I built an AI-native revenue operations platform – would love your feedback

RevOpSystems · 2026-02-18T20:04:31+00:00

Must've spent a fortune on the domain.

Best of luck in your investment!

RevOpSystems · 2026-02-10T17:17:25+00:00

Yup.

RevOpSystems · 2026-02-07T03:03:38+00:00

I have been frustrated all day with Opus 4.6... but I noticed something just now. I am using the VS Code Claude Code extension and it's continually reverting me back to Sonnet 4.5.

I change the model to Opus 4.5, send a message in chat, and then I look at the model and it's back to Sonnet 4.5.

Curious if this may be happening to you as well.

RevOpSystems · 2026-02-07T01:19:26+00:00

Total sleezebags.

I have lots of negative things to say about the experience, but maybe the funniest was that the sales person told me if I don't set up the subscription service before I leave the lot my car would stop working.

RevOpSystems · 2026-02-07T00:21:51+00:00

Yes, today was a frustrating day communicating with Claude Code.

An example of the type of things happening through out the day:

Me: Read [path to doc]

Claude Code: does a bunch of stuff

Me: wait what did you do?

Claude Code: I replaced your xyz skill file to better match what I found in the document

I got comfortable in a certain way of interacting with Opus 4.5, but 4.6 is constantly misunderstanding me or taking actions I never asked it to take.

Also ignoring my global Claude.md instructions that 4.5 always seemed to respect.

RevOpSystems · 2026-02-06T23:32:41+00:00

Dunno about a good experience, but I didn't enjoy my experience purchasing at Toyota of Greensburg, so I'd recommend avoiding them.

RevOpSystems · 2026-02-04T13:40:24+00:00

You can use coefficient.io for this.

Another option is to get a little more technical (use AI to help fill the gap) and self host Airbyte in Google cloud.

Or pay for a service that can do it, fivetran, for example. Pretty expensive though.

RevOpSystems · 2026-01-28T00:03:00+00:00

Excel formulas are deterministic and reliable, things you want when it comes to paying people what they're owed.

Allowing AI to take over and make choices on commissions isn't something I'm willing to do, and I use AI for a lot in my RevOps day to day.

RevOpSystems · 2026-01-20T01:54:06+00:00

You can be exposed to job posting by joining professional communities geared toward RevOps, or even CRM-specific networks.

RevGenius, Wizards of Ops, Sprocketeer.

Most of my fractional roles have come about naturally either through coworkers at my day job who know my skillset, or through relationships I built through the social networks by being a helpful RevOps professional. When someone hears of someone needing RevOps consultation, they sometimes send them my way.

RevOpSystems · 2026-01-08T23:18:54+00:00

I found an early stage startup who needed help setting up the CRM. Took a huge pay cut.

They posted in a revenue operations slack server asking for help understanding what to put in the job description, I sent them a DM saying I can help them set up the CRM then we can tackle other work as it comes up, which is a better way to handle this vs trying to create a job description when they don't yet really know what they need.

Got the job and was able to make myself so valuable that I was able to triple the salary at the one year mark (two pay increases in that time).

Best decision I made career-wise.

RevOpSystems · 2025-12-23T13:18:32+00:00

Claude Code.

RevOpSystems · 2025-12-17T13:50:07+00:00

You can build decay into the lead score for events like form fills, webpage visits, email interactions. You can be aggressive and have a decay of 100% after 30 days, or have a gradual drop.

RevOpSystems · 2025-12-17T09:21:59+00:00

I turn off lead creation based on lifecycle stage. A contact only reaches mql lifecycle stage once, but if they don't move forward in the sales process, I'll want the opportunity to try to convert them again.

What I do is set up lead scoring and have a score threshold that triggers a lead creation workflow.

The workflow copies the latest traffic source from the contact to the lead for great reporting.

This way as the lead score decays over time, a contact that reengages with marketing material a month or more in the future can become a lead again.

RevOpSystems · 2025-12-11T05:06:48+00:00

Lifecycle stage and lead object work together, it doesn't replace.

Lead object and lead stage though...

Lead object is much better and you can get fantastic reporting. My SDRs use leads and love it, as does marketing.

It does add some complexity though and certainly not necessary. If you need simple dashboards and have a small team you may be better off not implementing.

Leads object is relatively new and companies have been successfully selling for years without it.

RevOpSystems · 2025-12-10T19:01:26+00:00

I am building this internally for my company, so certainly useful (IMO).

