Marketing Operations Guides

    Access Sara's complete collection of marketing operations templates.

    📱 Texting in B2B Marketing: The Strategic + Tactical Guide

    More B2B companies are adding SMS to their marketing mix, but success requires the right approach. This guide shares practical guidance for using text messaging effectively without overwhelming your audience.

    😎 The MOPs AI Tooling ROI Matrix

    A self-serve tool for figuring out which AI workflows are worth building for your stack. Duplicate this into your own Notion workspace and work through it..

    ❤️‍🔥 The MOPs Internal Marketing Kit

    Here's a walking deck framework, a work tracker, and an internal marketing cadence that have worked for me: use all three together to make sure you're positioning yourself or your team well.

    🤖 GTM AI Roadmap Starter Kit

    A GTM AI starter kit for ops teams to prioritize high-impact use cases, sequence implementation, and build momentum without overcomplicating your stack.

    🟠 The Marketing Operations & Revenue Operations Professional's Guide to Claude

    A practical Claude guide for Marketing Ops and RevOps pros, with workflows and prompts you can use for planning, analysis, and execution.

    🎸 Pro Tips from 10+ Years: How to Run Campaign Ops Like a Rockstar

    Campaign ops lessons from 10+ years in the field, with practical tactics to run launches smoothly, reduce rework, and improve cross-team execution.

    💌 The Complete Guide to Using AI in Email Marketing

    A hands-on guide to using AI in email marketing, from strategy and ideation to drafting, testing, and optimization across the email lifecycle.

    🚨 Ops Signals: A Practical Guide for GTM Teams

    A practical guide to ops signals for GTM and RevOps teams, with key indicators and concrete ways to turn them into better routing, outreach, and pipeline decisions.

    📑 AI Learning Roadmap

    An AI roadmap for Marketing Ops and RevOps teams to build fluency quickly and apply AI directly in workflows, systems, and automation.

    🥅 3x Yourself: Safety Net Your CRM or MAP

    A CRM and MAP safety guide for Marketing Ops teams to catch silent failures early and protect revenue across routing, syncs, lifecycle, and attribution.

    👩‍🏫 Ace Your Next Marketing Ops Interview (What MOPs Hiring Managers Are Actually Looking For)

    A Marketing Ops interview guide on what hiring managers value, how to frame your impact, and how to stand out in ops interviews.

    🌐 The Ultimate Guide to Forms & Landing Pages That Perform

    A guide to high-performing forms and landing pages for GTM and Marketing Ops teams to improve conversion, stay compliant, and scale cleanly.

    📋 Paid Media Master Playbook

    A paid media playbook for GTM and Marketing Ops teams with practical strategies for planning, optimization, tracking, ROI improvement, and scale.

    👥 Strategy & Technical Guide to ABM & CBM

    A practical ABM guide for GTM teams to choose the right model, build the needed workflows, launch pipeline-driving plays, and measure outcomes.

    🕵️‍♂️ The RevOps Guide to AI Agents

    A RevOps guide to building AI agents that work inside your ops stack across enrichment, routing, support, and reporting.

    🏖️ Clay for Marketing: My Favorite Use Cases & How to Set Them Up

    A Clay guide for Marketing Ops teams with setup walkthroughs for enrichment, cleaner data, faster list building, and stronger targeting/reporting.

    🤖 The 2025 Guide to AI in Marketing Operations

    A 2025 guide to AI in Marketing Operations, focused on practical processes you can implement, govern, and improve across your GTM stack.

    🎯 The Ultimate Guide to Lead & Account Scoring

    A lead and account scoring guide for GTM teams with templates and design patterns that improve prioritization and pipeline outcomes.

    📘 The Ultimate Campaign Management & Hierarchy Guide

    A tactical campaign management and hierarchy guide for B2B teams using HubSpot or Salesforce to execute and report more strategically.

    🤝✉️ Email Consent Compliance Guide

    An email consent and compliance guide for GTM teams with clear frameworks for collecting, managing, and respecting consent.

    📤 The Complete Guide to Email Deliverability

    An email deliverability guide with templates and best practices to improve inbox placement for marketing, sales, and transactional email.

    🗒️ Lead Lifecycle Stages Cheat Sheet

    A lead lifecycle stages cheat sheet for GTM teams to define, measure, and optimize funnel stages with better Marketing-Sales alignment.

    🕵️‍♂️ Intent Data Use Case Template

    An intent data use case template for GTM teams with structured examples to plan prioritization, segmentation, campaigns, and sales enablement.

    🧼 Data Enrichment, Cleansing, Normalization, and Validation Use Cases

    Data enrichment and quality use cases for GTM teams, including cleansing, normalization, and validation ideas to improve CRM reliability.

    V1: Roadmap Template: Expand from Marketing Operations ➡️ Revenue Operations

    A roadmap for moving from Marketing Operations into Revenue Operations, with guidance to expand skills and increase cross-functional impact.

    📶 MOPs Maturity Model

    A Marketing Ops maturity model with stages and indicators to assess current maturity, prioritize improvements, and scale operations.

    🗓️ 30/60/90 day MOPs ramp up plan

    A 30-60-90 day Marketing Ops ramp plan with goals and checkpoints to help new ops pros onboard faster and deliver early impact.

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