True business growth happens when sales and marketing operate as one team. This template is more than just a presentation; it's a framework for collaboration. It’s designed to facilitate the critical conversations needed to build a cohesive strategy. Use these tips to guide your teams through the planning process, ensuring every part of your plan is integrated and aimed at a common goal: winning your market.
Start with a Joint SWOT Analysis for a Shared Foundation
Kick off your planning by using the SWOT slide to get input from both sales and marketing. This creates a shared understanding of the market landscape.
Build a Detailed Buyer Persona with Sales & Marketing Input
Use the persona slide to create a customer profile together. Sales insights on objections and marketing data on behavior create a powerful combo.
Clearly Define and Agree Upon the MQL to SQL Handoff
Use a dedicated slide to outline the specific criteria for lead handoff. This crucial step prevents lead leakage and improves conversion rates.
Align Your Content Calendar with the Sales Cycle and Goals
Map your marketing content directly to the stages of the sales process. This ensures salespeople have the right assets at the right time to close deals.
Create a Joint Reporting Dashboard with Shared Metrics
Use the KPI slides to establish shared metrics. Track funnel velocity and customer acquisition cost to measure the success of your unified strategy.
Develop a Unified Budget That Reflects Shared Priorities
Present a cohesive budget that allocates resources to activities that support the entire revenue funnel, not just individual department goals.
