RevOps Foundations is the starting point at ROI · Revenue Operations Institute. In about two hours you learn what revenue operations is, how to read the core revenue metrics, and where your own company's revenue engine is most likely leaking. It's free, self-paced, pre-recorded video in English, and it opens on November 23, 2026.
Course at a glance
| Price | Free |
| Format | Pre-recorded video, self-paced, in English |
| Length | 8 lessons, about 2 hours |
| Opens | November 23, 2026 |
| Assessment | 15-question certificate quiz, 70% to pass |
| Credential | ROI Foundations certificate of completion |
| Download | The RevOps Quick-Win Audit checklist (1 page) |
| Prerequisites | None |
Who it's for
Foundations is for anyone in sales, marketing, customer success or finance who works with revenue numbers. That includes:
- people moving into a Sales Ops, Marketing Ops or RevOps role
- CRM admins and analysts who want the business context behind the requests they get
- managers and founders who want a shared vocabulary for pipeline, forecasting and retention
- anyone planning to take the CRP™ Certified RevOps Practitioner certification later
You don't need any particular CRM. The course works with whatever system your company uses.
The 8 lessons
Every lesson follows one worked case company, so the numbers build on each other from lesson to lesson.
| # | Lesson | Length | What it covers |
|---|---|---|---|
| 1 | What RevOps is (and isn't) | 12 min | From separate ops teams to one revenue function; RevOps vs. Sales Ops |
| 2 | One revenue lifecycle: the bowtie | 15 min | Acquisition and retention as one system; why handoffs are where revenue leaks |
| 3 | The metrics that matter | 18 min | Pipeline, win rate, sales cycle, deal size, pipeline velocity, NRR, CAC payback |
| 4 | The ROI Stack™ | 15 min | The five layers (Strategy, Process, Data, Systems, Enablement) and why you fix them in order |
| 5 | Data: one source of truth | 14 min | The CRM as the system of record; definitions and ownership |
| 6 | Forecasting basics | 14 min | Forecast categories, weighted pipeline, measuring accuracy |
| 7 | The RevOps operating cadence | 12 min | Weekly pipeline review, monthly and quarterly business reviews |
| 8 | Your first 90 days and next steps | 10 min | A quick-win audit, RevOps maturity levels and the certification path |
Each lesson ends with two short practice questions, and most include a "Try it" exercise you do on your own company in a few minutes.
What you'll be able to do
By the end of Foundations you will be able to:
- explain what RevOps is, and how it differs from Sales Ops, to a colleague or a hiring manager
- calculate and read the core revenue metrics, including pipeline coverage, win rate, pipeline velocity, net revenue retention and CAC payback
- map your company's revenue lifecycle and find the handoffs with no clear owner
- use the ROI Stack™ to decide which problem to fix first
- run the Quick-Win Audit on your own company and pick your first improvements
How the quiz and certificate work
When you finish the lessons, you take the Foundations certificate quiz: 15 questions drawn at random from a larger pool, with 70% (11 of 15) to pass. The quiz questions are new; they aren't the practice questions from the lessons, so they check that you can apply the ideas, not recall a lesson.
Pass the quiz and you receive the ROI Foundations certificate of completion.
Foundations is step 1 of the path to the CRP™ Certified RevOps Practitioner certification. It isn't required for CRP™, but CRP™ assumes you know this material and goes one level deeper.
Get notified
Foundations opens on November 23, 2026. There's no signup form yet: email us and we'll tell you the day it goes live.