The Great Planning Retro: What Really Happens After Go-Live
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Planning season is over. Territories are live. Quotas are set. Sellers are working their books.
Now comes the part most teams rarely talk about.
In the weeks after rollout, RevOps teams start to see where assumptions held, where small details created friction, and where manual work crept back in once reality set in. CRM edge cases surface. Rules of engagement get pressure tested. Spreadsheet logic that felt solid during planning starts to strain under day-to-day use.
This session is a sales planning post-mortem led by RevOps practitioners who have just lived through the cycle. In a moderated panel discussion, customers will share what actually happened once plans went live, what required rework, and what they would change heading into the next planning cycle.
Join this conversation to benchmark your own process, learn how other teams handle post-planning adjustments, and hear how high-performing RevOps teams think about planning as an ongoing system rather than a once-a-year exercise.
Speakers
CaptivateIQ elevates expert voices from within the company and invites top minds from the world of ICM and SPM to lend their outlook and perspectives.

