Sales & Marketing
Revenue Operations and Sales-Marketing Alignment
This practical course develops directly applicable capability in Revenue Operations and Sales-Marketing Alignment. Participants work in depth on Revenue Operations Model, and Lifecycle and Handoff Design, and Process and Technology, then convert the methods into tools and actions suited to their workplace.
Objectives
- Apply the principles and methods of revenue operations model in a workplace context.
- Apply the principles and methods of lifecycle and handoff design in a workplace context.
- Apply the principles and methods of process and technology in a workplace context.
- Apply the principles and methods of planning and performance in a workplace context.
- Apply the principles and methods of operating rhythm in a workplace context.
- Apply the principles and methods of revops improvement roadmap in a workplace context.
Target audience
- Sales and marketing professionals
- Business-development and account teams
- Digital marketing and campaign specialists
- Sales and marketing managers
- Commercial professionals responsible for revenue growth
Program outline
A clear structure for the learning journey.
Program outline
Outline points are grouped in one designed block instead of being treated as separate module cards.
Module 1: Revenue Operations Model
Customer lifecycle across marketing, sales, and success
Shared revenue outcomes and functional responsibilities
RevOps governance and service model
Module 2: Lifecycle and Handoff Design
Inquiry, lead, qualified opportunity, customer, and expansion
Entry and exit criteria for each stage
Routing, acceptance, rejection, recycling, and escalation
Module 3: Process and Technology
CRM and automation as shared operating infrastructure
Data ownership, required fields, and workflow controls
Reducing duplicate tools and manual handoffs
Module 4: Planning and Performance
Targets, funnel assumptions, capacity, and coverage
Conversion, velocity, acquisition cost, retention, and value
Shared dashboards and metric definitions
Module 5: Operating Rhythm
Campaign, pipeline, forecast, and customer-risk reviews
Decision rights and cross-functional issue resolution
Feedback loops between customer-facing teams
Module 6: RevOps Improvement Roadmap
Diagnosing leakage and friction across the funnel
Prioritizing process, data, and technology changes
Defining owners, measures, and implementation waves
Materials provided
- ○ Course-specific presentation slides
- ○ Practical exercises and facilitated activities
- ○ Course-specific worksheets, checklists, and templates
- ○ Applied workplace case studies
- ○ 4D Certificate of Completion issued by 4D Training & Consultancy
- ○ Post-course support for implementation questions
Training Options
Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.
Why choose 4D
4D adapts this program to the participant group and workplace context. Delivery combines structured explanation with course-specific exercises, realistic cases, working tools, and an action-planning component so participants can transfer the learning to their roles.
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