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Free Template

Attract Better Leads and Close More Customers

Improve lead management to fuel sustainable revenue growth.

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What You'll Learn

  • The importance of sales and marketing alignment, often referred to as smarketing. 
  • The vital role that a sales-marketing service level agreement (SLA) plays in your business. 
  • How to finalize lead management practices and streamline your lead handoff process. 
  • The six simple steps you need to take to establish shared goals and key performance indicators (KPIs).
  • How to develop an impactful sales-marketing SLA that encourages accountability.

More About This Template

Alignment throughout your organization is essential, especially when you’re striving for growth. If your marketing and sales teams are disconnected, your lead management process suffers – your leads are low quality, your close rates drop, and your revenue flatlines. 

This template explains what sales and marketing alignment looks like, defines the role of a sales-marketing service level agreement (SLA), and walks you through each step of the process of aligning both teams on what their individual and shared goals are and how to report their performance. Once you complete the template, you have a signed document solidifying your lead management process, setting both teams up for success.

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