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.
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:
- Identify any misunderstandings
- Find gaps and work on remedies
- Set up a new lead channel
- Adjust to match a shift in teams or responsibilities.
If you've never used Miro virtual whiteboards before, watch this 2-minute video (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.
