# Dylan Whaley

Dylan Whaley works on go-to-market and revenue operations for B2B companies, including CRM setup, sales processes, and reporting. Their posts also cover connecting paid-media performance data to better ad creative, and describe helping launch a go-to-market motion at Revic AI.

- Profile: https://b2binfluencer.marketing/creators/dylan-whaley/
- LinkedIn: https://www.linkedin.com/in/dylan-whaley
- LinkedIn followers: 1,739
- Topics: sales, paid-ads, revenue-operations, go-to-market, b2b-saas, crm-data-quality
- Based on 15 dated posts, latest 2026-09-30

## Summary

Dylan Whaley is most useful for practical CRM, sales process, reporting and paid-media creative alignment advice.

- Best for: Early-stage B2B SaaS teams needing CRM audits, sales reporting and a paid-media creative feedback loop.
- Not for: Sponsored content packages with reach or conversion guarantees and large named-audience targets.
- Check first: Check for past engagement examples and any conflict with their Revic AI role.

### Takeaways

- Clean CRM data has to come before automation, not after.
- The paid-media gap is understanding the customer problem behind the ad.
- A good RevOps hire is supposed to make the company uncomfortable.

## Main ideas

- **Clean CRM data has to come before automation, not after**: Whaley's recurring argument is that AI and automation amplify the state of the underlying data. Messy records do not stay contained; automated actions run on them confidently and at scale. The fix is upstream: fill in fields, record close reasons, and keep tracking in place through staff turnover. Whaley frames CRM hygiene as an investment in people, not a reporting preference. An hour spent manually hunting for an answer inside a CRM becomes a founder-level diagnostic, not an ops chore.
- **The paid-media gap is understanding the customer problem behind the ad**: Whaley argues that most underperforming paid-media teams do not have a visual creative problem. They lack someone who understands why the customer buys at that moment and can turn that insight into a hypothesis. Running campaigns and owning creative direction are two different jobs. Bid strategy, budget pacing, audience segmentation, and channel performance sit on one side; translating performance data into a creative hypothesis, briefing it, and judging the output sit on the other. Whaley wants a named owner for that handoff, not someone who takes it on when time allows.
- **Speed without compounding is just more volume**: Whaley pushes back on the standard paid-media narrative that faster turnaround, more variants, and more tests are inherently progress. Teams run campaigns with months of data behind them and still start from a blank brief. What they call "test and learn" is often just testing, because nothing from the last round carries into the next. AI-assisted production can increase output without making the team better informed. The meaningful question is whether performance data becomes strategy that feeds the creative team.
- **A good RevOps hire is supposed to make the company uncomfortable**: Whaley sees challenge as a revenue operations leader's core value, not a side effect of onboarding. A good leader interrogates existing practice: why a process exists, why a particular tool is used, why there are so many steps, what fields are for, and why a given priority matters. Whaley acknowledges this can feel vulnerable and invite defensiveness, but frames it as a way to validate good ideas and stress-test the foundation of the go-to-market motion. For a company hiring or evaluating this work, discomfort in the first weeks can be a sign of the right hire, not a warning.
- **Priorities: early-stage systems work and an AI sales go-to-market role**: Whaley's stated priorities are hands-on, not advisory-only. They want to work with early-stage founders ready to formalize their sales process on a strong systems foundation, and describe themselves as a strategist who can also execute, specializing in HubSpot and Salesforce. The recurring goal is to move teams from spreadsheets and Slack messages used for pipeline tracking to a customized CRM with clean sales reporting. Their go-to-market launch role at Revic AI points in the same direction: account targeting and pipeline process, not creative production alone.

