Operations guides.

Revenue operations, ecommerce automation, and business process optimization.

Systems, workflows, and automation strategies that remove bottlenecks and reduce manual effort. Built for product companies where quoting, ordering, and fulfillment are more complex than a standard checkout.

guide
14 min read

Configure Price Quote (CPQ): What It Is and When You Need Custom

A practical guide to CPQ software for product companies. What configure price quote means, how major platforms compare, and when building custom CPQ makes more sense than buying enterprise software.

guide
Coming soon 10 min read

CRM for Product Companies: How to Choose and Implement Without Losing 6 Months

Most CRM implementations stall or fail because they're built around the software, not the sales process. This guide covers how to pick, architect, and launch a CRM that fits how product companies actually sell.

guide
Coming soon 10 min read

Data Warehousing for Product Companies: One Source of Truth

Your data lives in six different tools and nobody trusts the reports. This guide covers how to centralize ecommerce, CRM, marketing, and fulfillment data into a single source of truth.

guide
Coming soon 10 min read

AI Agents for Product Companies: Voice, Chat, and Where They Actually Work

Not every business needs an AI agent. This guide covers where voice and chat agents create real value for product companies, and where they don't.

gateway
Coming soon 12 min read

Building a Revenue Operations Stack from Scratch

The complete guide to building an operations stack that connects sales, marketing, fulfillment, and reporting for product companies doing $2M-$20M.

guide
11 min read

Quote to Cash: Automating the Full Cycle

How to automate the quote-to-cash cycle for product companies. From configuration through fulfillment, where manual processes break, and how to eliminate re-entry errors across systems.

guide
Coming soon 10 min read

Workflow Automation for Ecommerce: What to Automate First

You can't automate everything at once. This guide covers the highest-ROI automation targets for ecommerce operations and how to sequence them.

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