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Workshops Online · On-site EMEA · North America

Hands-on sessions
that fix the actual
problem.

Small cohorts. Live data. Structured templates you populate yourself. You leave with a plan — not a presentation.

See how it works ↓ View open cohorts ↗
4–12
participants per cohort
24h
individual plan delivery
3mo
follow-up check-in
2
formats — online & on-site

What actually happens

You bring the problems.
We build the answers together.

Every workshop runs on live data from the room. You complete a structured diagnostic on arrival. You leave with an individually prepared plan in your inbox within 24 hours.

1
QR check-in
Scan on arrival and complete a structured diagnostic form
2
Live dashboard
Answers feed a real-time dashboard as the room fills in
3
Facilitated session
Workshop runs on your data — your blockers, not a generic agenda
4
Individual plan
A prepared plan built from your answers, delivered within 24 hours
5
3-month check-in
Group session + individual progress report against your baseline
Pricing per spot Online · 1–4 · €200 / $220 Online · 5–8 · €175 / $195 Online · Full cohort · €150 / $165 On-site EMEA · 1–4 · €600 / $650 On-site · 5–8 · €500 / $550 On-site · Full cohort · €450 / $500
Online · Global · Zoom
From Spreadsheet to System
2 hoursUp to 12IT services · MSPs

For IT SMB leaders still running revenue on spreadsheets. You'll map your current process, align on CRM stages that reflect how you actually sell, and leave with a structured template ready to hand to your team.

Existing RevOps XL customers: complimentary · 1 cohort/quarter

Session outline

00:00
QR diagnostic check-inDashboard populates as participants submit.
00:20
Current state walkthroughWhere deals live — based on what the room just submitted.
00:45
Deal stage definitionGroup alignment on what qualified, active and closed mean.
01:15
Template walkthroughMap your process into the migration template.
01:45
Open Q&ASpecific blockers, peer advice, next step confirmation.

Who's in the room

Founders and MDs of IT SMBs
Sales leads and ops managers
MSP and IT service company owners
Tech solution providers
You leave with
Populated CRM migration template
Agreed deal stage definitions
Individual prepared plan within 24h
3-month group + individual check-in
On-site · EMEA · 2 days
RevOps Foundations for Scaling IT Companies
2 daysUp to 12SaaS · IT consultancies

Two days of facilitated work on your revenue process. You'll diagnose what's breaking, align your team on how it should work, and leave with a template-based roadmap you built — and can act on immediately.

Existing RevOps XL customers: complimentary · 1 cohort/quarter

2-day agenda

Day 1 — Diagnose & Align
AM
QR diagnostic + revenue auditSession opens with live dashboard of where pipeline breaks.
PM
Team alignment on process & standardsFacilitated handoff and ownership discussion.
Day 2 — Build & Plan
AM
CRM framework template sessionStages, fields, ownership, reporting — populated by participants.
PM
90-day action planningEach participant builds their plan.

Who's in the room

Revenue and operations leaders
Scaling IT and SaaS executives
CRM and sales ops managers
Tech partners serving the IT sector
You leave with
Populated CRM framework template
90-day action plan, built by you
Individual prepared plan within 24h
3-month group + individual check-in
On-site · EMEA · 1 day · Data Hygiene
Clean Data, Reliable Pipeline
1 dayUp to 8CRM admins · RevOps

For companies where the CRM is live but the data can't be trusted. You'll audit your own setup, agree on standards as a group, and leave with a governance framework your team built — so they'll actually follow it.

Existing RevOps XL customers: complimentary · 1 cohort/quarter

1-day agenda

AM
QR diagnostic + data auditDashboard surfaces duplicates, missing fields, ownership gaps.
L/AM
Field standardisation workshopNaming conventions and required fields defined by the room.
PM
Governance template buildEach participant completes their framework.
EOD
Peer review + Q&AFrameworks shared, gaps challenged, confirmed.

Who's in the room

CRM administrators and RevOps managers
Sales and marketing ops leads
IT leaders managing HubSpot or Salesforce
Data and systems consultants
You leave with
Completed data governance template
Agreed field standards for your CRM
Individual hygiene plan within 24h
3-month individual data quality check-in
Alexandra-Emily Kokova
Alexandra-Emily Kokova
Founder & Workshop Lead · RevOps XL
CRM ArchitectureRevenue OperationsHubSpot ExpertAI Workflows10+ Years

Who leads the workshops

Led by a practitioner,
not a consultant.

All workshops are designed and led by Alexandra-Emily Kokova — solutions architect with 10+ years building CRM and revenue operations infrastructure across Nordic, North American, and EU markets. You get the person who built the methodology, not a junior facilitator working from a slide deck.

Alexandra leads on-site workshops across EMEA and North America. Online sessions are available globally. Every session is built around your team's situation — not a generic curriculum.

On-site across EMEA — available without special arrangement
On-site in North America — by special arrangement
Online globally — via Zoom or Microsoft Teams
Request a workshop ↗ in Connect on LinkedIn
How it works

Workshop formats

Pick the format that
fits your team.

On-site · EMEA

RevOps Foundations

A hands-on session for revenue and operations teams ready to align on process, data standards, and CRM governance. Delivered on-site across EMEA.

2 daysUp to 12Custom agenda
On-site · North America

Pipeline Architecture

A structured deep-dive into deal stages, pipeline hygiene, and forecasting methodology. Available in the US and Canada under special arrangements.

2 daysUp to 12Special arrangement
Online · Global

CRM Audit & Roadmap

A focused remote session where we dissect your current CRM setup, identify gaps, and co-create a prioritised roadmap. Suitable for distributed teams anywhere.

Half-dayUp to 8Zoom or Teams
Online · Global

AI & Automation Readiness

Is your CRM data clean enough for AI? We assess your stack, identify automation opportunities, and give your team a practical framework for AI workflows.

Half-dayUp to 8Zoom or Teams

Who belongs in the room

The right mix
changes everything.

The value isn't just what we cover — it's who's in the room when we cover it. Alignment happens when the people who own different parts of the revenue process are present at the same time.

We keep sessions to 4–12 participants deliberately. Large groups fragment into silos. Small groups get real work done.

Reserve your spot ↗
Revenue & Sales Leaders
VP Sales · CRO · Sales Director

Own the pipeline targets and need reliable data to forecast, manage their team, and report to the board.

"I finally stopped guessing which deals were real and which were wishful thinking."

1 / 6

Expected outcomes

You leave with a plan,
not just a presentation.

Aligned team

Sales, marketing, and CS leave with shared definitions, agreed handoff points, and a common language for the revenue process.

Cross-functional alignment

CRM clarity

A clear picture of what's broken in your current setup, what to fix first, and how to govern it going forward.

CRM governance

Prioritised roadmap

A ranked list of initiatives with effort vs. impact mapped — so you know exactly what to do in the next 90 days.

90-day action plan

AI readiness assessment

An honest evaluation of whether your data and processes are ready for AI automation — and what needs to happen first.

AI & automation

Decision framework

Tools and templates your team can use independently — not vendor-dependent, not a black box.

Lasting self-sufficiency

Follow-up support

All participants receive a written summary and can book a follow-up session to review implementation progress.

Post-workshop continuity

Request a workshop

Tell us about
your team.

Every workshop is built around your specific situation. Fill in the form and we'll come back to you within 2 business days to discuss format, agenda, and logistics.

Workshops are a standalone engagement. You don't need to be a current client — and booking a workshop doesn't obligate you to any further work.

On-site EMEA & North America · Online globally
Groups of 4–12 participants
Response within 2 business days
in Prefer to reach out directly? Message on LinkedIn
Workshop request