The 2025 Portfolio Ops Report is out!

Tap into 170+ Vetted Experts

Single-shingle consultants, advisors, and specialist vendors who work with growth-stage companies

Building a Design Function
Building a Design Function
Read More
Audrey Crane
Running Paid Acquisition Marketing
Running Paid Acquisition Marketing
Read More
John Short
Driving Engagement on Distributed Teams
Driving Engagement on Distributed Teams
Read More
Brandon Sammut
Calculating and Reporting SaaS KPIs
Calculating and Reporting SaaS KPIs
Read More
Ben Murray
Pricing and Monetizing AI Products
Pricing and Monetizing AI Products
Read More
Ian Clark
Conducting Annual Planning
Conducting Annual Planning
Read More
Keziah Wonstolen
Building and Scaling a Product Org
Building and Scaling a Product Org
Read More
Rich Mironov
Scaling Sales With Automation and AI
Scaling Sales With Automation and AI
Read More
Ted Glasnow
Building an Account Expansion Program
Building an Account Expansion Program
Read More
Rob Zambito
Discovering AI Use Cases in GTM
Discovering AI Use Cases in GTM
Read More
Vikram Ekambaram

Full Topic List

AI

Our AI topic list is expanding faster than we can keep this page up-to-date. For a full AI topic list, click "learn more" in the top right.

Building a Modular AI Agent for Prospect Qualification
Using AI Excel Agents For FP&A
Selling With AI: Eight Use Cases To Start With
Using AI to Replace RevOps Analysts
Unlocking AI Value
Building Customer Success Playbooks & Incorporating AI Tools into Customer Success
Leveraging AI Low Code Automation Tools
Discovering and Enabling AI Use Cases
Harnessing AI Workers to Scale Operations Without Adding Headcount
Enabling Leaders With AI Across the Employee Lifecycle
Using n8n For AI Finance Automation
Creating Customer Insights With AI 
Automating The Revenue Lifecycle
Leveraging AI in Revenue Enablement
Implementing AI Tooling Across People Operations
Leveraging AI in the Middle of the Funnel
Measuring and Improving ROI From Your Technology Org
Climbing The AI Maturity Model
Building a Data Analytics Function
Building Applied AI Use Cases In Your Product
Leveraging AI in Development
Scaling Sales With GTM Tech Automation
Improving Company Visibility in LLM Search Results
Leveraging Clay to Build, Enrich, and Prospect Against Lists
Improving Funnel Performance with AI
Establishing AI Governance and Compliance Strategy
Incorporating AI Into Your Product Strategy
Replacing Manual Processes with AI
Running AI Experiments Across Go-to-Market Functions
Building an AI Chatbot
Building Customized CS/CX Solutions With AI and Automation
Leveraging Artificial Intelligence (AI) in Marketing
Leveraging Generative Artificial Intelligence (AI) as a Non-AI Company

Sales

Creating a Competitive Edge with Direct GTM Insights
Building a Modular AI Agent for Prospect Qualification
Using AI to Replace RevOps Analysts
Designing Scalable Orgs and Conducting Restructurings
Establishing Accurate Full-Funnel Reporting
Leveraging AI in Revenue Enablement
Leveraging AI in the Middle of the Funnel
Building a New Year RevOps Plan
Scaling Sales With GTM Tech Automation
Leveraging Clay to Build, Enrich, and Prospect Against Lists
Building and Optimizing an ABM Campaign
Planning Sales Kickoffs
Conducting Primary Research to Inform GTM
Improving Conversion Rates with Opportunity Reviews
Building an Outbound Sales Pipeline
Optimizing Cold Email Outreach
Selecting and Supporting a Partner Model
Running AI Experiments Across Go-to-Market Functions
Building an AI Chatbot
Improving CRM Reporting (With a Focus on Salesforce)
Improving CRM Reporting (With a Focus on Salesforce)
Funnel Reporting and Sales Forecasting
Funnel Reporting and Sales Forecasting
Moving From Revenue Technology 1.0 To Revenue Technology 2.0
Building a Product-Led GTM
Strategic and Tactical RevOps Planning for the New Year: The Fiscal Year Flip
Scaling From 1-10+ Sellers
AMA Recap: Leveraging Generative AI as a Non-AI Company
Leveraging Generative Artificial Intelligence (AI) as a Non-AI Company
Adjusting Your Sales Strategy in a Downturn
Managing Extensions, Expansions, and Renewals
Setting Sales Quota and Compensation
AMA Recap: Optimizing Cold Email Outreach
Hiring Sales Leaders
Building Your RevOps Tech Stack
Implementing HubSpot
Building Your Company's Sales Management Capability
Recruiting and Hiring Account Executives
Planning for Predictable Growth and Accurate Forecasting
Planning and Managing Outbound Prospecting
Optimizing Email Deliverability
Onboarding Salespeople
LinkedIn Advertising and Prospecting
Establishing a Competitive Intelligence Program
Driving Sales Velocity in Complex Enterprise Deals
Developing a Strong Demo Practice
Designing Trainings for Go-to-Market Team Members
Designing a Sales Org for a High-velocity Sale
Crafting a Go-to-Market Story
Conducting Technical Discovery
Building a Solutions Engineering Function
Building a Sales Ops Function
Building a Sales Enablement Capability
Building a Sales Development (SDR) Function

