RevOps Lab #83 Becoming strategic in RevOps with our cheat sheet - with Janis and Philipp
Janis and Philipp are back for another guest-free deep dive—this time breaking down the most downloaded cheat sheet they’ve ever released: The Strategic RevOps Cheat Sheet. In this candid Friday-afternoon recording (yes, with beer), they talk through the key pitfalls they see across hundreds of RevOps conversations and outline a practical cadence for having real strategic impact—no matter your title or team size.
We cover:
The most common RevOps pitfalls and how to avoid them
Why being “too reactive” kills your credibility and leverage
How to operationalize annual planning, even if you don’t own it
What strategic cadence actually looks like (QBRs, forecast meetings, board prep)
How to align planning with segmentation, territory models, and pipeline goals
The mindset shift from tech firefighting to business partnership
Tactical ways to become more strategic—even at the IC level
Free RevOps Resources:
https://www.getweflow.com/revops
Janis on LinkedIn: https://www.linkedin.com/in/janiszech
Phillip on LinkedIn: https://www.linkedin.com/in/philippstelzer
Chapters:
(00:00:00) Intro & Iced Tea vs. Friday Beer
(00:02:30) Pitfall 1: The Slack-Ping Hell of Internal Requests
(00:04:50) Pitfall 2: Go-to-Market Misalignment
(00:06:50) Pitfall 3: Data Trust and Strategy Disconnect
(00:09:00) The Mindset Shift: From Reactive to Proactive
(00:11:30) Strategic Operating Cadence: Annual to Monthly
(00:15:00) Bottom-Up GTM Planning and Headcount Models
(00:20:30) Aligning FP&A, Sales, and Marketing on Metrics
(00:23:45) From Planning to Execution: Staying Strategic
(00:26:00) Owning the Revenue Cadence (QBRs, Board Decks, Forecast Meetings)
(00:30:00) Strategic Impact via CSMs, Expansion, and Retention
(00:33:00) Translating KPIs to Executive Language
(00:36:00) Final Thoughts & Cheat Sheet Summary