IndexFile
REVENUE OPERATING SYSTEM

Revenue Operating System from Zero

The GTM infrastructure behind $159.4M in influenced pipeline.

  • Executive marketing leadership
  • RevOps and pipeline accountability
Revenue funnel KPI dictionary with four stages: awareness, qualification, pipeline, revenue.
Fig. 30Revenue funnel KPI dictionary · REV-KPI-17

TLDR · 90 seconds

$159.4M
marketing-influenced pipeline
$52.5M
net-new revenue contribution
$25M+
margin contribution
What it proves

I can operate at VP of Marketing & GTM and acting-CMO altitude while building the RevOps mechanics underneath the strategy.

The case

  1. 01The problem

    Marketing, sales, CRM, attribution, and reporting were not operating as one revenue system. Leadership needed pipeline truth, not activity summaries.

  2. 02What I built

    I built the operating layer: lifecycle definitions, attribution logic, 35+ KPI funnel architecture, reverse-funnel math, close-date movement tracking, CRM and data governance, executive dashboards, and a board-ready reporting cadence.

  3. 03What changed

    Pipeline influence, source quality, funnel movement, sales follow-through, and investment needs became easier to inspect from one shared system.

  4. 04Why it mattered

    Marketing earned credibility as revenue infrastructure because the work could be measured, challenged, and improved.

  5. 05What it proves

    I can operate at VP of Marketing & GTM and acting-CMO altitude while building the RevOps mechanics underneath the strategy.

Proof

  • $159.4Mmarketing-influenced pipelineGTM infrastructure built from zero
  • $52.5Mnet-new revenue contributionGTM strategy, demand generation, sales enablement
  • $25M+margin contributionrevenue infrastructure ROI with attribution discipline
  • 35+KPI revenue funnel frameworkawareness through revenue with unit economics
  • +400%CRM data completenessdata governance program

Systems built

  • Lifecycle definitions and disposition codes
  • Multi-touch attribution with hidden-field capture
  • 35+ KPI revenue funnel framework
  • Reverse-funnel capacity planning
  • Close-date movement and ghost-pipeline inspection
  • Board-ready monthly and quarterly reporting cadence

Quick details

Scope

Lifecycle definitions → attribution → 35+ KPI framework → reverse-funnel math → close-date movement → executive reporting cadence.

Stack

CRM (Zoho/Salesforce concepts) • Dashboards • GA4 • Reporting

Governance

Lifecycle definitions • disposition codes • change control • weekly operating review

Artifacts

Pages from the work. Redacted where it has to be.

CRM lead lifecycle definitions map from visitor through closed-won, with stage owners and required fields.
Fig. 31CRM lead lifecycle · LC-13-DFN
Reverse funnel capacity planner with quota, conversion-rate inputs, and required volumes back-calculated.
Fig. 32Reverse funnel capacity planner · Fig. 16

Governance notes

  • Pipeline figure approved with context, no raw opportunity rows in public artifacts
  • Lifecycle definitions versioned, change control logged
  • Board-ready reporting stays private; only the system narrative is public

In the interview

I treat the revenue funnel as one inspectable system. If a number cannot be questioned, it cannot be improved.

Long form

A written walk-through of this one, in full.

In a working session

A walk-through is the better unit. I will show redacted artifacts: process maps, KPI dictionaries, reporting packs, automation logs.

CONFIDENTIAL
Talk about a roleBack to case studies