Source of truth

Resources

Boards, docs, and live surfaces. Each row leaves this site. Nothing here is generated locally.

Boards, intake, and comms3

  1. BoardLinear — REV team boardEvery RevOps work item: active, backlog, shipped.Owner · Kevin Williams
  2. BoardSlack — #revops-requestsRequest intake. Auto-classified and routed to Linear.Owner · RevOps
  3. BoardSlack — #rev-opsBroader RevOps channel for cross-functional discussion.Owner · RevOps

Documentation17

  1. DocRevOps Requests — playbookHow a request becomes a ticket, and what happens next.Owner · Kevin Williams
  2. DocNotion — Revenue Operations hubTeam home: mission, four pillars, project directory, meetings, AI outputs.Owner · Kevin Williams · RevOps team
  3. DocRevOps Roadmap — Q3 2026Current quarter's roadmap, priorities, and commitments.Owner · Kevin Williams · RevOps leadership
  4. DocGrowth Ops Linear structure — proposed mirrorProposed Linear hierarchy mirroring the RevOps structure.Owner · Kevin Williams
  5. DocLifecycle Stages v2 — primerPlain-language explanation of the lifecycle stage model.Owner · Kevin Williams
  6. DocLifecycle Stages v2 — technical documentationProperty-level implementation of the v2 lifecycle model.Owner · Kevin Williams
  7. DocAdd-On pipeline to Core alignmentDeal stage consolidation across the Add-On and Core pipelines.Owner · Kevin Williams
  8. DocInsurance to Core record linking — field assessmentField-level assessment for linking Insurance records to Core.Owner · Kevin Williams
  9. DocOnboarding Health & Visibility — at a glanceSenior-audience summary of onboarding churn visibility.Owner · Kevin Williams
  10. DocOnboarding Health & Visibility — overviewWhat is live across the onboarding visibility build.Owner · Kevin Williams
  11. DocOnboardRelay — build notesImplementation notes for the onboarding status sync.Owner · Kevin Williams
  12. DocGrow tier system — build guideWhite Glove · Grow Pro · Grow Max, end to end.Owner · Kevin Williams
  13. DocHubSpot app cards — build guideThe pattern behind every custom HubSpot sidebar card.Owner · Kevin Williams
  14. DocStripe product and price mapping — guideDraft mapping between Stripe products and HubSpot.Owner · Kevin Williams · Shannon (data)
  15. DocBeacon + Grok bot — operating modelHow the read-only specialist investigation lane works.Owner · Kevin Williams
  16. DocClaude Code + Codex — tandem workflowHow the two agents split plan and execute work.Owner · Kevin Williams
  17. DocRevOps Chief of Staff — skill instructionsThe skill that synthesises the stack into briefings.Owner · Kevin Williams

Dashboards and KPIs1

  1. DashboardQuarterly KPIsMetric definitions, targets, and trendlines for the scorecard.Owner · Kevin Williams · Jessica Xu (review)

Live surfaces5

  1. AppInteractive GTM stack mapClickable architectural diagram of the revenue stack.Owner · Kevin Williams
  2. AppRelayTraceEvent store and reporting UI for OnboardRelay.Owner · Kevin Williams
  3. AppAnchorCore deal owner alignment and staleness viewer.Owner · Kevin Williams
  4. AppVellumArtifact vault, flowchart canvas, and Markdown reader.Owner · Kevin Williams
  5. AppREV board — embeddable viewThe Linear REV board rendered for Notion embeds.Owner · Kevin Williams