Marketing Operations Guides
Access Sara's complete collection of marketing operations templates.
❤️🔥 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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