RevOps 101: Build the Foundation Before the Dashboard (#1 of 6)
Most companies get RevOps wrong. They jump straight to dashboards and tools before fixing the processes and data underneath. And when they do build RevOps, they usually stop at the sales pipeline, ignoring Customer Success, Finance, and everything in between.
This is session #1 of a brand new 6-part RevOps series: turning revenue oops...into Revenue Ops 🚀
Whether you're running on spreadsheets or a basic CRM, this is your starting point for understanding what RevOps actually is, where it sits in your business, and how to build it properly from the ground up.
By the end of this session, you'll...
⚡ Understand what RevOps is and why it covers marketing, sales, CS, and finance (not just the first two)
💡 Know why RevOps shouldn't report to sales and how to position it properly
🧭 Understand the right order to build RevOps: process and data first, dashboards last
🧩 Use the Level 0 to 5 maturity framework to assess where your business actually sits
🔁 Get introduced to reverse engineering as a practical problem-solving tool for RevOps
What you'll leave with
A beginner's guide and practical toolbox to help you start thinking about RevOps setup, tooling, and next steps.
You should join us if you are...
✅ Ops leaders, COOs, or founders who are RevOps-curious. No prior knowledge needed.
✅ Anyone still running on spreadsheets, basic CRM, or disconnected tools
✅ Responsible for revenue, growth, or cross-functional alignment looking for a stronger starting point
You're unlikely to benefit if...
🚫 Your RevOps function is already mature and fully automated
🚫 You're deep in the weeds of advanced RevOps strategy
If that's you, don't go anywhere. Future sessions in this series will get into the nuance and we'd love to have you along for those! 🙌
Agenda (60 mins)
Welcome and intro - 5 mins
RevOps 101 presentation - 45 mins
Q&A - 10 mins
This session will be recorded including the Q&A, and shared with all Operations Nation members the week after.
Meet your speaker 👋
Filip Szczeciński
CEO & Co-Founder @ Sunbay.io
Filip has spent years in the ops trenches, from fixing broken processes at scaling startups to building automation systems that actually stick. Now co-founder of Sunbay.io, he's on a mission to eliminate the gap between "deal closed" and "cash received." A long-time ON Member and extremely helpful voice in the community, he brings a lot of hard-won experience to this series.
An ops leader through and through, Filip previously held roles including Head of Business Operations at CallPage, Head of Operations at HCM Deck, and also led BizOps at Plane. Today, he brings that same systems-first operational mindset into Sunbay.io, helping companies build RevOps foundations that are practical, scalable, and actually stick.
Together with Sunbay.io 🌅
Most B2B finance teams still issue invoices manually, chase payments over email, and match bank transfers by hand. Sunbay automates the entire journey from invoice to payment, inside the tools you already use. No manual chasing, no drama.
Sunbay saves you 20+ minutes per invoice. No new tools, no manual chasing, no drama. Interested in learning more? Get in touch with Filip at [[email protected]] 👋