Your job
Make sure all the systems work so teams can do their jobs.
What you need to deliver today
1. System setup
What tools do we need? (CRM, tracking, integrations)
2. Integration plan
Salesforce + HubSpot - how do we connect them?
3. Data tracking
What numbers do we track? Where? Who sees what?
4. Process documentation
How does a lead become a customer? (step-by-step)
5. What breaks if you don't do your job?
Make it clear why Operations matters
Your constraints
- ❌ Must integrate with Salesforce AND HubSpot (non-negotiable)
- ❌ Sales needs the CRM ready by Week 4 (they start selling Week 6)
- ❌ Marketing needs tracking set up by Week 2 (campaigns start early)
- ❌ You're probably 1-2 people (can't build everything custom)
Who you need to talk to
- SALES: What do you need to track in the CRM?
- MARKETING: Where do leads come from? How do we track campaigns?
- PRODUCT: What data does Vela AI send us automatically?
- ENABLEMENT: What reports do you need for coaching?
Red flags (don't do this)
- ❌ Picking tools without asking teams what they need
- ❌ Assuming "it'll just work" (integrations always break)
- ❌ Not planning for when things go wrong
- ❌ Underestimating setup time (integrations take weeks, not days)
You have 45 minutes. Go talk to other teams NOW.