Sales and Marketing Alignment Assessment Are your revenue teams in zen 🙏 or on different planets? 👽 Take this short assessment and find out. Sales and Marketing Alignment Assessment Step 1 of 16 6% Name First Last Email Which of the following terms do your sales and marketing teams have agreement and documented definitions for?* Marketing Qualified Lead Sales Qualified Lead Lead Statuses Opportunity Deal Stages Traffic Sources None of this. We have no clear definitions. Are your buyer personas documented and defined?* Yes No Did both sales & marketing have influence in their creation?* Yes No Has it been more than a year since you looked at them?* Yes No Do both sales and marketing teams have SMART Goals ( Specific, Measurable, Achievable, Realistic, and Timely) or some other goal mechanism like OKRs (Objectives and key results.)* Yes No Are the goals well-known among the two teams, integrated to each other’s goals, and agreed upon?* Yes No Are the goals measured and tracked?* Yes No Is sales aware of the products/services that marketing is promoting and vice versa?* Yes No Are both teams in agreement on the best direction for current campaigns?* Yes No Does marketing have a content audit document or something like it for sales to utilize in real time?* Yes No Do you have a clearly defined lead handoff procedure?* Yes No Do you have reporting set up to enforce it?* Yes No How often do you review it for errors?* Monthly Quarterly Annually Never Does sales have a way to communicate why leads were rejected? (Poor timing, bad contact information, no budget, etc.)* Yes No Does sales have a way to provide broad feedback regularly, in a standing meeting or through a shared communication channel?* Yes No
