Your job
Make sure the systems, processes, and data infrastructure are in place so every other function can do their job. Without you, leads get lost, data is wrong, and nothing scales.
What you need to deliver
This is guidance to help structure your thinking — not a strict checklist. Focus on what matters most for a realistic plan.
1. What systems do we need at launch?
CRM setup, lead tracking, analytics. What is essential vs. nice-to-have?
2. How does the lead flow work end-to-end?
From a prospect clicking an ad to a closed deal — map the steps and who owns each one.
3. What does the Salesforce/HubSpot integration look like?
Both must be connected at launch. What data flows between them? Who sets this up?
4. What does each team need to track?
Sales needs pipeline visibility. Marketing needs campaign attribution. Leadership needs MRR. Define the key metrics and where they live.
5. What could break — and what is the backup?
Integrations fail. Data gets messy. What is your contingency?
Your constraints
- Salesforce and HubSpot integration is non-negotiable at launch
- Sales needs CRM ready by Week 4 to start prospecting
- Marketing needs tracking in place by Week 2 — campaigns start early
- You are likely the only Operations person — prioritise ruthlessly
Who to talk to
- Sales: What do you need to see in the CRM to manage your pipeline?
- Marketing: How are leads coming in? How do we attribute them to campaigns?
- Product: What data does Vela AI generate? What goes into the CRM automatically?
- Enablement: What reporting do managers need to coach effectively?
Watch out for
- Assuming integrations are plug-and-play — they rarely are
- Building reporting dashboards before the basics are working
- Not asking Sales and Marketing what they actually need before choosing tools
- No plan for data quality — garbage in, garbage out
You have 60 minutes. Go talk to other teams now.