What it is

Every RevOps function has routines that simply need to happen: checking integrations, cleaning up close dates, reconciling bookings with billing, reviewing commission calculations. Trouble is, most of them live in someone's head, and they quietly fall by the wayside the week that person is on holiday or buried in a new project. This calendar gets them out of people's heads, gives each one an owner and a rhythm, and tells you what's overdue. Think of it as the training plan for the maintenance muscle I write about in Operational Excellence Without Bureaucracy: Building the Muscle to Maintain What You've Built.

Who it's for

RevOps, Sales Ops and Marketing Ops teams of any size, from the solo operator who needs a reliable routine to the RevOps lead who wants to make maintenance visible right next to the project roadmap.

How to use it

Start with the 19 starter routines, which come from common practice and from the article. Keep what fits, delete what doesn't and add your own. Then:

  1. Give every routine an owner and a suggested timing, like "every Wednesday" or "before the forecast call". A routine without a name tends to stay a good intention.
  2. Log when it was last done. The next due date and the status (on track, due this week, overdue) update automatically.
  3. Check the list every Monday by filtering the status column for overdue and due this week. Business-critical integrations deserve closer monitoring than that, ideally with automatic alerts.
  4. Challenge the routines every quarter on the Quarterly review tab: does each one still serve a business purpose, is the frequency right, and could you simplify or automate it?

The goal is a short list of routines that genuinely protect the business, which is why the quarterly review matters just as much as the routines themselves.

What's inside

  • Start here: the instructions on one page.
  • Routines: 19 starter routines from daily to annual, with owner, timing, why it matters, last done, next due, status and an "automate?" column.
  • Quarterly review: the questions to challenge every routine, plus space for new risks you should monitor instead.