Course overview
Start hereAI for Revenue Operations Managers
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Priya's Thursday, two ways

8 lessons · 28 prompts

A day in the life of a Revenue Operations Manager: what changes with these prompts.

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Priya, a revenue operations manager at a mid-sized software company

Priya starts Thursday with a note from the sales director: marketing and sales disagree about what counts as a qualified lead. She opens ChatGPT and uses the Align Sales and Marketing prompt, filling in the two teams' definitions and the last three deal handoffs that went wrong. The AI drafts a one-page alignment note with a simple handoff rule. Priya edits it, adds a line about the weekly pipeline call, and sends it before her 10 a.m. meeting.

After lunch, the renewal numbers for the northeast region look soft. Priya uses the Analyze Revenue Data prompt in Claude, pasting a small table of monthly renewals and asking for a plain explanation. The AI points to a cluster of accounts that renewed late last quarter and suggests two questions to ask the customer success team. Priya writes those questions down for her next call.

Before the day ends, Priya opens Gemini and uses the Optimize CRM Usage prompt to review a list of duplicate accounts she exported that morning. The AI groups the duplicates and drafts a short guide for the sales team on how to merge records. She also uses the Forecast Revenue prompt to build two simple scenarios for next quarter, one if the northeast trend continues and one if it turns around.

By 5:30, Priya has a clean alignment note, a clearer view of renewals, a CRM guide ready to share, and two forecast scenarios. She closes her laptop and drives to her daughter's swim practice, something she usually misses on Thursdays.

Before

  • Inbox full of data requests
  • Chasing teams for the same numbers
  • CRM cleanup pushed to next week
  • Forecast built late, at night

After this course

  • Alignment note done before the meeting
  • Data questions answered in minutes
  • CRM guide ready to share
  • Home for swim practice

What you'll learn

  • Align Teams: Draft alignment documents that help sales and marketing agree on lead handoff and follow-up.
  • Read Revenue Data: Generate queries and plain-language explanations for trends and anomalies in your revenue numbers.
  • Clean Up CRM: Improve CRM data quality, workflows, and adoption with prompts that write guides and spot duplicates.
  • Define KPIs: Write clear KPI definitions and communication for revenue teams.
  • Map Sales Processes: Map, analyze, and improve sales processes so handoffs are smoother.
  • Build Forecasts: Create forecast scenarios, explain variances, and document your assumptions.
  • Improve Conversion: Analyze funnels, design lead scoring, and generate test ideas.
  • Manage Tech Stack: Compare tools, plan integrations, and document your revenue tech stack.

How this course works

  1. 8 lessonsOne task of your job each, from align sales and marketing to manage tech stack.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.