#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp
RevOps Lab1 Heinä 2025

#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp

Janis and Philipp dive into one of the most requested topics in RevOps: pipeline visibility. What does it actually mean? Why is it so hard to get right? And what does good look like?Using the Pipeline Visibility Cheat Sheet as their guide, they break down the exact fields, signals, and metrics you need to track deal health and build trust in your forecast—without overwhelming reps or drowning in dashboard noise.We cover: • The four core layers of pipeline visibility: activity, conversation, methodology, and process • The 10 most important deal signals and how to operationalize them • How to spot bloated pipeline and early warning signs of risk • Stage conversion, sales velocity, and push count as leading indicators • How to start visibility tracking lean—and scale it over timePipeline Visibility Cheat Sheet: https://www.getweflow.com/content/pipeline-visibility-cheat-sheetJanis on LinkedIn: ⁠⁠https://www.linkedin.com/in/janiszech⁠⁠ Phillip on LinkedIn: ⁠⁠https://www.linkedin.com/in/philippstelzer⁠⁠ Chapters: • (00:00:00) Introduction & Why CRM Visibility Still Fails • (00:03:05) The 4 Layers of Visibility • (00:07:42) What Makes a Deal “Real”? • (00:13:20) Deal Signals: Champions, Pain, Urgency • (00:18:09) Sales Cycle, Pushes & Stage Conversion • (00:25:32) Visibility Metrics That Actually Matter • (00:31:00) How to Roll Out Pipeline Hygiene Without Overkill • (00:36:55) Final Thoughts & Cheat Sheet Recap

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#94 How to become a VP of RevOps with Andy Mowat, Founder of Whisperd, ex-RevOps at Carta, Box & CultureAmp

#94 How to become a VP of RevOps with Andy Mowat, Founder of Whisperd, ex-RevOps at Carta, Box & CultureAmp

Andy Mowat, Founder of Whisperd and longtime RevOps leader at companies like Upwork, Box, CultureAmp, and Carta, joins Janis and Philipp to share how to build a successful career in RevOps. Andy break...

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#93 Aligning Product and GTM Through RevOps – with Lauren Hughes, VP, Revenue Effectiveness at Justworks

#93 Aligning Product and GTM Through RevOps – with Lauren Hughes, VP, Revenue Effectiveness at Justworks

Lauren Hughes, VP of Revenue Effectiveness at Justworks and former Global Head of RevOps at InMobi, joins Janis and Philipp to share how RevOps can become the connective tissue between product and go-...

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#92 How RevOps Can Shape Boardroom Success – with John McMahon, Board Member, Author of "The Qualified Sales Leader" and Co-Host of Revenue Builders Podcast

#92 How RevOps Can Shape Boardroom Success – with John McMahon, Board Member, Author of "The Qualified Sales Leader" and Co-Host of Revenue Builders Podcast

In this episode, Janis and Philipp sit down with 5x CRO John McMahon, the Author of “The Qualified Sales Leader”, board member at Snowflake and MongoDB, and co-host of the Revenue Builders Podcast. Jo...

25 Elo 202544min

#91 Leverage Revenue Cadences to Drive Strategic Impact – with Kristina Kardell, Director, RevOps at Leapsome

#91 Leverage Revenue Cadences to Drive Strategic Impact – with Kristina Kardell, Director, RevOps at Leapsome

Kristina Kardell, Director of RevOps & Strategy at Leapsome, joins Janis to explore how revenue cadences can move RevOps from execution to strategy. Kristina shares how she structures cadences that al...

18 Elo 202539min

#90 Designing High-Performance RevOps – with Dana Therrien VP, RevOps at Anaplan

#90 Designing High-Performance RevOps – with Dana Therrien VP, RevOps at Anaplan

Dana Therrien, VP of Sales Performance Management and Revenue Operations Advisory at Anaplan, joins Janis and Philipp to unpack what it really takes to build a RevOps team that drives measurable impac...

11 Elo 202543min

#89 Insights & Secrets from 10 RevOps Leaders - with Janis & Philipp

#89 Insights & Secrets from 10 RevOps Leaders - with Janis & Philipp

After 88 episodes, Janis and Philipp look back and highlight the most shared, cited, and saved conversations from across the show. From methodology rollouts and forecasting to CS, enablement, and stra...

4 Elo 202518min

#88 Rolling Out SPICED across a 750-Person Sales Org - with Julien Cerutti, VP of Global Revenue Strategy at Meltwater

#88 Rolling Out SPICED across a 750-Person Sales Org - with Julien Cerutti, VP of Global Revenue Strategy at Meltwater

Julien Cerutti, VP Revenue Strategy at Meltwater, shares how he led the global rollout of the SPICED sales methodology across 700+ sellers. From frontline adoption to operationalizing SPICED in Salesf...

28 Heinä 202539min

#87 RevOps org design & hiring best practices - with Mollie Bodensteiner, SVP of Operations at Engine

#87 RevOps org design & hiring best practices - with Mollie Bodensteiner, SVP of Operations at Engine

Mollie Bodensteiner, SVP of Operations at Engine, joins Janis and Philipp to unpack the RevOps org structure behind a 1,000-person company scaling at speed. Mollie shares how her team of 40+ built a p...

21 Heinä 202538min

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