A seven-part series that guides growth leaders through aligning their marketing, sales, and customer success teams to deliver the seamless experience today's buyers expect for meaningful growth.
Why your B2B journey needs to change
Today's buyers expect connected experiences that are personalized, easy, and meet them where they are. Yet, according to a Gartner study, 77% of buyers said their last purchase was very complex or difficult—ouch! If companies expect to truly drive growth in this modern age this has to change.
Your path to seamless customer experiences that drive growth
This series will give you strategic insight and take you through step-by-step how to approach aligning sales, marketing, and customer success across your customer lifecycle for seamless experiences that build those deeper connections and drive sustainable growth.
Get the guide for how to map your lifecycle through a customer-first lens
Understand the proven strategies for aligning your sales, marketing, and CX teams.
Discover the technical levers to apply for optimizing the sales process and maintaining alignment.
Be inspired by real-world examples of seamless experiences and stories from leaders innovating to reach their goals.
Preview the series
Walk Your Funnel Like a Customer
Available On-Demand
Learn how to map your customer lifecycle to uncover friction points, dropped balls, and disconnects impacting the customer experience.
Part I
Stop Dropping the Baton: Fix Your Handoffs
Release date: Oct. 16
Hear from sales, marketing, and customer success leaders on where handoffs break down—and how to tighten them up with better systems, clarity, and trust.
Part II
A Better CRM for Sellers = A Better Experience for Buyers
Release date: Oct. 21
Discover how to streamline your sales process and optimize the CRM as a revenue driver—instead of a roadblock—to create a smoother buying experience.
Part III
One Funnel, One Set of Metrics
Release date: Oct. 23
Cut through the chaos of conflicting dashboards and misaligned KPIs with the expert’s guide to getting a shared view of your customer data for actionable analytics.
Part IV
Stay Synced: The Technical Playbook for Lifecycle Alignment
Release date: Oct. 28
Explore the systems, automations, and feedback loops that keep sales, marketing, and success aligned long after the kickoff meeting ends.
Part V
Tech That Grows With You (Not Against You)
Release date: Oct. 30
Learn how to evaluate, clean up, and scale your tech stack to keep pace with your customers—and power more personalized, connected experiences.
Part VI
Seamless Customer Experiences IRL
Release date: Nov. 3
See how real companies brought it all together—aligning people, process, and tech to create frictionless customer journeys that actually convert.
Part VII
Meet the speakers
Leah Rockwell
Engagement Strategist
Angelica Cabral
Demand Gen Marketer
Siso Ntuli
Sr. Engagement Manager
Taylor Bacchus
Senior Director of Delivery
Sara Hernandez
Account Director
Sarah Kloth
VP Marketing
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Start accessing your tool kit
Each episode comes with a tool kit of additional resources, guides, templates, and checklists to start applying what you learn. Use them to bring back to your team and start having conversations about your next steps to align your people, processes, and tech across the customer journey.
Customer Lifecycle
Mapping Template
Use this to create the full view of your end-to-end customer journey from a customer-first approach. Identify the friction points and start creating your plan for delivering a seamless experience.
Building a Scalable GTM Engine
Get inspired by this story about how we helped one company map their customer lifecycle and set the vision and roadmap for creating a unified GTM engine, resulting in a plan for long-term success.
Blog: The Steps to Mapping Your Customer Lifecycle
Placeholder text….Answer the questions in this guide to identify where your sales process can be optimized through the tech to have your CRM be a revenue driver.
Blog: X Key Dashboard for
Actionable Funnel Insights
Explore this list of dashboards from the analytics experts to see where you can advance your data and insights to get a more complete view of the funnel and make data-informed decisions.
Blog: X Key Dashboard for
Actionable Funnel Insights
Explore this list of dashboards from the analytics experts to see where you can advance your data and insights to get a more complete view of the funnel and make data-informed decisions.
Self-guided
Growth Stack Audit
Use this guide to evaluate gaps and bloat in your tech stack to make your plan for what you need to maximize and what new solutions need to lean into to scale now and for the future.
Get the strategy to align your teams and deliver the experiences your buyers want
This series will give you strategic insight and take you through step-by-step how to approach aligning sales, marketing, and customer success across your customer lifecycle for seamless experiences that build those deeper connections and drive sustainable growth.