How to Build a Better Annual Plan with RevOps Automation

WEBINAR
How to Build a Better Annual Plan with RevOps Automation

TUESDAY, OCTOBER 28 | 1PM ET 

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Learn how to accelerate your B2B annual planning process with structured workflows, automated models, and validated targets — all powered by RevOps Automation.

Annual planning is one of the most important — and painful — processes for any B2B SaaS company. Most teams spend weeks wrestling spreadsheets and debating assumptions instead of focusing on what matters: building a plan that’s achievable, aligned, and data-driven.

Join Dana Marxer, Founder of ayeQ and creator of RevOps Automation, for a live tutorial on how to use The Annual Plan Builder to accelerate the creation of your 2026 plan, including:

  • How to use best-practice workflows to build your annual plan step by step
  • How to automatically calculate bookings models and revenue goals
  • How to validate pipeline and capacity requirements against financial targets
  • How to align executive objectives across Marketing, Sales, and Customer Success
  • Be ready to enter 2026 with a plan that’s confident, data-backed, and achieveable 

Walk away with an understanding of how RevOps Automation brings structure, speed, and confidence to planning — combining best-practice workflows with automatically calculated models, goals, and pipeline metrics that ensure your targets are realistic and your strategy is executable.


Speakers

Dana Marxer
Dana is the Founder and CEO of ayeQ, the RevOps Automation platform powering predictable growth for B2B SaaS companies.


Who Should Watch

  • Chief Executive Officers
  • Chief Revenue Officers
  • Chief Marketing Officers
  • Chief Operating Officers
  • Chief Financial Officers
  • RevOps Leaders

 

Additional Resources