1. Found the inclusion that should’ve been an exclusion that was breaking the funnel and your spirit.
Like that time I proudly added an exclusion so the partner team would stop getting tasks they didn’t need to work… Only to accidentally include them — and send tasks to only that team. Ops is fun. I’m having fun.
✨Definitely didn’t spend the rest of the day in shame and Slack silence.✨
2. Untangled a workflow that had more branches than a genealogy site.
And yes, we’ll probably have to do it again in 2 days. But for today? The routing is clean, the logic is crisp, and I am a workflow god.
3. Created a dashboard that didn’t suck.
Thanks to the new payments functionality (and a little ops magic), we now have payments data served up fresh, tidy, and dare I say… delightful. ✨
4. Talked sales and marketing into using the same definitions. For once.
We’re moving in the right direction 🚙🗺️. Only nine (🙏) more office hours to go. I’ve got high hopes and a backup bottle of wine.
To be clear, we haven’t fully cracked it. Somehow “lead” still means wildly different things depending on who’s in the room, what tool they’re using, and whether Mercury is in retrograde.
But hey, we agreed on something. And that’s basically world peace in RevOps.
5. Deleted fields that had haunted your CRM since 2017.
“When have you tracked your food? Have you ever been in a car crash? When was your last car crash?” We work in SaaS. Why are these in our CRM? And why are they all tied to a ghost meta account so we can’t delete them? Is this Monty Python? What is your name? What is your favorite color? Is our quest… a car crash? Because these fields sure are.
6. Automated a thing that used to take 14 hours of rage clicking.
Back when we were manually keying weekly pipeline data into a worksheet like it was 1999. Now it’s all handled with Coefficient and a mildly concerning number of formulas stitched together into one glorious, self-updating beast.
7. Documented the undocumented. You absolute angel.
Some of us have never documented a thing. We live on the edge of pure ops oblivion, or as we like to call it, Glory and Chaos. No breadcrumbs, no comments, no regrets. Even I couldn’t tell you what that workflow does anymore.
Others? We’ve spent the entire quarter sidestepping a single 5-sentence documentation task like it was a tax audit. Because let’s be real: documentation is easily the worst part of the job.
But every once in a while, someone does it. Someone writes it down. Even just a Notion bullet or a one-line “don’t touch this unless you hate yourself.” And in that moment, that person becomes a legend. A hero. An ops angel.
At least something is documented. We’ll take the win.
8. Fixed attribution (or got it closer to accurate).
We built a custom Conversion object that now haunts our dreams, since HubSpot released a Leads beta right after 😭. To sweeten the pain, we also added a manually updated (because ops life) Conversion Channel for more granular insight. Now to tackle the reporting 😉.
9. Made reps stop asking “Where’s my lead?”
This has never happened to us.👀 Final boss level: unlocked. Ultimate glitter moment achieved.
10. Laughed in the face of a sync error—and lived to tell the tale.
Ready for the Trauma Glitter? Ever sent yourself thousands of notifications while testing a new internal alert?
A beautiful little gift, from me… to me… forever. Or accidentally enrolled your entire database in a workflow and pinged every HubSpot user for every record they own?
That was my first day in ops. I had a lot to learn. (Spoiler: I still do.)
But I survived. I cleaned it up. And I came back stronger, slightly twitchier, and armed with better filters.
Ops & Ends 
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