RevOps Onboarding Checklist

Land your first 90 days in RevOps like you've done it before.A structured 30/60/90 playbook with 5 pillars, 50+ actionable tasks, and built-in templates — so you stop guessing and start building trust from day one.The problemMost RevOps professionals start a new role the same way: a flurry of stakeholder meetings, a pile of undocumented processes, and a CRM that hasn't been cleaned since 2021. The first 90 days are make-or-break — but nobody gives you a roadmap.This playbook is the system I wish I had when I was building RevOps functions from scratch across 13+ countries. It helped enable over $10M in revenue and reduce churn by 50%. Now it's yours.What's inside✓ 30/60/90-day action plans across 5 core RevOps pillars ✓ 50+ tasks with practical notes — not generic advice ✓ Stakeholder map template to navigate org politics fast ✓ Metrics baseline tracker to prove your impact from day one ✓ Quick wins guide to build credibility in the first 30 days ✓ RevOps glossary with 40+ terms every ops pro should knowThe 5 pillars Stakeholder & Org Alignment — map the power, earn the trust Tech Stack & CRM Audit — know what's broken before you touch it Metrics & Reporting Baseline — establish your starting point Process & GTM Motion — find friction, fix what moves revenue Quick Wins — ship something visible in 30 days Who this is for→ RevOps Managers joining a new company → Sales Ops professionals transitioning into RevOps → GTM leaders inheriting a broken stack → Ops consultants starting a new client engagement → Founders building their first revenue operations functionFrom the authorI've worked RevOps functions at high-growth SaaS companies across Latin America, the US, and Europe. The mistakes I made in my first 90 days cost months of trust-building. This playbook is everything I learned — distilled into a system you can use starting day one.— Gabriela Reamos, Revenue Strategy & GTM Program ManagerFAQQ: What format does it come in? A: PDF. Use it digitally or print it — both formats are clean and professional.Q: Is this only for RevOps Managers? A: No. It works for anyone stepping into an ops-heavy role — Sales Ops, GTM leads, RevOps consultants, or founders building their first revenue function.Q: What if I've already started my role? A: Jump in wherever you are. The pillars are independent — you can use the CRM audit or quick wins sections even if you're on day 45.Your first 90 days happen once. Make them count.

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