Ben H.

Creating a 30-60-90 Day Plan for Sales and Revenue Operations in Healthcare Tech

hey everyone, I recently joined a new company as running our sales ops and revenue ops function we work in the healthcare space in pharmaceutical tech side. Would love to hear from people of their experience as what to identify first and what’s more important as reporting directly to the CEO and stakeholders to create a 30, 60, 90 day plan going into a new company. I’m owning and restructuring our HubSpot and revenue pipeline perspective. Thanks in advance! would also love to explore having a mentor in the space!

4Comments

Commented on How to Build Dynamic HubSpot Sequence Reporting an...·Posted inRevops

Ben H.

smitha k. thank you for getting back to me. Do you use a third party platform on top of hubspot? does it embed with hubspot reports?

Commented on How to Build Dynamic HubSpot Sequence Reporting an...·Posted inRevops

Ben H.

Manuel C. Thank you for your response, how did you configure the first 3 bullets in hubspot? I keep running into roadblocks. Would appreciate any further help!

Create a canonical “Sequence ID / Original Sequence” property and force cloned sequences to reference it (manual tagging is totally fine short-term).
Stamp Sequence Name + ID + Enrolled by (SDR) at enrollment time via workflow where possible.
Tie leads to campaign first, then campaign → sequence via that shared ID (otherwise attribution gets messy fast).

Posted in Revops·

Ben H.

How to Build Dynamic HubSpot Sequence Reporting and Dashboards

Hey everyone! I was hoping for some HubSpot help. I am wanting to build out reporting on sequencing and having trouble finding the best and more accurate way to do so that's dynamic and not from the analytics page. I'm trying to: Track sequence enrollment per SDR

Identify cloned vs original sequences
Tie leads → campaign → sequence → SDR

(If automation isn’t ready → manual tagging is acceptable short-term) Build dashboards that show:

Contacts enrolled per SDR (weekly)
% of assigned leads actually sequenced
Adoption % by campaign

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Posted in Revops·

Ben H.

Creating a 30-60-90 Day Plan for Sales and Revenue Operations in Healthcare Tech

4Comments

Commented on How to Build Dynamic HubSpot Sequence Reporting an...·Posted inRevops

Ben H.

smitha k. thank you for getting back to me. Do you use a third party platform on top of hubspot? does it embed with hubspot reports?

Commented on How to Build Dynamic HubSpot Sequence Reporting an...·Posted inRevops

Ben H.

Manuel C. Thank you for your response, how did you configure the first 3 bullets in hubspot? I keep running into roadblocks. Would appreciate any further help!

Create a canonical “Sequence ID / Original Sequence” property and force cloned sequences to reference it (manual tagging is totally fine short-term).
Stamp Sequence Name + ID + Enrolled by (SDR) at enrollment time via workflow where possible.
Tie leads to campaign first, then campaign → sequence via that shared ID (otherwise attribution gets messy fast).

Posted in Revops·

Ben H.

How to Build Dynamic HubSpot Sequence Reporting and Dashboards

Identify cloned vs original sequences
Tie leads → campaign → sequence → SDR

(If automation isn’t ready → manual tagging is acceptable short-term) Build dashboards that show:

Contacts enrolled per SDR (weekly)
% of assigned leads actually sequenced
Adoption % by campaign

5Comments

About

Company
LinkedIn