Marketing

Creating a Competitive Edge with Direct GTM Insights
Pitching, Handling, and Maximizing Media Engagements
Designing Scalable Orgs and Conducting Restructurings
Establishing Accurate Full-Funnel Reporting
Building a Product Marketing Function
Creating an Integrated Events and Marketing Strategy
Improving Company Visibility in LLM Search Results
Building and Optimizing an ABM Campaign
Conducting Primary Research to Inform GTM
Building an Outbound Sales Pipeline
Optimizing Cold Email Outreach
Optimizing Paid Marketing Spend, Landing Pages, and Forms
Running AI Experiments Across Go-to-Market Functions
Improving CRM Reporting (With a Focus on Salesforce)
Improving CRM Reporting (With a Focus on Salesforce)
Creating Demand Gen Content Template
Moving From Revenue Technology 1.0 To Revenue Technology 2.0
Aligning Your Customers' Success With Customer Journeys and a Customer Capability Maturity Framework
Building a High-ROI Paid Acquisition Marketing Program
Leveraging Artificial Intelligence (AI) in Marketing
Capturing, Converting, and Nurturing Leads with Content
Creating a Product Messaging Framework
AMA Recap: Crafting Compelling Case Studies
Crafting Compelling Case Studies
Managing Analyst Relations
Building a B2B Marketing Website With Strong Design and Messaging
AMA Recap: Optimizing Cold Email Outreach
Implementing HubSpot
Setting B2B PR Strategy
Tracking Marketing Data, Reporting, and ROI
Running a Customer Advisory Board
Building and Optimizing a Digital Growth Engine
Setting SEO Strategy
Setting a Blog Content Strategy
Positioning and Launching a New Product
Planning and Running a Community Event
Optimizing Signup or Trial Conversion
Optimizing Paid Search Advertising
Optimizing Email Deliverability
Managing Customer Engagement Marketing
Managing B2B Product Launches and Releases
LinkedIn Advertising and Prospecting
Improving Your Company's Online Brand
Identifying and Multiplying Your Best Customers with Customer Segmentation
Establishing a Competitive Intelligence Program
Email Marketing Strategy
Designing a Category
Defining an Ideal Customer Profile
Crafting a Go-to-Market Story
Building a Lead to Revenue Operating Model
Building a Developer Relations Function

Customer Success

Preventing Churn at Scale With Retention Playbooks and Pipelines
Building Customer Success Playbooks & Incorporating AI Tools into Customer Success
Measuring CS Performance and Aligning It With Compensation
Handling Feature Requests
Running “Save” Programs for At-Risk Accounts
Building and Scaling a Customer Support Function
Building an AI Chatbot
Balancing Data and Relationship Insights to Prevent Churn
Balancing Data and Relationship Insights to Prevent Churn
Implementing and Optimizing a Customer Success Platform
Building Customized CS/CX Solutions With AI and Automation
Aligning Your Customers' Success With Customer Journeys and a Customer Capability Maturity Framework
Conducting Win/Loss Analysis
Building an Account Expansion Program
Managing Extensions, Expansions, and Renewals
AMA Recap: Crafting Compelling Case Studies
Mapping Your Customer Journey
Running a Customer Advisory Board
Predicting and Preventing Churn with Customer Health Scoring
Structuring and Scaling a Post-Sales Org
Planning and Running a Community Event
Optimizing Your Support Function
Optimizing Your Support Function
Managing Customer Engagement Marketing
Managing a Customer Success Team
Hiring Customer Success Managers
Developing a Customer Onboarding Process

