FREE REVOPS RESOURCE

RevOps Retro Kit and Workbook

Download your free RevOps Retrospective Workbook.
Six worksheets. Four weeks. One page for leadership for your RevOps Retrospective.

RevOps · Year-end review

What worked this year? Prove it.

A four-week retrospective kit for revenue teams. Score the year against target, audit the stack, separate what worked from what didn’t, and walk into planning with a one-page summary leadership will actually read.

6 worksheetsA4 · printable PDFFree download

What’s inside

4-week plan
Week 01Collect
Week 02Analyse
Week 03Plan
Week 04Align
  1. 01Revenue scorecardTarget vs actual on eight core metrics, with a worked / didn’t verdict.Collect
  2. 02Tool stack audit + team pulseOwner, cost and adoption per tool. Keep, fix or cut.Collect
  3. 03What worked, what didn’tPatterns, root causes and a quick ROI check.Analyse
  4. 04Impact / effort matrixPlot every fix and find the quick wins.Plan
  5. 05Q1 quick wins + budgetThree actions with owners, and the net budget ask.Plan
  6. 06Leadership summaryWins, lessons and priorities on a single page.Align

Get the workbook

Free
Print it, fill it in, bring it to planning. Works for a founder-led team of five or a RevOps function of fifty.
Companion to “RevOps retrospective: what worked, what didn’t”mikejeffs.com
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