Predicting Your Future  | MOPs Notes | 3-21-24

Predicting Your Future | MOPs Notes | 3-21-24

Ops Cast | Predictability and Planning of Pipeline Metrics with Rachel Squire | Rachel Squire

First step:?Model journey, understand behavior, and build strategy from there?

  • It baffles me how few organizations genuinely take the time to do this?

Waterfall is a thing of the past: Rachel talks about how we can't think prescriptively in a stage-by-stage approach because information is much more readily available than it once was.

  • It's not linear folks! Buyers can jump forward, back, self-qualify, or disqualify at any time with info unavailable to you.?

How to reverse engineer goals:?Rachel says you can no longer reverse engineer revenue to MQLs as a simple solution. Reverse calculations are still required, but understanding that a combination of positive leading indicators like MQLs, web traffic, and other factors are indicative that you are on the right path.?

  • Forecast predictability is more complex now and requires a broader view. Understand your traffic and conversions while investing in adding value no matter where your buyers are meeting or finding you to fuel success.?

Louder for the people in the back:?Tie sales and marketing success metrics to revenue.??

Data integrity is essential:?Rigor in sales processes, onboarding, and offboarding is crucial but time consuming - so it goes overlooked.?

Pipeline coverage for marketing:?Make data-driven decisions based on how likely someone is to convert to the next stage. Back-calculate using historical conversion times and rates to figure out how many prospects you need to influence in each stage at any given time.?

  • She is not saying you should measure Marketing by MQLs and SALs, which can encourage bad behavior.?

[52 min] https://open.spotify.com/episode/3JyHlkA2cfxoUU2VfD88JE

Michael Hartmann

Business Operations | Marketing/Revenue Operations | Mentor | Advisor | Podcast Host

1 年

TJ Hager thank you for the summary of the conversation that Rachel and I had on Ops Cast recently. The big lesson learned or takeaway for me was how it is important to differentiate a "funnel" model (a simple abstraction) from the actual, complicated, and non-linear buyer journey in the modern B2B world.

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