## Work to read

- [What an hour inside a CRM exposes](https://www.linkedin.com/posts/dylan-whaley_you-can-learn-a-lot-about-a-company-by-spending-activity-7470835682580611072-IxJR)
- [What a new RevOps leader is supposed to disrupt](https://www.linkedin.com/posts/dylan-whaley_bringing-in-a-new-revops-leader-should-make-activity-7481367676104364033-GSdp)
- [The creative gap in paid media](https://www.linkedin.com/posts/dylan-whaley_most-paid-media-teams-dont-have-a-creative-activity-7440113768291811328-zpeV)
- [Why speed without compounding fails in paid media](https://www.linkedin.com/posts/dylan-whaley_i-was-about-to-write-a-post-on-how-i-use-activity-7441875248716689410-UzTm)
- [The data problem behind automated revenue tools](https://www.linkedin.com/posts/dylan-whaley_hubspot-launched-revenue-hub-today-slash-activity-7472768443889565696--p-u)
- [Paid media managers being asked to do two jobs](https://www.linkedin.com/posts/dylan-whaley_ive-been-reading-a-lot-of-paid-media-job-activity-7442289285187309568-Gssm)
- [Availability for a hands-on RevOps client](https://www.linkedin.com/posts/dylan-whaley_have-some-availability-to-take-on-a-new-rev-activity-7470179006504538112-ooqZ)
- [Launching a go-to-market motion at Revic AI](https://www.linkedin.com/posts/dylan-whaley_pumped-to-share-ive-joined-hussain-al-shorafa-activity-7281778896616751104-dSBI)

## Brand relationships

- **Revic AI** (employment)
- **HubSpot** (mention)
- **Salesforce** (mention)

## Partnerships

The posts describe client-service offers rather than sponsored-content packages. Dylan Whaley has posted availability for a new RevOps client engagement and creative-partner work with paid-media teams, and has described joining Revic AI to help launch its go-to-market motion. No sponsorship policy, rate card, audience specification or inquiry route is published; buyers should ask directly about sponsorship options.

## Alternatives

- Bryttney Blanken: Consider Blanken when the harder part is getting paid media and the CRM to act on the same buying signals, not cleaning the database. A survey post on B2B ad targeting reports that paid media ranks among the top three pipeline-driving channels (42.5%), while confidence in ad targeting scores 5.7/10 and alignment between paid and outbound scores 5.0/10. The recommended fix is to combine platform filters such as job title, company size, and industry with contact-level behaviour like pricing-page visits, then run a small sequence: pick one high-leverage trigger (a job change or a revived closed-lost opportunity), build a simple CRM list, sync it to ads, set one owner alert, and QA a sample weekly, keeping the trigger if it moves deals. If the company already has a workable CRM and the real problem is that ads target one group while sales emails another, this is a closer match than a rebuild-first engagement.
- Etienne Turner: Consider Turner when the live decision is HubSpot-specific: whether to adopt Revenue Hub for quoting, CPQ, contracts, billing, invoicing, and payments, or whether the AI credits in the HubSpot subscription are worth spending. One post frames AI as an investment rather than a cost to minimise, pricing named actions against the human time they replace: a customer agent at 50 credits (about $0.50) per resolved conversation, a data agent at 10 credits per record response, a prospecting agent at 100 credits (about $1) per recommended outreach, and 10 credits per AI workflow action. It also notes that many everyday generative AI features do not consume credits at all. A second post gives a rollout order that matches the need to fix data before automation: structure deal, product, pricing, and customer information first; prove one product line or quoting process end to end; design around the contracts object because it connects quote, billing, payment, and renewal; then land and expand.
- Anthony Hodges: Consider Hodges when the buyer wants an approval layer above the work rather than a six-week cleanup. NoShoot is described as an AI system that knows the brand, creative direction, customers, campaigns, pipeline, approvals, data, and history; researches and builds; routes work; watches for opportunities; and alerts only when something needs attention. The ecosystem underneath supplies strategy, creative direction, infrastructure, and support. The post claims roughly 80% of manual management removed in NoShoot’s own operation. A second post supports that creative argument with numbers from an internal organic property: 4,000 views, 216 likes, 12 posts, a like-to-view rate around 5.4%, and no paid distribution. It argues that twelve posts producing a repeatable response is the meaningful signal, and that paid media should amplify something already earning attention. If the company’s priority is a compounding content and creative system rather than a diagnostic on its data, this overlaps most directly with the need for a creative loop.

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AI-assisted summary of public posts. Audience demographics are not available. Engagement appears only where we checked recent posts. Method: https://b2binfluencer.marketing/methodology/