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Resource Lounge & Tiki Bar 🍹

BoogieBoard's public library for RevOps, territory design, and sales strategy. Practical resources, guides, templates, and interviews with experienced operators and revenue leaders.

We'll keep adding to this over time — a useful place to find clear, practical material on the work.

Resources

30 items

Showing 6 of 30

What’s a Fair Holdover Policy and How Do You Write One
Guide Template

What’s a Fair Holdover Policy and How Do You Write One

A Territory changes. A rep wants to keep an account or opportunity that would otherwise move.

May 27, 2026 Read more
What to Do When a Sales Rep Leaves
Guide Template

What to Do When a Sales Rep Leaves

A rep leaves. Every account needs a coverage answer.

May 12, 2026 Read more
What to Do When a New Rep Joins
Guide Template

What to Do When a New Rep Joins

A new rep joins. They should not have to wonder what they are supposed to cover.

April 10, 2026 Read more
Ultimate Guide to Territory Planning | 7 Step Process and Checklist
Guide

Ultimate Guide to Territory Planning | 7 Step Process and Checklist

Step #0: 🤗  Author’s Note

March 15, 2026 Read more
Third Party Data Providers | Best Practices

Third Party Data Providers | Best Practices

A key component to data quality in Salesforce is data enrichment from 3rd-party providers. Most B2B companies that we work with have well over 100K accounts in Salesforce, which is too many accounts to be maintained and kept up-to-date manually. Instead, companies will opt to enr

Feb. 18, 2026 Read more
The Design Guide for Existing Customer Books of Business
Guide

The Design Guide for Existing Customer Books of Business

“I left the company because my accounts sucked. When I asked my management and ops teams to fix it, nobody could explain the process to me.”

Feb. 2, 2026 Read more

Podcasts

29 items

Showing 6 of 29

Tiki Bar with Zach McFarland | Warehousing, Leadership, and Building in Logistics
Leadership

Tiki Bar with Zach McFarland | Warehousing, Leadership, and Building in Logistics

5 Key Takeaways

June 1, 2026 Read more
Tiki Bar with Veronica Kilgore | RevOps, Career Change, and Learning to Move Fast

Tiki Bar with Veronica Kilgore | RevOps, Career Change, and Learning to Move Fast

5 Key Takeaways

May 5, 2026 Read more
Tiki Bar with Tyler Will | Revenue Operations, Building, and Leadership at Scale

Tiki Bar with Tyler Will | Revenue Operations, Building, and Leadership at Scale

5 Key Takeaways

April 1, 2026 Read more
Tiki Bar with Skip Vish | Sales Leadership, Service, and Career Lessons

Tiki Bar with Skip Vish | Sales Leadership, Service, and Career Lessons

5 Key Takeaways

March 10, 2026 Read more
Tiki Bar with Sheena White | From fearless intern to founder: building careers through stretch and strategy
Leadership GTM

Tiki Bar with Sheena White | From fearless intern to founder: building careers through stretch and strategy

On this Tiki Bar, Kevin Davis sat down with Sheena White—founder and principal advisor at Beacon Velocity Group—to trace a career defined by stretch moves, clear-eyed self-assessment, and a deep bias for action. From selling jewelry at JCPenney at 16 to presenting to managing dir

Feb. 13, 2026 Read more
Tiki Bar with Sergio Gonzalez Gaspar | Compensation, Sales Incentives, and Building Remuner

Tiki Bar with Sergio Gonzalez Gaspar | Compensation, Sales Incentives, and Building Remuner

5 Key Takeaways

Jan. 16, 2026 Read more

Product Demos

24 items

Showing 6 of 24

Track Territory Collaboration and Audit Trails

Track Territory Collaboration and Audit Trails

How do you track collaboration and audit trails during territory design?

May 17, 2026 Read more
Temporary Coverage in To-Be-Hired Territories

Temporary Coverage in To-Be-Hired Territories

How do you handle temporary coverage in to-be-hired territories?

April 17, 2026 Read more
Split ARR for a New Rep

Split ARR for a New Rep

How do you split ARR when adding a new rep?

March 20, 2026 Read more
Salesforce Sync When a Rep Leaves

Salesforce Sync When a Rep Leaves

How should Salesforce sync behave when a rep leaves?

Feb. 20, 2026 Read more
Replace a Departed Rep with a Manager

Replace a Departed Rep with a Manager

How do you replace a departed rep with a manager in the territory model?

Feb. 1, 2026 Read more
Reconcile BoogieBoard and Salesforce Territories

Reconcile BoogieBoard and Salesforce Territories

How do you keep BoogieBoard and Salesforce aligned before changing territories?

Dec. 29, 2025 Read more