This course contains the use of artificial intelligence.

403 tools for RevOps in one course: 12 downloadable workbooks, 253 ready-to-use templates, procedures, checklists, AI prompts and formulas, 115 models and methods, and 23 services and apps shown on screen.

Open a lecture, take the tool, use it on your own funnel.

Why three teams report three different numbers

Marketing counts leads, sales counts deals, customer success counts renewals, and each team has its own definitions and its own spreadsheet. The CEO asks a simple question and gets three answers. Leads get lost at the handoff. The CRM is full of fields nobody fills in. RevOps exists to make one funnel, one set of definitions and one source of data for all three teams.

What changes after this course

You describe the funnel from the first touch to renewal with clear criteria for each stage. Handoffs between teams run under an agreement with deadlines. Metrics have one formula each and one owner. The CRM has the fields you need and data you can trust. Routine steps are automated, and you know what the automation returns. And you have a plan for the first 90 days that management has approved.

What is inside: 403 tools, counted file by file

You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.

• 12 downloadable workbooks: a unit economics calculator, a CEO dashboard workbook, a metrics mapping workbook, a CRM audit and gap analysis, a CRM field architecture workbook, a data quality scorecard, an automation roadmap and ROI workbook, a process maturity workbook, a tech stack audit, a business case template, a 90-day implementation workbook and a maturity assessment
• 253 ready-to-use tools inside the presentations:
• 61 question lists and scripts: RevOps role explanation, RevOps objection handling, OKR review discussions
• 49 templates and sample documents: revenue handoff SLA, revenue funnel tracker, RevOps CEO dashboard, CRM object and field architecture
• 45 step-by-step procedures and workflows: 30-60-90 day plan, MQL handoff, revenue funnel automation rules, tech stack audit
• 42 checklists: sales-to-CS handoff, actionable metrics audit, CRM hygiene, RevOps readiness
• 29 scorecards, rubrics and matrices: RACI matrix, RevOps maturity matrix, cross-team metrics matrix, revenue red flag decisions
• 13 ready AI prompts: lead scoring model, revenue funnel audit, RevOps dashboard, lead routing design
• 7 formulas and metric sets: RevOps KPI definitions and targets, revenue funnel KPIs and targets, RevOps KPI calculations and benchmarks
• 7 other working tools: sales base salary decision tree, negotiation style self-assessment, team effectiveness feedback exercise
• 115 models and methods explained with examples: AIDA funnel model, bow-tie funnel, BANT lead qualification, North Star Metric
• 23 services and apps shown on screen, from a quick look to a detailed demo: Jira, Trello, Asana, Slack, Miro, Notion, Zapier and others

Where the tools are

• RevOps core (6 sections, 102 tools). The role and the system, the funnel and SLA, metrics and unit economics, CRM data and dashboards, automation and AI, the 90-day implementation. All 12 workbooks are here.
• People management skills for operations leaders (316 tools, 48 lectures). Hiring, onboarding, leadership styles, pay and bonuses, motivation, retention, goals, performance, one-on-one meetings, coaching, meetings, change, conflict, negotiation and remote teams.

Who is teaching

I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe.

I have seen this function from the inside of two companies. At iDeals we had a Sales Operations Director. His task was simple: bring tools into sales that increase sales, for example a CRM that tells the salesperson the next action on a deal and checks that it is done. At Wargaming we hired a CRM director. He segmented the customers and built personalized offers, and the result in the second and third year was far larger than in the first. It was simply work with a database that was segmented correctly.

How to use the course

Watch the first six sections in order: they take you from the role to the 90-day plan, and each gives workbooks to fill in. Use the people management section as a reference: section and lecture titles show how many tools are inside, and each lecture description lists them by name.

What is included

• 55 lectures across 8 sections, 28.5 hours
• 66 downloadable resources: 12 workbooks and the lecture presentations
• 403 tools across the lessons, ready to copy into your own work
• A 10-question practice test, a quiz and a role play
• Lifetime access to all materials
• Active instructor support in the Q&A section
• A Udemy Certificate of Completion

Where to start

Open the lecture on implementation, download the maturity assessment workbook and rate your company in it. Enrol now and start your first lesson today.