RevOps Documentation Notion System: Duplicate and Customise for HubSpot or Salesforce

Get your foundational revenue operations documentation system for any CRM.

Save 10 - 20 days, with a pre-built framework that includes examples of best practices.

Perfect for in-house Revenue Operations and CRM managers, who have been tasked with building and documenting best practices, or RevOps agencies who want to fast-track building documentation for clients.

The foundational modules include pages on:

• How we use HubSpot / Salesforce
• How to get access to HubSpot / Salesforce
• Getting set up on HubSpot / Salesforce
• CRM Naming Conventions
• Contact Lifecycle Stage Operations
• Company Lifecycle Stages
• Key custom properties / fields : Contact source, contact type, lead status
• Contact management
• Deal management
  

One-click: Duplicate the RevOps Notion Dashboard into your Notion instance and start customizing.

Pay once and use it over + over again

The language used throughout the document is designed to suit readers in Sales, Marketing and customer success teams. It is not a technical implementation record document. I highly recommend that you utilise a more technical Implementation Record Douement (IRD) to log all changes in your CRM that you keep within the RevOps Team.

I plan to launch more content and documentation templates - to help you all!

All those who purchase will be automatically added to a subscription to receive product and service updates. You may opt out at any point, using the opt-out links. I promise to never spam!

All the best,

Natalie Furness