03 / QUALIFY LEADS

Sales and marketing alignment leadership

One lead definition and one handoff for both teams

Time to impact
First 90 days
Business outcome
Build a shared pipeline motion that keeps qualified opportunities from falling between sales and marketing.

What I bring

I bring the experience of working on both sides of the handoff — and the persistence to get sales and marketing working from one definition of a qualified lead, one handoff, and one set of pipeline metrics, so good leads stop getting lost.

Where I fit

The organizations where this experience pays off fastest usually recognize these signs:

  • Sales rejects or ignores leads that marketing considers qualified
  • Marketing is measured on volume while sales judges quality
  • No one shares a view of conversion and speed by funnel stage

What I own in the seat

  • Auditing lead-to-close conversion by funnel stage
  • Facilitating sales and marketing leaders to one shared definition
  • Designing and piloting the handoff with a group of reps
  • Running the shared pipeline review going forward

What the organization keeps

  • Shared lead qualification criteria and funnel stage definitions
  • A handoff process with routing, follow-up timing, and a rejected-lead feedback loop
  • A marketing-to-sales service agreement
  • One shared pipeline dashboard both teams trust

First 90 days

  1. Days 1–30: review the funnel data and interview both teams
  2. Days 31–60: agree definitions and the handoff, then pilot it
  3. Days 61–90: roll out across teams and track conversion weekly

Business outcome

Build a shared pipeline motion that keeps qualified opportunities from falling between sales and marketing.

Next steps

Book a conversation to talk through the role, your #1 goal, and where this experience plugs in as a full-time hire.