic.
Claude Code + Notion. Load CRM exports, call recordings, win/loss interviews. Query your own KB.
Session 4 · 60 min · Build session.
Walkthrough of bottoms-up models that hold weekly. Draft your variance analysis. Ship one production prompt for deal-risk scoring.
Session 5 · 90 min · Forecast lab.
v2 forecast model live. Send to CFO. Track variance for the rest of the program.
Session 6 · 60 min · Forecast clinic.
Comp plan calibrated to motion. Territories with named accounts. QBR-ready.
Session 7 · 90 min · Comp shipped.
Pre-score 3 candidate metrics trees. Run the Filter Test. Lock your anchor.
Session 8 · 60 min · Metrics clinic.
Coverage, velocity, conversion, retention, NDR + leading indicators. Push to leadership.
Session 9 · 90 min · Metrics role-play.
Audit your GTM stack. Identify two tools to sunset, one to invest in. ROI math attached.
Session 10 · 60 min · Stack audit.
Ship one workflow on real Salesforce data — hygiene agent, forecast assistant, or deal-risk scorer.
Session 11 · 90 min · Workflow built live.
Present 5 anchors + live workflow. Sign 90-day plan.
Session 12 · 90 min · Demo Day.
Apply
This is the inaugural run of the program. Pricing, access, and the seat at the table all reflect that — and won't repeat in future cohorts.
Seven seats deserve a conversation, not a form — so there's one step:
Internal: Sales playbook — ICPs, Apollo search & 5-touch sequences ↗
If you're a sitting Head of RevOps or VP RevOps at a scale-stage SaaS company ready to design the system — let's talk.