Align Sales and Marketing Lead Management Expectations

One of the liveliest discussions among B2B sales and marketing teams is how leads are going to be efficiently and effectively managed. This Excel-based worksheet provides an easy to understand method to frame this sales and marketing alignment conversation.

• Edit the worksheet to reflect your own "demand waterfall" stages
• Enter your corresponding criteria for each stage
• Replace the provided examples with your own criteria and service level agreements (SLAs) between sales and marketing

Complete the form above, and we will email the download link to the Excel worksheet.