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Scaling
Advanced

Revenue Ops Automation Masterclass

Build cleaner lifecycle systems from lead capture to expansion motion.

A strategy and implementation course for aligning marketing, sales, onboarding, and retention workflows across the revenue journey.

Duration
9 hours
Lessons
12
Rating
5.0

Course overview

Revenue Ops Automation Masterclass is built for founders, rev-ops leads, and operators who need a more coherent revenue system. The course connects funnel events, qualification rules, CRM governance, onboarding triggers, and customer expansion signals into one operating model.

The curriculum goes beyond tool mechanics to show how operational decisions affect conversion quality, handoff speed, and visibility. It is especially useful for teams that feel like each department is automating in isolation.

What you’ll achieve

Design a more coherent revenue operations stack
Improve lead routing, qualification, and onboarding speed
Connect lifecycle events to reporting and accountability
Create sustainable rev-ops governance routines

Prerequisites

Experience with CRM and lifecycle workflows
A cross-functional business process to improve
Comfort working through systems strategy topics

Curriculum

Instructor

PD
Priya Desai
Revenue Systems Strategist

Priya builds lifecycle automation for high-growth digital businesses, with a focus on CRM hygiene, lead scoring, and revenue visibility.

Tools covered

HubSpot
Zapier
Stripe
Slack
Looker Studio

Included resources

Lifecycle automation architecture
Rev-ops governance frameworks
Cross-functional handoff design
Advanced reporting alignment

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