Close the Gap Between Marketing and Revenue.
Most B2B companies have a marketing team and a sales team — but no system connecting them. We build the bridge: shared definitions, automated handoffs, content libraries, and joint accountability.
Investment
From $4,000
Timeline
4–6 weeks
Best For
2+ sales reps
The Problem
- 1Marketing says they're generating leads. Sales says the leads are garbage.
- 2There's no shared definition of what a qualified lead actually looks like.
- 3Sales reps spend hours looking for case studies, one-pagers, and competitive intel.
- 4Nobody knows what happens to a lead after it's handed off — the funnel has a black hole.
What You Get
MQL/SQL Workshop
Facilitated session to align marketing and sales on lead definitions, scoring criteria, and handoff rules.
CRM Pipeline Build
Lifecycle stages, deal stages, and automation rules built directly into your CRM.
Content Library
Organized, searchable library of sales collateral — case studies, one-pagers, battlecards, and proposal templates.
Joint Dashboard
Shared marketing-and-sales dashboard showing pipeline health, conversion rates, and revenue attribution.
AI Follow-Up Sequences
Automated follow-up sequences triggered by lead behavior — powered by AI for personalization at scale.
Team Training
Live training sessions for both marketing and sales teams on the new system, tools, and processes.
How We Build It
Align
Workshop with marketing and sales leadership to define shared goals and terms.
Build
Configure CRM pipeline, create content library, and build automation.
Connect
Link marketing attribution to sales outcomes with shared dashboards.
Train
Team training and documentation for ongoing success.
What We Measure
Project-based with optional ongoing support
You're the Right Fit If...
- You have both a marketing team and a sales team (2+ reps).
- Marketing and sales are misaligned on lead quality and handoff.
- You have a CRM but it's not configured for revenue operations.
- You want accountability across the full funnel — not just the top.
This Isn't For You If...
- ✕You don't have a sales team yet — you need demand gen first.
- ✕You're looking for a CRM implementation partner (we optimize, not implement from scratch).
- ✕Marketing and sales leadership aren't willing to collaborate on shared goals.