🍹

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

How to Align Territory Planning With Capacity Planning
Guide Template

How to Align Territory Planning With Capacity Planning

Territory Planning breaks when nobody knows how much selling capacity the business will actually have.

April 21, 2026 Read more
How to Align Territory Planning With Quota Planning
Guide Template

How to Align Territory Planning With Quota Planning

A rep’s quota should make sense when you look at their Territory.

April 21, 2026 Read more
How to Define Account Locking Criteria Before Territory Planning Starts
Guide

How to Define Account Locking Criteria Before Territory Planning Starts

Territory Planning gets easier when you decide early which accounts are not moving.

April 21, 2026 Read more
How to Define What a Fair Territory Actually Looks Like
Guide Template

How to Define What a Fair Territory Actually Looks Like

Most companies do not have a Territory fairness problem.

April 21, 2026 Read more
How to Design Books of Business for Customer Success and Account Management Teams
Guide Template

How to Design Books of Business for Customer Success and Account Management Teams

Designing books of business for Customer Success and Account Management teams should be more precise than designing new-business territories.

April 21, 2026 Read more
How to Launch Territories at Sales Kickoff Without Mutiny
Guide

How to Launch Territories at Sales Kickoff Without Mutiny

Sales Kickoff is where you launch the new focus.

April 21, 2026 Read more

Podcasts

29 items

Showing 6 of 29

Tiki Bar with Eli Kaufman | From Fenway kid gigs to RevOps architecture
GTM Leadership

Tiki Bar with Eli Kaufman | From Fenway kid gigs to RevOps architecture

This week at the Tiki Bar, Kevin sat down with Eli Kaufman, who leads revenue operations at Sweep. Eli’s path isn’t your usual SDR-to-ops arc. It runs from Walkman-and-bike paper routes to writing Fenway Park PA scripts, closing six-figure season ticket deals, and then—after a ha

April 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

April 8, 2026 Read more
Tiki Bar with Joe Aurilia | Building RevOps discipline from construction sites to enterprise M&A
GTM

Tiki Bar with Joe Aurilia | Building RevOps discipline from construction sites to enterprise M&A

This Tiki Bar sits down with Joe Aurilia, SVP of Operations at Cyware, to trace an unconventional path: from carrying a tiny toolbox on high‑end home renovation sites at age five, to orchestrating AT&T/IBM enterprise migrations, to accidentally building a RevOps-first renewable e

April 2, 2026 Read more
Tiki Bar with Aparna Muralidharan | RevOps, Creativity, and Helping Teams Work Better

Tiki Bar with Aparna Muralidharan | RevOps, Creativity, and Helping Teams Work Better

5 Key Takeaways

March 30, 2026 Read more
Tiki Bar with Calvin Cupino | RevOps, Cold Calling, and Learning Sales the Hard Way

Tiki Bar with Calvin Cupino | RevOps, Cold Calling, and Learning Sales the Hard Way

5 Key Takeaways

March 30, 2026 Read more
Tiki Bar with Carl Wine | Deal Desk, Value Selling, and Communicating Price

Tiki Bar with Carl Wine | Deal Desk, Value Selling, and Communicating Price

5 Key Takeaways

March 30, 2026 Read more