Learn the ops strategies and systems setup to keep your teams aligned, your data clean, and make your customer experience seamless.
Part V: Stay Synced: The Technical Playbook for Lifecycle Alignment
You’ve mapped the funnel. You’ve aligned your teams. But now comes the critical part—actually making it work in your systems. If the tech behind your lifecycle is brittle, disconnected, or just plain chaotic, your “alignment” won’t last long. And according to the Trilliad Sustainable Growth Study, 1 in 3 growth leaders admit that their alignment stops at the planning phase.
Every missed field, outdated workflow, and broken sync creates friction—not just for your teams, but for your customers. And when your backend systems are out of step, it shows up in all the worst ways: missed follow-ups, clunky handoffs, and messy reporting.
This episode is your behind-the-scenes guide to operationalizing lifecycle alignment, with practical strategies for making it stick—across tools, teams, and time.
In this session, you’ll learn:
What a truly “synced” lifecycle looks like across marketing, sales, and CS—from both a strategy and systems lens.
The approach to building a scalable alignment framework in your technology
Examples of ways to lean into the tech with automations and AI to streamline processes
Key feedback loops that improve and sustain cross-team collaboration
Discover the expert approach to move past the alignment planning phase and into execution within your technology to sustain cross-team coordination that feels seamless to the buyer.
Meet the speakers
Leah Rockwell
Engagement Strategist
Christina Anderson
Marketing Strategist
Christina Anderson
Marketing Strategist
First and Last Name
Position
First and Last Name
Position
First and Last Name
Position
First and Last Name
Position
First and Last Name
Position
First and Last Name
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Explore the Series
Part IV: One Funnel, One Set of Metrics
Part VI: Tech That Grows With You (Not Against You)
Part VII: Seamless Customer Experiences IRL
Part I: Walk Your Funnel Like a Customer
Part II: Stop Dropping the Baton: Fix Your Handoffs
Part III: A Better CRM for Sellers = A Better Experience for Buyers
Access Your Tool Kit
System of Alignment
Checklist
Use this checklist to assess how your alignment strategy is built into your tech, from lifecycle stages to feedback loops, and uncover gaps and opportunities to optimize your execution and drive growth.
Trilliad 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.
Vision
Mapping
Collaborate with us to map a clear vision of your goals that aligns your strategy, technology, analytics, and people into a phased approach of how to get there. Vision Mapping provides a clear direction, for maximum impact.
The System of Alignment Checklist
Apply this checklist as blueprint to your CRM & marketing automation systems to create a system of alignment that streamlines hand-offs and cross-functional collaboration.
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.
Resources
12 Statistics Every GTM Leader Should Pay Attention to for Sustainable Growth
A game-changing result from mapping your customer lifecycle is having marketing, sales, and customer success aligned on what the experience should look like across the entire journey. This fosters stronger cross-team collaboration and seamless handoffs—a critical piece that 350+ go-to-market leaders identified as a key growth driver in the modern era. Get the top stats from their insights to help shape how you create your strategy for sustainable growth now and in the future.
Demo: Creating the Ultimate Fan Experience
Experience what's possible when you walk your funnel like a customer and use the power of AI and real-time data to help you deliver a seamless experience that takes a fan from finding the best parking, to getting a coupon for concessions near their seat, and their next ticket purchase to create a fan for life.