Hi, I'm Sara
I've been growing businesses through award-winning revenue operations — as well as writing and speaking about revenue operations — for over 10 years.
Followed by leading marketing ops & revops teams
My Areas of Expertise
I've strategically built skills in these areas:
Revenue & GTM Strategy
Frameworks for scalable growth, pipeline velocity, and predictable revenue — grounded in real operating constraints, not theoretical models.
AI-Powered Marketing & RevOps Automation
Automation across HubSpot, Salesforce, Zapier, Clay, and modern GTM tooling to eliminate manual work, enforce clean process, and keep revenue systems running in production.
CRM Architecture & Optimization
Data models, lifecycle design, and system governance for HubSpot and Salesforce environments that have outgrown their original setup.
Demand & Pipeline Generation
High-intent funnel design, lifecycle campaigns, and pipeline operations that reliably convert signals into revenue.
Marketing Attribution & Analytics
Multi-touch attribution, GTM dashboards, and reporting that ties marketing activity directly to revenue outcomes.
RevOps Leadership, Management & Org Design
Revenue Operations leadership and team management focused on org structure, role definition, and operating models — developing high-performing teams and future RevOps leaders.
Recent Newsletters
Stay ahead of the curve with actionable marketing operations insights, strategies, and industry trends.
Steal my ultimate lead & account lifecycle build (any MAP) 🔁
Win decisions before the meeting + my unpopular Pardot take + the AI-backfill poll results + a new agentic CDP to watch
Beat office politics -- steal my pre-wire playbook 🪢
Win decisions before the meeting + my unpopular Pardot take + the AI-backfill poll results + a new agentic CDP to watch
Steal my AI for ops stack: the 6 workflows saving my week (+ decision matrix) 🗺️
While everyone's still debating which AI tool to use, here are five AI automations already wired up and running my week. Get inspiration + a framework to help you get started.
Featured Guides
Essential marketing operations templates and resources:
🟠 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.
🤖 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 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.
The Marketing Operations Strategist Newsletter
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