--- title: "Resource: Lead Process Mapping Template" description: Use this virtual whiteboard Lead Process Mapping template for a collaborative activity to help Marketing and Sales teams get on the same page, spot gaps, agree SLAs. image: https://pcassin.com/hubfs/Screenshot%202024-02-25%20at%202-48-31%20PM.png --- [Skip to content](https://pcassin.com/blog/lead-process-mapping-template#main-content) [![paula cassin personal brand](https://pcassin.com/hs-fs/hubfs/paula%20cassin%20transparent%20logo-1.png?width=448&height=206&name=paula%20cassin%20transparent%20logo-1.png "paula cassin personal brand")](https://pcassin.com/) - [Resources](https://pcassin.com/b2b-marketing-resources-to-download-and-use-immediately) - [Great Marketing Finds](https://pcassin.com/blog/tag/great-finds) - [Blog](https://pcassin.com/blog) - [K12](https://pcassin.com/blog/tag/k12), - [Resources](https://pcassin.com/blog/tag/resources) # Resource: Lead Process Mapping Template ![](https://pcassin.com/hubfs/Screenshot%202024-02-25%20at%202-48-31%20PM.png) Use this virtual whiteboard [Lead Process Mapping template](https://miro.com/app/board/o9J_lPyhQrU=/?share_link_id=207053154268) for a collaborative activity to help Marketing and Sales teams get on the same page, spot gaps, agree SLAs. Do you need to create a common understanding or fix some problems with your current lead-handling process? Get the tactical team together to jointly map out and discuss the flow.  This can help you work through any challenges without blame or defensiveness. Useful if you want to:  1. Identify any misunderstandings 2. Find gaps and work on remedies 3. Set up a new lead channel 4. Adjust to match a shift in teams or responsibilities.  If you've never used Miro virtual whiteboards before, [watch this 2-minute video](https://www.youtube.com/watch?v=kRdtn8G4tII&ab_channel=AJ%26Smart) (or pay attention to Miro's first-time user walkthrough when it shows up). For more about how to run a workshop with Sales and Marketing teams to work on handovers, [click here](https://pcassin.com/blog/maximizing-sales-and-marketing-collaboration-for-effective-lead-handover). Blog ## Related Articles [![](https://pcassin.com/hubfs/Screenshot%202024-02-25%20at%202-48-31%20PM.png)](https://pcassin.com/blog/maximizing-sales-and-marketing-collaboration-for-effective-lead-handover) [B2B](https://pcassin.com/blog/tag/b2b), [Marketing](https://pcassin.com/blog/tag/marketing), [K12](https://pcassin.com/blog/tag/k12), [Resources](https://pcassin.com/blog/tag/resources) ### [Maximizing Sales and Marketing Collaboration for Effective Lead Handover](https://pcassin.com/blog/maximizing-sales-and-marketing-collaboration-for-effective-lead-handover) March 4, 2024 Set up lead handover mapping workshops to get effective collaboration between sales and marketing. Do you have problems... [Read more](https://pcassin.com/blog/maximizing-sales-and-marketing-collaboration-for-effective-lead-handover) [![](https://pcassin.com/hubfs/Imported_Blog_Media/slide1.jpg)](https://pcassin.com/blog/2016/02/11/cognitive-computing-age-think-beyond-school-part-1) [Education/future skills](https://pcassin.com/blog/tag/education-future-skills) ### [Think beyond school for your kids - Part 1](https://pcassin.com/blog/2016/02/11/cognitive-computing-age-think-beyond-school-part-1) January 17, 2024 This post was originally published on February 11, 2016. Thanks to Bruce Dixon of Pecha Kucha Santa Barbara for... [Read more](https://pcassin.com/blog/2016/02/11/cognitive-computing-age-think-beyond-school-part-1) [![](https://pcassin.com/hubfs/crowd%20at%20concert%20crop-1.png)](https://pcassin.com/blog/resource-finding-those-customer-speakers/storytellers) [B2B](https://pcassin.com/blog/tag/b2b), [Marketing](https://pcassin.com/blog/tag/marketing), [K12](https://pcassin.com/blog/tag/k12), [Resources](https://pcassin.com/blog/tag/resources) ### [Resource: Build Your Customer Contact Pool](https://pcassin.com/blog/resource-finding-those-customer-speakers/storytellers) February 28, 2024 How can you source customer candidates for marketing case studies, articles, videos, bylines, speaking engagements... [Read more](https://pcassin.com/blog/resource-finding-those-customer-speakers/storytellers) [Check all articles](https://pcassin.com/blog) [![blank Rocket logo-1](https://pcassin.com/hs-fs/hubfs/blank%20Rocket%20logo-1.png?width=150&height=64&name=blank%20Rocket%20logo-1.png "blank Rocket logo-1")](https://pcassin.com/) Thanks for stopping by! 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