Sales and Marketing Alignment Brief

M

Marcus Lee

@marcus-lee

·

Build sales and marketing alignment with clear processes and shared accountability.

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Create a brief for sales and marketing alignment.

Current friction points: {{friction}}
Shared goals: {{shared_goals}}
Key campaigns: {{campaigns}}

Build alignment brief:

1. Shared Objectives
   - Common revenue goals
   - Pipeline targets
   - Customer experience goals

2. Lead Process Agreement
   - MQL definition
   - SQL definition
   - Handoff process
   - SLA commitments

3. Feedback Loops
   - Sales input to marketing
   - Marketing insights to sales
   - Regular sync cadence

4. Content Collaboration
   - What sales needs
   - What marketing can provide
   - Request process

5. Campaign Coordination
   - Campaign awareness
   - Sales readiness activities
   - Follow-up expectations

6. Measurement and Accountability
   - Shared metrics
   - Reporting structure
   - Issue resolution process

Details

Category

Business

Use Cases

sales marketing alignmentteam collaborationprocess improvement

Works Best With

gpt-4oclaude-sonnet-4
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