Chapter 7: RevOps That Actually Drives Revenue

Admin
May 19
2 min read

Updated: May 20

Chapter 7 of Operations That Scale

It’s tempting to think revenue operations (RevOps) is something you think about post-Series A where you develop sales playbooks and strict revenue targets. At Compact, we think the opposite: the earlier you get your sales operations right, the more revenue you keep.

Especially in purpose-driven businesses where sales cycles may be non-linear, deal sizes variable and customer relationships more complex, having structured, automated RevOps from day one is a quiet superpower. Below we have summarised our approach.

The problem with early-stage sales ops

What we see most often:

A CRM that was set up in a burst of motivation but is now half-used and abandoned
Deals that live in the CEO’s head or buried in email
No alerts for renewals or follow-ups just memory
No reporting or dashboard until investors ask for one

What early RevOps should do

You don’t need a VP Sales. You’re likely to need:

Clean CRM workflows that match how you sell
Visibility into deal stages and forecast especially when fundraising
Triggers for renewals, upsells and onboarding
Dashboards that reflect live revenue performance

It should feel like a sales safety net. It’ll help you close more, retain more and know where you stand today.

Our view: keep it simple, keep it useful

Early RevOps is not about sophisticated automations. It’s about clarity, follow-through and systems that protect current and future revenue.

We help you:

Clean and structure your CRM (whether in HubSpot, Pipedrive or Notion CRM)
Set up automations for task reminders, follow-ups and contract tracking
Build real-time dashboards (e.g. new MRR, churn, close rate)
Create basic renewal workflows based on contract data
Train your team to use the system, and refer to it so the team stays accountable