People & Talent

Headcount Modeling and Forecasting
Recruiting With LinkedIn
Designing Scalable Orgs and Conducting Restructurings
Enabling Leaders With AI Across the Employee Lifecycle
Implementing AI Tooling Across People Operations
Delivering Transformational Feedback
Creating a Culture That Can Scale
Developing High-Potential Employees and Building Your Leadership Talent Pipeline
Setting and Managing Data-backed OKRs
Optimizing ATS Reporting
Accelerating Growth And Development For Teams and Individuals
Taking a Science-backed Approach to Feedback
Realizing Cost Savings with Workforce Management
Building Leadership Capability in Your Company
Building Leadership Capability in Your Company
Conducting Performance Management & Enablement
Conducting Performance Management & Enablement
Navigating Organizational Change As You Scale From 1-1,000+ Employees
Navigating Organizational Change As You Scale From 1-1,000+ Employees
Navigating Immigration Law
Improving Hiring Efficiency With Highly Predictive Applicant Screening Questions
Managing Employee Performance
Planning and Executing a Company Offsite/Retreat
Setting Up and Administering an Employee Equity Plan
Managing Self-funded Employee Benefits
Recruiting for Technical Roles
Architecting a Strategic People Function
Building Your HR and Benefits Tech Stack
Setting a Compensation and Leveling System
Core Management Skills: Coaching, Feedback, Productivity, and One-on-Ones
Creating a Parental Leave Program
Designing Your Company's New Hire Onboarding Experience
Managing OKRs
Designing Employee Onboarding
Scaling Engineering From 3-30+ Engineers
Driving Engagement and Productivity with Distributed Teams
Building a People Function at a Startup
Setting HR Policies
Recruiting and Hiring for Technical Roles
Recruiting and Hiring Account Executives
Leveraging Work Visas Successfully and Compliantly
Improving Your Company's Online Brand
Hiring Customer Success Managers

Finance

Using AI Excel Agents For FP&A
Using n8n For AI Finance Automation
Automating The Revenue Lifecycle
Optimizing Cloud Costs
Planning for Taxes as a Software Company: R&D Tax Credits and Section 174
Scaling a Finance Function In a PE-Backed Company
Optimizing a Payments Referral Partnership or Payfac
Managing CEO, Investor, and Executive Team Relationships as CFO
Realizing Cost Savings with Workforce Management
Managing IT Vendor Costs
Funnel Reporting and Sales Forecasting
Funnel Reporting and Sales Forecasting
Managing Commercial Contracts
Reducing Outside Spend
Reducing Outside Spend
Leveraging a Fractional Finance Team
Setting Up and Administering an Employee Equity Plan
Building Your RevOps Tech Stack
Managing Financial Data and Technology
Calculating and Reporting SaaS KPIs
Implementing HubSpot
Building an FP&A Function
Managing Accounting at a Startup
Planning for Predictable Growth and Accurate Forecasting
Building a Data Analytics Function

Product & Tech

Designing Scalable Orgs and Conducting Restructurings
Measuring and Improving ROI From Your Technology Org
Building Applied AI Use Cases In Your Product
Leveraging AI in Development
Optimizing Cloud Costs
Establishing AI Governance and Compliance Strategy
Incorporating AI Into Your Product Strategy
Reporting on Product to the Executive Team and Board as a Product Leader
Building a Strong Cybersecurity Baseline
Replacing Manual Processes with AI
Improving UI/UX For Technical Products
Managing IT Vendor Costs
Running AI Experiments Across Go-to-Market Functions
Building an AI Chatbot
Executing a Full Tech Stack Digital Transformation
Executing a Full Tech Stack Digital Transformation
Building Customized CS/CX Solutions With AI and Automation
Building a Product-Led GTM
Testing B2B Product Ideas
Guide To Strategic Product Planning
Selecting, Implementing, and Using BI Tools
Measuring and Improving Developer Productivity
Recruiting for Technical Roles
Leveraging Artificial Intelligence (AI) in Marketing
Developing a Cybersecurity Program for an Early-Stage Business
AMA Recap: Leveraging Generative AI as a Non-AI Company
Leveraging Generative Artificial Intelligence (AI) as a Non-AI Company
Building and Scaling a Product Org (With an Emphasis on Consumer Tech Companies)
Managing Tech Migration & Replatforming
Building a Global Engineering Team
Preparing for Tech Diligence/Exit
Building and Scaling a Product Org (with an Emphasis on Enterprise Tech Companies)
Scaling Engineering From 3-30+ Engineers
Delivering Software Quickly and Safely
Building a Design Function
Running a Customer Advisory Board
Scaling a Marketplace Product
Recruiting and Hiring for Technical Roles
Positioning and Launching a New Product
Outcome-based Product Roadmapping
Optimizing Signup or Trial Conversion
Managing B2B Product Launches and Releases
Identifying and Multiplying Your Best Customers with Customer Segmentation
Establishing a Competitive Intelligence Program
Designing a Product-led Go-to-Market Strategy
Designing a Category
Defining an Ideal Customer Profile
Crafting a Go-to-Market Story
Conducting Product Discovery
Building a Developer Relations Function

