Best Practices For Tracking Lost Deals

Throughout my time in revenue operations, I’ve noticed a few common processes that are often unimplemented or not optimized. One process I’ve come across that is straightforward to launch and has a lot of value is properly tracking your business’ closed lost reasons. It’s understandable that requiring this type of data isn’t enforced. People don’t […]
Capture Your Marketing & Sales Funnel Data

A guide on creating the data architecture to capture and analyze your marketing and sales funnel conversion figures.
Custom Solution: Tracking Your Client Onboarding

A guide to implementing a custom solution to track your onboarding process.