Sales & Marketing Alignment

Marketing and sales work best when they work together. We help align messaging, tools, and lead handoff processes so your team is set up for success and your customers get a smoother, more professional experience.

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CRM Work

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Sales Collateral

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Team Alignment

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Lead Flow Optimization

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Sales & Marketing.

Our Sales & Marketing Alignment

Sales Process Evaluation

Great marketing means nothing if leads stall in the pipeline. We review your sales process to identify gaps, missed opportunities, and ways to improve conversion from first contact to closed deal.

CRM Integration and Optimization

Your CRM should work for you. We streamline your setup, connect it to your marketing systems, and ensure data flows cleanly between platforms for accurate tracking and follow-up.

Performance Tracking and Reporting

Numbers tell the story. We create shared dashboards and reports that show how marketing drives sales and where both teams can improve together.

Sales Enablement Materials

Your sales team deserves tools that sell. We create branded decks, one-pagers, scripts, and proposal templates that align with your marketing message and close more deals.

Lead Handoff and Follow-Up Systems

When marketing and sales work together, nothing slips through the cracks. We design simple, automated systems to hand off leads quickly and keep follow-up consistent.

Team Collaboration and Training

Alignment takes communication. We lead workshops and build workflows that connect marketing insights with sales strategies, creating a team that moves with growth in mind.

Our Process

Check out our proven process. These steps help us learn your business from top to bottom so we can design a growth plan that works.

Step 1: Onboarding & Auditing

Good marketing starts with understanding the brand and the foundation. The first step will be meeting with you to discuss your history, goals, and plan.  With that information in mind, we will get access to all the assets we may need and then do a comprehensive marketing & business funnel audit. 

After we have an understanding of your goals and current marketing, we will deep dive into competitor and market research. We will work with the key people on your team and create a collaborative plan to reach your goals. 

Successful marketing requires everyone to reach for the same goal and communicate their efforts. In this step, we set a 30/60/90 day plan, decide on the performance indicators that matter most to you, and decide what is considered growth for you. 

With an understanding of your marketing, a plan to move forward, and solid goal posts marked, we will begin the forward motion. At this step, we will be collecting your logos and pictures, writing blogs and pages, and getting a solid collection of graphic and content assets for you. 

In most cases, you may need platforms or systems developed before you can take off running. We will make sure your analytics are tracking, all of your social and ad platforms are built, and you have review follow-up systems in place. This step is the last prep before launching. 

This is the good stuff! At this stage, we launch your marketing. In most cases, we reach the launch stage within thirty days. Once you are moving, we are constantly testing, evaluating results, and adjusting to make sure your marketing is the best that it can be.