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 series 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
Available On-Demand
Learn how to map your customer lifecycle to uncover friction points, dropped balls, and disconnects impacting the customer experience.
Part I
Available On-Demand
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
Available On-Demand
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
Coming November 14
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
Coming November 21
Explore the systems, automations, and feedback loops that keep sales, marketing, and success aligned long after the kickoff meeting ends.
Part V
Coming December 5
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
Coming December 12
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
Manager, Demand Gen
Siso Ntuli
Sr. Engagement Manager
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Sr. Director of Delivery
Taylor Bacchus
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 template to create the full view of your end-to-end customer journey. Identify the friction points and start creating your plan for delivering a seamless experience.
Building a Scalable GTM Engine
Get inspired from this story about how we helped one company set the vision and roadmap for creating a unified GTM engine, resulting in a plan for long-term success that would align their teams on growth throughout the customer journey.
Trilliad 2025 Sustainable Growth Study
Get the playbook for planning your sustainable growth journey from this report that asked 350+ senior go-to-market professionals what’s really working to drive growth at their organization.
Service Level Agreement (SLA) Planner
Use this planner to guide your alignment conversations and organize your thoughts on shared definitions, metrics, and reports, and get clear handoff process ownership.
CRM Seller Experience Scorecard
This scorecard helps you to evaluate the seller experience in your CRM and discover the roadblocks holding your sales team back. It’s your starting point to take your CRM from an obstacle to a revenue driver.
Aligning Sales, Marketing, and Customer Success for Seamless Handoffs
Get the strategy to approach aligning your teams across the entire lifecycle from a customer-first mindset that creates seamless handoffs and builds real connections that drive growth.
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.