Intelligence™ · Sales & Revenue

Revenue Architecture: design an integrated system of marketing, sales and customer success.

Stop managing marketing and sales separately. Design a single revenue system.

Revenue Architecture

Duration
4 hours · single session
Format
Remote · live
Format
Single live session

Every workshop runs live and fully remote.

Funnel, lifecycle, MQL/SQL, SLA, pipeline, attribution, forecasting and RevOps in a Revenue Operating Model.

A session to redesign the revenue operation as a single system: common definitions, leak-free handoffs, shared metrics and governance across the three areas.

What the program includes

  • Live facilitation by a senior Evox consultant.
  • Revenue Operating Model: system, common definitions, handoffs and metrics.
  • A set of marketing–sales–CS SLAs and the outline of a single revenue dashboard.
  • Definitions and service-level-agreement templates.
  • Session recording and minutes of agreements.
  • 30-minute follow-up session 30 days later.

What you leave with

  • 01You move from three areas with different definitions to a revenue system with one shared language.
  • 02You know where revenue leaks in the handoffs and how to close it.
  • 03You have SLAs agreed between marketing, sales and customer success.
  • 04You have the design of a single revenue dashboard.

Syllabus

  1. 01

    The cost of misalignment

    Leaks in the handoffs and definition disputes.

  2. 02

    Common data model

    Stage, source, MQL, SQL and opportunity, defined once.

  3. 03

    Handoffs and SLAs

    Marketing → sales → CS with a closed feedback loop.

  4. 04

    Metrics and forecasting

    Attribution, predictability and pipeline coverage.

  5. 05

    Revenue Operating Model

    System, RevOps roles and governance.

Summary syllabus. The detailed curriculum is shared with enrolled participants.

Who is it for?

It's for you if

CEO, CRO, and directors of marketing, sales, customer success and RevOps at B2B companies where the areas work disconnected.

It's not for you if

Not for very small businesses with a single person in sales, or for those looking only for a CRM change.

Frequently asked questions

Is it theoretical or hands-on?

Hands-on. Your company's Revenue Operating Model is built and the definitions and SLAs are agreed during the session.

Do all three areas need to be present?

Ideally yes: the value is in marketing, sales and customer success agreeing on the same thing in the same room.

Do we need a RevOps function for it to be useful?

No. In fact, one of the outputs is deciding whether that role is needed and what it should solve.

Enrollment

Seats are limited and assigned on a first-come, first-served basis.

To reserve your seat, complete the enrollment form. An Evox advisor will contact you to confirm availability, answer your questions and coordinate enrollment.

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