# Peter Van Schaack

Peter Van Schaack shares practical advice on operations and RevOps for B2B firms, including improving CRM setup, reducing unused software, fixing handoffs between marketing, sales, and delivery, and fitting AI to documented processes. His posts also identify him with fractional COO work.

- Profile: https://b2binfluencer.marketing/creators/peter-van-schaack/
- LinkedIn: https://www.linkedin.com/in/vanschaack
- YouTube: https://www.youtube.com/channel/UCqa2cALIslMZZPGDjTjzucw
- Topics: artificial-intelligence, revenue-operations
- Based on 11 dated posts, latest 2026-07-18

## Summary

Peter Van Schaack is most useful for practical RevOps and operations advice on CRM, software waste, handoffs, and AI process fit.

- Best for: B2B consulting or professional-services firms with roughly 20-200 employees and stalled RevOps handoffs seeking fractional COO help.
- Not for: Consumer or direct-to-consumer brands and software vendors seeking paid social content packages or sponsorship offers.
- Check first: Confirm whether they offer fractional COO work or any sponsorship, and request audience and engagement data.

### Takeaways

- RevOps work lives in handoffs between marketing, sales, and delivery, not just sales forecasting.
- CRM workarounds like spreadsheets, Slack channels, and manual handoffs are technical debt, not a slow team.
- AI can scale a poorly documented workflow rather than fix it; document the process first.

## Main ideas

- **Fix the system behind the workaround**: Van Schaack treats recurring manual work as evidence to investigate the system, not as proof that a team is simply slow. In his framing, patches can hide the underlying problem and keep costing time. The same diagnostic instinct appears in his advice to document a process before adding AI to it.
- **RevOps happens in the handoffs between teams**: Van Schaack argues that RevOps is not just sales managing its pipeline. It is the work of aligning what marketing, sales, and delivery pass to one another. His test is whether the work addresses those cross-team seams or merely adds steps to a sales process.
- **Treat operational waste as something you can inspect and act on**: Rather than leave inefficiency as a broad complaint, Van Schaack points to a bounded diagnostic action. His examples focus on finding the source of avoidable time or spending, then making a specific change.
- **Choose AI tools for the job, not by brand loyalty**: Van Schaack distinguishes choosing an AI assistant from choosing a process to automate. For model selection, he says the useful question is what the task requires, rather than which assistant is generally best. His field-guide post presents a decision aid rather than a single universal winner.

## Work to read

- [Most firms run RevOps as a sales function. That's the mistake.](https://www.linkedin.com/posts/vanschaack_revops-fractionalcoo-crm-activity-7469765264998502400-jenj)
- [Stop blaming your team for being slow. The CRM is the problem.](https://www.linkedin.com/posts/vanschaack_crm-zohoone-fractionalcoo-activity-7467953301075066880-bKWV)
- [Your AI isn't broken. Your process is.](https://www.linkedin.com/posts/vanschaack_b2bai-aistrategy-fractionalcoo-activity-7465407113364873216-Xtwo)
- [Your tool stack isn't a tool problem. It's an inventory problem.](https://www.linkedin.com/posts/vanschaack_operationsmanagement-saasmanagement-fractionalcoo-activity-7465080483643641856-yAwq)
- [Your form is the single biggest leak in your funnel.](https://www.linkedin.com/posts/vanschaack_ai-b2bai-aiagents-activity-7467590936110485505-Uf76)
- [The Simple and Definitive Guide to Choosing the Right LLM for the Job](https://www.linkedin.com/posts/vanschaack_the-simple-and-definitive-guide-to-choosing-activity-7518324384244072448-YkGk)

## Brand relationships

- **Zoho One** (mention)
- **Chili Piper** (mention)
- **RAND** (mention)

## Partnerships

No partnership or sponsorship offer is documented in the material reviewed for Peter Van Schaack. The reviewed posts do not describe sponsored placements, branded-content formats, rates, or an inquiry route, so nothing here should be read as an offer Peter Van Schaack makes or declines. They read as practitioner commentary on CRM configuration, SaaS licence waste, RevOps handoffs, and fitting AI to documented processes, not as commercial inventory. If Peter Van Schaack publishes a media kit, rate card, or sponsorship policy, that document would need to be collected and reviewed before any format could be described. Buyers planning paid work should treat the format list below as empty rather than assume a standard LinkedIn arrangement.

## Alternatives

- Yong S. Kim: Choose Yong S. Kim over Peter Van Schaack when the stall sits inside sales execution rather than in the seams between teams. The post "Sales Isn't a Funnel. It's a System." describes the pattern: more leads, tools, and headcount hitting a process where there is no consistent messaging, no qualification framework, and no coaching cadence, so reps freelance their way through deals that should have been disqualified in week one. That is the same buyer task — a B2B firm trying to work out why revenue is not moving — but the diagnosis points at the sales system under the funnel, not at marketing-to-delivery handoffs. Kim also publishes a free AI Readiness Assessment for sales teams and sales leadership, a roughly ten-minute diagnostic covering where AI could move the needle, where the data, process, and adoption gaps are, and what to prioritize first. Pick that route when the firm wants a low-commitment sales-team diagnostic, works in healthcare SaaS, or suspects the real failure is onboarding and deal coaching rather than CRM or tooling.
- Scott Lewis: Choose Scott Lewis when the symptom is growth that does not compound rather than one broken handoff. The "growth debt" post names the pattern a buyer would recognize — spiky results, burnt-out teams, attribution chaos, revenue that is hard to predict — and argues sustainable growth comes from systems that compound across brand, outreach, tech, and content. The customer-journey post makes the same case at the touchpoint level: marketing says one thing, sales promises another, product delivers something else, buyers feel the seams and leave. For a firm whose problem shows up as inconsistent promises across the buying journey, or that wants revenue-engine design treated as a growth-system project, this framing is closer to the brief than a pure CRM or handoff audit.
- Greg Walder: Choose Greg Walder when the handoff problem is specifically context loss and the firm wants to see what an AI-native version of the workflow looks like before deciding how much to automate. The first post describes, from a first-day meeting, a fully AI-native handoff process that pulls context across sales calls, emails, CRM data, enrichment systems, and internal notes, assembles a structured customer handoff, recommends which customer-success person should take the account, routes everything through approval, and generates branded kickoff material. The second describes a deal-qualification workflow where an account executive submits a deal from Slack, email, or the website, and the system scores it against a rubric, compares it with past deals, flags missing information, and explains the reasoning rather than just issuing a number. Both posts treat operational problems historically framed as people or process problems as context-orchestration problems. That is the most direct evidence in this comparison set that AI-assisted qualification and handoff can be built at all, and it is useful if the brief includes an automation phase rather than only process documentation.

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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/