Free Guide · Marketing and Sales Alignment

The Handoff

How to Write the SLAs Between Marketing and Sales

Define your lifecycle stages and manage pipeline with confidence and predictability.

The Handoff cover

Who it's for

B2B leadership teams with a high-consideration sale: long buying cycles, several decision makers and real dollars on the line.

What's inside

  1. 01Why most marketing and sales friction is a definitions problem
  2. 02Win before they search: start three years out
  3. 03Agree on the words: Suspect, Prospect, Customer
  4. 04Lifecycle stages for HubSpot, Salesforce or any other CRM
  5. 05Pipeline stages for forecasting and reporting

What you walk away with

  • —One shared definition of a lead
  • —Service level agreements both teams sign off on
  • —A forecast leadership can trust