Kickstart 2025 with These 5 Must-Do’s

Happy New Year, RevOps and Commercial Leaders! As we kick off 2025, it’s time to set priorities that will guide your team toward achieving those ambitious growth targets. Start the year strong by identifying your top 3-5 goals and use them as the North Star when distractions arise.

Here are the top 5 key focus areas we recommend evaluating before the end of January:


1. Spotlight Your Customer Success Team

Before diving into new sales strategies, focus on how to retain and grow your existing customer base. Strengthen alignment between CS and Sales by sharing insights and taking collaborative action where needed.

Key areas to address:

· Unified Customer View: Ensure all systems and data integrations provide a single view of each customer, covering purchase history, interactions, and support tickets. This gives your CS leaders the context they need to serve customers effectively.

· Automated Onboarding & Renewals: Streamline these processes to free up the team for strategic work, such as relationship-building.

· Segmented Playbooks: Develop playbooks tailored to different customer segments and adoption stages, providing CS teams with clear guidance at every step of the journey.


2. Revisit Your ICP (Ideal Customer Profile)

A clearly defined Ideal Customer Profile (ICP) is the foundation of successful outbound sales and marketing efforts. Yet, many companies (especially B2B SaaS) either lack ICP documentation or have overly broad and vague profiles. Buyers today are more value-driven, and SDR/AE teams need precision to close deals.

Focus on:

· Targeted Strategies: Use your ICP to refine outbound efforts, such as Account-Based Marketing (ABM) campaigns.

· Pipeline Coverage: Review your pipeline to see how it reflects opportunities that align with your ICP.

· Customer Champions: People change jobs in the New Year, so reconnect with champions who can open doors to new opportunities.


3. Pick Your Battles Wisely

Every leader faces a never-ending to-do list. Instead of chasing every unresolved issue from last year, prioritise challenges that will deliver the greatest strategic value. Let go of smaller battles or delegate them.

Take a tactical approach:

1. Assess Impact: Determine whether an issue significantly affects any of your top goals.

2. Set Boundaries: Decide how much time and energy it warrants.

3. Delegate or Escalate: Where appropriate hand off issues to the right team or person.

4. 80/20 Rule: Focus on the 20% of efforts that yield 80% of results. Let go of the rest.


4. Audit Your Tech Stack

Your tech stack can make or break your team’s efficiency. Take time this month to plan the following:

·       Identify and eliminate redundant tools.

·       Ensure seamless integrations between tools.

·       Address technical debt before it spirals.

·       Simplify clunky or overcomplicated processes to enhance productivity.


5. Talent Planning

Your team is your greatest asset, and the start of the year is the perfect time to assess your talent strategy. In a world shaped by rising costs, economic uncertainty, and the ongoing battle for top talent, leaders must embrace flexible workforce strategies to stay ahead:

  • Hiring for Key Skills: Pinpoint gaps in your team and create a plan to bridge them.
  • Up-skilling and Development: Equip your existing team to meet evolving business demands by investing in training.
  • Retention Strategies: Build a culture that values growth, recognition, and work-life balance to keep your best performers engaged and motivated.

By prioritising talent planning now, you’ll position your team to tackle 2025’s challenges with confidence and agility.


What are your top priorities for January?

At RevQore, we’re practicing what we preach—currently deep into our own talent planning as we scale.