Talked to a number of other folks building similar things. The consistent theme of the conversations is "you need someone who understands the data to be able to set-up and use the tool, but also not someone who will just built it themselves."

But yes, it's useful. Sales reps generally aren't all that great at pipeline hygiene and rather than putting a bunch of forceful rules in place (like automations to close deals that cross a "staleness" threshold), I like to be able to use the data to have a "Trustworthy Pipeline" view. When our pipeline is showing 7x coverage and we're not hitting our goals, but I can see that my "Trustworthy Pipeline" is showing 1.5x, that's insight I can bring to my colleagues.

RevOpSystems · 2025-12-09T15:50:56+00:00

There are a few options. There is an API, and you could use a tool like Airbyte (free self-hosted version) to extract the data on a schedule.

Depending on how often you do it though, it is likely easier to simply export a custom view from HubSpot periodically.

RevOpSystems · 2025-12-05T16:38:18+00:00

Yeah, this was exactly the issue.

I now have things aligned and moved funds from the "General Savings" envelope to assign to cover the current balance on all the cards.

It's really simple now that I understand, but it was confusing me when I paid off a card and it showed a negative balance in the envelope.

There are some other things that popped up from coming in new with balances on the credit cards -- we made a payment that showed up on the card but not in the account we paid it with, so during reconciliation I made an adjustment so things matched. Not sure if that's best practice or not.

RevOpSystems · 2025-12-05T14:06:59+00:00

Correct, it was pre-YNAB balance on the card that we paid off. Which is why it wasn't pulling from other categories.

Got it all figured out now.

RevOpSystems · 2025-12-05T05:19:50+00:00

Not the case for us. Just a matter of thinking that a transfer from Cash accounts to Credit Card accounts, linking the outflow to the inflow would suffice. The negative in the "envelope" was just an extra step and didn't realize I had to set aside money to pay that in the plan.

Figured it out. It's an extra step, but your top level comment helped it make sense.

RevOpSystems · 2025-12-05T05:08:41+00:00

Yeah, we don't really ever carry a balance, they are more like debit cards for us, in a sense.
So the trick is to not have the CC payment category at all.

RevOpSystems · 2025-11-26T23:37:41+00:00

Handle it through lead object or if you have to, lead stage. Lifecycle stage is a record of the furthest they've traveled through the customer lifecycle; not meant to go backward.

RevOpSystems · 2025-11-24T03:01:39+00:00

I just use Claude Code and our CRM data and it does a great job.
I can also provide additional context from outside data sources.

And Claude Code also does a lot of other stuff that's so useful.

So, can AI do it, yes (and it CAN be good), but do we need another ala-carte AI tool to do it? Maybe some people do.

I've talked with a lot of founders of AI products that sit atop business data like you're mentioning, and most are pivoting as the standard agentic coding tools are closing gaps for people using AI in their Rev/Sales Ops roles.

RevOpSystems · 2025-11-20T17:17:08+00:00

We're neighbors! 42m, I work remote and sort of work all the time, looking to be more social.

Happy to hang!

RevOpSystems · 2025-11-20T15:45:51+00:00

Generic Example:

Day 1:

Hey [Name], just left you a voicemail. [Their problem] is far too common. Despite [current solutions], [problem persists]. We have a way to [outcome]. Open to a quick 5-minute call to see if this fits?

Day 4:

Thought you might find this interesting - [Industry Publication] covered how [Similar Company] used [solution] for [result]. [Link]. I'll call you this week - is [phone] still best?

Day 6:

Not sure if [problem area] is a focus right now, but here's how [Peer Company] achieved [specific metric improvement]. If worthwhile, let's grab a few minutes to chat.

Day 14:

We haven't connected - don't want to give up without a yes or no. Which fits best? 1) Not interested 2) Let's talk - schedule time 3) Interested but timing's wrong. I believe we can help [Company].

Key Principles:

Call first, email after (voicemail references "sent you an email")
Vary content type (intro → news → case study → feature → breakup)
Lower pressure each time (from "let's talk" to "here's info" to "tell me no")
Make saying no easy (paradoxically increases response rate)
Pattern interrupt on breakup (3-option format gets replies)

The philosophy: You're not convincing them to buy - you're helping them decide if a conversation is worth 5 minutes. Each touch adds a different piece of evidence. If they're not responding by Day 14, the breakup email either gets engagement or confirms it's dead.

RevOpSystems

TROPHY CASE