- Leading indicators report - Target account engagement, updates, and insights collected - Next actions per account - What accounts should be removed from the program - What accounts should be added to the program
3. Quarterly sales & marketing planning.
Agenda:
- Sales pipeline velocity review - Revenue report - Retrospective of all joint campaigns - Next quarter planning: goals and metrics
Depending on the maturity of your organization, host this meeting at least twice a year.
Agenda:
- Goals, challenges, and bottlenecks company currently faces - Key initiatives and priorities - Target markets and market segments - ICP including - Target verticals, - Buying committee structure - Account qualification and segmentation criteria - Firmographics - Buyer journey and actions to address it: from business and demand triggers to decision-making. - Positioning and value proposition -- There are multiple reasons why marketing and sales donβt work together. But one of them is not having a regular cadence of sync & campaign review meetings with a clear agenda. Define core joint campaigns. Create a clear agenda. Make sure both teams come prepared. This always leads to innovation and practical solutions to drive revenue.