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Revenue Operations Executive Summit Agenda

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Revenue Operations Executive Strategy Session Agenda Introduction/Overview Too often we have tactical discussions and make tactical decisions that impact our sales, marketing and customer success operations work. During a recent string of CMO breakfasts, we heard a consistent need for customer-facing executives to take time together to make strategic decisions and direction for 2020 and beyond. This document is meant to serve as a draft agenda for such a meeting. To make it most useful, we recommend the following: Schedule at least half a day: Give yourself the time and "oxygen" needed to work through these questions with your peers. Schedule it offsite: Getting away f rom the office makes you less likely to get pulled back into the daily fire drills that will distract f rom the purpose and outcome you desire. Bring someone to document everything: Don't count on individuals taking notes or someone taking pictures of whiteboards. Let participants fully engage, then review notes later to fill in the blanks. Summarize and publish your takeaways: Either in a summary document or in a team meeting, let your teams know what you discussed and/or decided (even if further thinking/vetting is required).

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