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
- Days 1–30: review the funnel data and interview both teams
- Days 31–60: agree definitions and the handoff, then pilot it
- 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.