The RevOps CRM Setup Playbook

Most B2B SaaS companies between $1M and $5M ARR are running their CRM as a contact database rather than a revenue operating system. This playbook fixes that.

The Foundation Every B2B SaaS Company Needs Before Scaling Past $2M ARR

What's Inside:

• The 5-stage pipeline architecture that maps to how B2B SaaS deals actually close — not how CRM defaults suggest they should
• The CRM property framework: which fields to create, which to make required, and which to lock down so your data stays clean
• How to build pipeline reporting that your CEO trusts and your board can read — without manual exports or spreadsheet gymnastics
• The RevOps compensation benchmarks for 2026 — so you know what to pay when you hire your first ops person