WEBINAR
How to Build a Better Annual Plan with RevOps Automation
TUESDAY, OCTOBER 28 | 1PM ET
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

Why the Average Sales Cycle Lies — and How the Golden Sales Cycle™ Sets a New Standard
Most revenue leaders rely on average sales cycle length as a key metric. It’s simple, easy to pull from a CRM, and often used in […]

Why B2B Leadership Reporting Is a Time Sink — And How to Fix It
Would you build your CRM from scratch? Then why are you building analytics that way? In too many B2B SaaS companies, leadership reporting has become […]

From Reporting Misses to Preventing Them: A New Era of RevOps
Why most forecasting tools fail—and how RevOps Automation finally fixes it The end of quarter hits. Results are in. You missed. And now the fire […]

Why Lead Scoring Is Broken in B2B (And Why RevOps Automation Is the Fix)
Lead scoring was supposed to be the answer to marketing and sales alignment. A universal language that would let marketers prioritize the best opportunities, and […]

Revenue Models: The Art and Science of Predicting Growth
Most B2B companies can grow—but few can do it predictably, efficiently, and in alignment across the entire go-to-market team. That’s the real risk: not missing […]

Attribution Models: The Hidden Battleground Between Marketing and Sales
In B2B, attribution isn’t just a data problem — it’s a political one. At first glance, it’s about numbers: who sourced the deal, what campaign […]