True business growth happens when sales and marketing unite. This template helps merge efforts. Use these tips to create a unified plan that eliminates silos and drives revenue.
Start by Establishing Shared Revenue Goals and Key KPIs
Use the goals slide to define the ultimate business objectives both teams are responsible for. A shared revenue target is the foundation of Smarketing.
Develop a Unified Ideal Customer Profile (ICP) and Personas
Collaborate to create a single, detailed view of your target customer. This ensures marketing attracts the right leads and sales knows how to engage them.
Map the Complete Customer Journey from Awareness to Close
Use the funnel or journey slides to visualize every touchpoint. Clearly define where the handoff from marketing to sales occurs for a seamless experience.
Align Your Content Creation with the Entire Sales Cycle
Plan content that supports every stage of the buyer's journey. This ensures marketing creates assets that the sales team can actually use to close deals.
Define a Clear Lead Handoff Process with a Service Level Agreement
Use a dedicated slide to create an SLA. Define what qualifies a lead (MQL vs. SQL) and the expected follow-up time to ensure no leads are wasted.
Present a Combined Budget for All Marketing and Sales Activities
Use the financial slides to showcase a unified budget. This demonstrates a holistic investment in growth and helps calculate the overall ROI of your efforts.