Embedded Files
The Tool Doesn’t Do That. Now What?
From GoldMine and Excel macros to Salesforce calling cards and a planned Intellistack workflow, three stories about building what the business needs, making intentional tradeoffs, and knowing when best practice needs context. Insert chaos energy.
More with Less: My Philosophy on Resource Allocation
Operational excellence isn't about asking people to work harder. It's about understanding where work belongs. This article explores my philosophy on technology strategy, outsourcing, contractors, process optimization, and organizational design, and why the best solution is rarely as simple as buying another tool.
Working through these decisions in your own team? That is the thinking behind my fractional RevOps consulting and coaching.
What is inside a RevOps Director's Tech Stack
In this episode of Show Me Your Stack, we sit down with Chantel Hirschel, Director of RevOps at Sana Benefits (small business health insurance), to break down the exact tools running her revenue engine, from spreadsheets to Salesforce to vibe-coded automation. Chantel manages a broker-driven pipeline, an onboarding/implementation team, and a RevOps function spanning roughly 10 people supporting 15 sellers across CS and AE, and she measures success not in revenue, but in "member lives" touched.
Burnout in RevOps doesn’t always mean the work is wrong. Sometimes it’s context switching, political friction, skill gaps, or being responsible for systems nobody notices until something breaks. The key is figuring out whether the problem is the role, the organization, or the way the work is designed.
Navigating Your RevOps Career: AccountAim Webinar
Starting a new RevOps role, proving your impact to leadership, and actually moving up the ladder are three of the hardest things to do in this field. In this session, Josh sits down with Chantel Hirschel to get honest about what changes when you start a RevOps role with 15 years of experience behind you, why the politics of an organization matter more than your tech stack knowledge, and how to build the social skills that actually get you promoted.
Uncovering a Marketing Rockstar: A Case Study
A marketing generalist hired just before the shift to remote work struggled with training, team integration, and performance expectations. Through structured coaching, improved processes, clear performance metrics, and targeted skill development, the employee transitioned into a high-performing Marketing Operations specialist and became a recognized top performer within a year.
What's the Point of Your Dashboard: Selling AI Podcast
The conversation delves into the world of RevOps and Chantel's experience, focusing on the challenges of scaling revenue without scaling headcount. It explores the role of dashboards, the evaluation of systems and tools at Sana, and the challenges of quota and revenue attainment in sales. The conversation delves into the challenges faced by RevOps teams in driving efficiency and productivity in sales processes. It also explores the tension between sales and marketing and the evolving role of RevOps in go-to-market engineering.
AI, Process, and a Whole Lot of Trial and Error: A Case Study
AI didn't increase our quoting capacity by itself. A combination of Salesforce Cases, Agentforce experimentation, Python automation, an OpenAI API connection, and process redesign increased weekly capacity from 250 to more than 400 requests. The biggest operational gains rarely come from a single tool.
Workergenix Executive Edge Live: Lean, Profitable Operations.
Today’s panel brings together experienced operators to discuss how smart executives reduce operational drag, protect margin, and keep execution moving without becoming the bottleneck. If you’re leading a growing firm and feeling the weight of follow-ups, coordination, and reporting slowing things down, this conversation is for you. Tune in, listen in, and drop your questions or insights in the comments. We’d love to hear your perspective during the discussion.
When a Free Salesforce Fix Saved 2,200 Hours
A simple Salesforce limitation was forcing sales reps to rebuild quotes from scratch. By redesigning the process and creating a custom quote-cloning workflow, quote creation time was cut in half, reclaiming more than 2,200 hours annually and saving over $200,000.
Full Stack Moms Webinar: Being the Working Mom
If you have been wondering if a stay-at-home-Dad might be the right fit for your family, take a listen today. We discussed this with Chantel Hirschel on this week's episode, and she shared a ton of insights. We didn't realize that she would still have to be at the doctor's appointments because some healthcare providers don't take the dads as seriously. We found out that the average full stack mom has to try really hard to NOT jump in and take things over. Chantel shared about some of the sacrifices her family made in the beginning to make this work, and tells the story behind what prompted this big decision for her family.
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