How do you communicate with company leaders?

mbarba
HubSpot Employee
HubSpot Employee

Lesson 6_Communicating the Value of RevOps to Company Leaders.png

 

Many executives under-appreciate the work operations leaders perform.

 

How do you communicate the value of your work and get buy-in from company leaders on your proposals?

 

Share a story or technique in the comments below!

66 Replies 66
JEisen1994
Member

I have not been in situations where I commuincate the value of my work the same way the lessons have taught.  The closest experince I have been in was in my previous role at Unite Us.  I took part in a mentorship program to gain skills in leadership and my mentor reccomended I give a persuasive presentation.  I choose to give a presenation to my co-workers about time management.  I persuaded them of the importance of time management and mentioned time management stratagies in short and simple sentences.

ISingh48
Member

I communicate with leaders by keeping it simple, tying my work to revenue, cost savings, or customer experience, and using clear numbers or visuals to show impact instead of technical details.

NickFratto
Member

To communicate the value for my organization, I like to focus on "WIIFM" (What's In It For Me). Each stakeholder has different responsibilities, so if you can properly communicate what RevOps is going to do specifically for their function and the things they care about, then it is a lot easier to communicate value. 

KNair4
Member

To communicate the value of my work I will explain the people in their preferd language for them to understand as in tailor made for each one. I will make an A3 template, prepare for it with pesuading skills to convince 

them to have faith in the idea I am presenting

Emem
Participant

I speak in the language they understand. For some it's the numbers - revenue, cost. For others, it's the feel-good metrics... so it's important to tailor comms to their interests and personalities.

dyg
Participant

In order to communicate to leadership, it's helpful to identify advocates for you that sit close to leadership. For example, this could be the senior leader of your department that reports to the Csuite of your department that can talk to the CEO. As you communicate up the chain, you will refine your presentation naturally as you will face critique on the way up. Once you have your final product and by in from your leadership, you may be able to then present to upper management. Always lead your communications with numbers and tell a story with those numbers. Always have a resolution.

HLee8
Member

Every company is different. The way my leaders liked to hear information was to have a one-sentence background, details of what we did, and then next steps on the left side of the slide, with supporting data (charts) or pictures (e.g. ad creatives) on the right side. The hardest part of this is the Next Steps - how can you make these less tactical (e.g. test XYZ feature) and more strategic (unlock conversion rate from A to B by testing XYZ feature). Similarly, lead with the impact of what you did (increase revenue by $X annualized) before going into the steps of what was done. Mostly, by the time something comes to an executive meeting, there's already an initial win in place to show that this idea has potential, plus a clear plan of Next Steps to show that there's room to grow and scale this initiative further.

Jaycee_Lewis
Thought Leader

Hey, @HLee8 🙌 Welcome to our community! Thanks for being vulnerable and sharing your experience. I agree, learning to communicate with leadership is a skill we can all develop, and one I am still improving to this day. — Jaycee 





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0 Upvotes
Abdulk
Member

I report to the CEO of our group of companies. My way is to keep the proposal simple, to the point, and very short. Like 2 sentences short. This way I quickly get a sense if they are interested in hearing the entire plan. Sometimes, I would send a Loom video, as they can fast forward to any point they like. Plus, I get insights if they watched the video or not. 

MP49
Member

I’ve learned to keep it simple:

  • Lead with numbers. Show $ lost from bad process, $ gained from fixes.

  • Tie ops to velocity. Example: SLA alerts cut 3 days off cycle time.

  • Frame as ROI. 20 hrs of RevOps → $90k recovered per quarter.

The key is shifting the conversation from “operations detail” to “business impact.” Leaders hear money, time, growth.

vijayKumar114
Member

"I focus on being clear, concise, and respectful when communicating with company leaders. Before reaching out, I make sure I understand the context and objective. I tailor my message to their priorities — whether it's strategic outcomes, project risks, or key updates — and I support it with data or proposed solutions. I also try to keep it structured, whether it’s via email, presentations, or in meetings, and I always leave room for questions or input. I believe in keeping communication transparent and value their perspective, while making sure I'm confident and prepared."

jessieong
Member

I would use no more than five slides with clear visuals and concise bullet points, structured as Hook – Story – Gift. This approach keeps executives engaged, clearly communicates impact, and highlights value in a simple, memorable way.

Storytelling framework:

Hook – Grab the audience’s attention with a strong opening, problem statement, or surprising fact.

Story – Explain the context or journey: what happened, what you did, and key insights.

Gift – Share the takeaway or value for the audience: the key lesson, benefit, or what they gain.

0 Upvotes
rgill4
Member

I keep it simple and outcome-focused. Instead of listing tasks, I highlight how my work directly impacts revenue, efficiency, or customer satisfaction. For example, when proposing a new process, I connect it to cost savings or faster delivery times. I’ve learned that leaders respond best to clear business value, not just effort.

0 Upvotes
AlePerotti
Member

Translating the ideas into numbers is usually a good practice. If you can show how to impact top line by increasing revenue, or bottom line by cutting costs, or how other important strategic metrics are affected, you have a better chance to convey your ideas. You also have to be crystal clear and direct in your communication. Using a STAR approach (situation, task, action and result) is probably a good practice that can be used to structure your messages. Tables and charts can be a helpful tool as well, but you need to be careful not to overwhelm audience with too many numbers that may be hard to read - easy visualization is always a good way to reach all stakeholders. Finally, try to reach alignment as soon as possible in the process, preferably before final presentation. That way you can get some sponsor to your cause beforehand...

0 Upvotes
hgonzalezc
Participant

Using assertive communication,  ideas must be crystal clear and, most importantly,  how my ideas enhance organizational performance. By the way, not to bring trouble, but to get solutions. 

0 Upvotes
VMald
Member

I communicate with company leaders by being clear, concise, and solution-focused—aligning insights with business goals, using data to support recommendations, and adapting my message to their priorities and time constraints.

0 Upvotes
DPachan
Member

I usually come up with the tenative solution and then talk about the problems

0 Upvotes
JArredondo
Member

By taking ownership of a problem. I usually take the initiative when I see a persistent issue that we are dealing with. After analyzing it thoroughly or as best as possible with the information I have at my disposal I begin to create 2 - 3 solutions. Once these are put together in a coherent way I present them to my executive team. Part of the solution is also presenting what would happen or continue to happen if we don't implement any solution which allows the team to see the value of the solution and the work I contribute towards. I usually aim for a minimum of 1% savings that for projects starting at around $20 Million is about $200k, which justifies my fees.

0 Upvotes
KBonebrake
Member

Now I with utilize an a3 method but prior to this lesson I had been doing what I do before any stakeholder meeting. Make sure I have a shared meeting agenda set so that we're on the same page, keeping topics high-level but having materials ready to go granular if explanation is needed, and making note of differences or important details with priority alignment or differences between us while focusing on keeping things specifically in relation to the Triple Constraints of PM

0 Upvotes
LWu47
Member

using a3 of grabbing attention, highlighting the issue, presenting a solution, and visualizing the impact

0 Upvotes