Sales & Marketing Alignment Checklist
A practical checklist for diagnosing and closing the gaps between your sales and marketing teams — covering shared definitions, handoff processes, reporting, and accountability.
What This Checklist Covers
Misaligned sales and marketing teams cost B2B companies an estimated 10% of revenue annually. This checklist helps you identify exactly where the friction is — and gives you a clear action plan for closing the gaps.
Shared Definitions
Confirm that sales and marketing agree on ICP, lead stages, MQL/SQL criteria, and pipeline definitions.
Handoff Processes
Evaluate the lead handoff process — timing, criteria, follow-up SLAs, and feedback loops.
Shared Reporting
Assess whether both teams are measuring the same metrics and reviewing pipeline data together.
Accountability & Cadence
Review meeting cadence, shared goals, and accountability structures between the two teams.
Download the Alignment Checklist
Use this checklist in your next sales-marketing meeting — or schedule a conversation to build a formal alignment program.