Operations

Building a Modular AI Agent for Prospect Qualification
Using AI to Replace RevOps Analysts
Establishing Accurate Full-Funnel Reporting
Automating The Revenue Lifecycle
Leveraging AI in the Middle of the Funnel
Building a New Year RevOps Plan
Building a Data Analytics Function
Optimizing Cloud Costs
Leveraging Clay to Build, Enrich, and Prospect Against Lists
Building and Optimizing an ABM Campaign
Setting and Managing Data-backed OKRs
Establishing AI Governance and Compliance Strategy
Planning for Taxes as a Software Company: R&D Tax Credits and Section 174
Conducting Primary Research to Inform GTM
Building an Outbound Sales Pipeline
Running AI Experiments Across Go-to-Market Functions
Optimizing the Chief of Staff Role
Improving CRM Reporting (With a Focus on Salesforce)
Improving CRM Reporting (With a Focus on Salesforce)
Executing a Full Tech Stack Digital Transformation
Executing a Full Tech Stack Digital Transformation
Funnel Reporting and Sales Forecasting
Funnel Reporting and Sales Forecasting
Managing Commercial Contracts
Reducing Outside Spend
Reducing Outside Spend
Strategic and Tactical RevOps Planning for the New Year: The Fiscal Year Flip
AMA Recap: Leveraging Generative AI as a Non-AI Company
Leveraging Generative Artificial Intelligence (AI) as a Non-AI Company
Capturing, Converting, and Nurturing Leads with Content
Managing Extensions, Expansions, and Renewals
Building Your RevOps Tech Stack
Managing Financial Data and Technology
Calculating and Reporting SaaS KPIs
Implementing HubSpot
Building an FP&A Function
Predicting and Preventing Churn with Customer Health Scoring
Planning for Predictable Growth and Accurate Forecasting
Leveraging Work Visas Successfully and Compliantly
Building a Sales Ops Function
Building a Lead to Revenue Operating Model
Building a Data Analytics Function

Strategy & Planning

Headcount Modeling and Forecasting
Leadership Development in PE-Backed Companies
Building Out Channel Partnerships
Setting and Managing Data-backed OKRs
Conducting Primary Research to Inform GTM
Scaling a Finance Function In a PE-Backed Company
Reporting on Product to the Executive Team and Board as a Product Leader
Capturing Value Through Pricing in the Hold Period
Selecting and Supporting a Partner Model
Optimizing the Chief of Staff Role
Building and Leveraging a PMO
Building and Leveraging a PMO
Implementing EOS
Implementing EOS
Navigating Organizational Change As You Scale From 1-1,000+ Employees
Navigating Organizational Change As You Scale From 1-1,000+ Employees
Managing Commercial Contracts
Reducing Outside Spend
Reducing Outside Spend
Building a Product-Led GTM
Testing B2B Product Ideas
Identifying and Sourcing Accretive Add-on Acquisitions
Engaging, Qualifying and Nurturing Investment Targets
Strategic and Tactical RevOps Planning for the New Year: The Fiscal Year Flip
Conducting Annual Planning
Managing Analyst Relations
Managing OKRs
Pricing and Packaging Technology Offerings
Conducting Pricing Discovery
Planning for Global Expansion
Running a Customer Advisory Board
Scaling a Marketplace Product
Planning a SaaS Partnership Strategy
Integrating an Add-on Acquisition
Increasing Prices Intelligently
Identifying and Multiplying Your Best Customers with Customer Segmentation
Enabling Service / Consulting Partnerships
Designing a Product-led Go-to-Market Strategy
Designing a Category
Defining an Ideal Customer Profile
Crafting a Go-to-Market Story

Have any questions or want to learn more?