Get the strategic approach to fix the cracks between your teams so your customers never feel the drop.
Part II: Stop Dropping the Baton: Fix Your Handoffs
You’ve got great campaigns. Killer content. Solid leads. But if the handoff between marketing, sales, and customer success feels clunky? You’re eroding your buyer’s trust, causing a leaky funnel, and shrinking your customer lifetime value.
This episode is all about the proven approach to aligning your marketing, sales, and customer success teams across the customer lifecycle, so that your buyer has a seamless experience that creates real connections, builds deeper relationships, and drives retention.
Take a deep dive with our experts on the questions to ask to guide your critical alignment conversations and get the playbooks, such as a Service Level Agreement (SLA) Planner and a Post-Conversion Alignment Guide, to establish strong cross-team collaboration.
Because your handoffs aren’t just a process fix. They’re a growth multiplier.
In this session, you’ll learn:
Why broken handoffs between teams are the silent killer of retention, revenue, and trust.
The SLA and post-conversion alignment framework that helps sales, marketing, and customer success actually operate as one team.
Real-world examples of what good handoffs look like (and where most teams go wrong).
Questions to ask across departments to uncover where your alignment is breaking down.
Steps to create a unified customer journey that drives lifetime value—not just short-term wins.
This episode will help you stop the silent churn happening in the cracks between teams—and give you the tools to turn your handoffs into smooth connections. Because the best companies? They don’t pass the baton. They run as one.
Meet the speakers
Sara Hernandez
Sr. Director of Delivery
Angelica Cabral
Demand Gen Marketing Manager
Christina Anderson
Marketing Strategist
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Explore the Series
Part I: Walk Your Funnel Like a Customer
Part III: A Better CRM for Sellers = A Better Experience for Buyers
Part IV: One Funnel, One Set of Metrics
Part V: Stay Synced: The Technical Playbook for Lifecycle Alignment
Part VI: Tech That Grows With You (Not Against You)
Part VII: Seamless Customer Experiences IRL
Access Your Tool Kit
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.
Personalizing Experiences in Foodservice
Get inspired from this story about how the J.R. Simplot company partnered with Sercante to align their teams and create a unified customer journey, leading to an 80% increase in communication engagement.
Sales & Marketing Alignment Workshop
Work with our experts to be guided through aligning your marketing and sales teams, and establish a clear, scalable strategy for cross-team collaboration that delivers a seamless buying process.
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.