Sales-Marketing Alignment Course

Improve communication, understand your buyer and achieve higher conversion rates.

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Are you looking to improve the performance of your sales and marketing teams? In this half-day workshop, you will learn how to create effective buyer personas and develop a clear understanding of the sales funnel to generate high-quality leads and increase revenue. 

Sales and marketing teams don’t always seem to play for the same side. When sales and marketing align, there’s a major impact on company performance across the board. Sales cycles are shorter, the cost of acquisitions goes down, and you finally start seeing the revenue growth in your margins. Led by a HubSpot Certified Trainer and Sales Skills Bootcamp instructor, this course will cover defining right-fit lead criteria,  improving cross-team communications, and creating a streamlined marketing-sales handoff process. By aligning your sales and marketing teams, you'll see an increase in partnership and investment in the same shared goals - so everyone is playing on the same team!

  • Where sales and marketing misalign
  • Encouraging communication and ownership
  • Defining right-fit criteria jointly
  • Understanding the shared funnel
  • Aligning shared targets and metrics
  • Creating an effective lead handoff

Course Details

  • ½ Day Workshop; $450 per seat
  • TBD - Times are scheduled in ET
  • Live, Online - Recording will be provided

Who Is this course for?

This training is open to high-level business development teams, Marketing Managers and Directors or VPs of Sales & Marketing who have some sales processes in place, but need to create more alignment to ensure their teams can work together towards higher conversion rates and increased revenue.

Course Details

The workshop will focus on the key elements of sales-marketing alignment, including understanding buyer personas, the sales funnel, and strategies for both marketing and sales. The goal is to provide participants with practical knowledge and tools to align their sales and marketing efforts and improve their overall effectiveness.

Introduction (15 minutes)

  • Welcome and introductions
  • Where sales and marketing misalign
  • The importance of sales-marketing alignment
  • Setting goals for the workshop
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Defining Right-Fit Lead Criteria (30 minutes)

  • Creating a lead scoring system
  • Qualifying leads based on firmographics, demographics, and behaviors
  • Lead scoring examples in HubSpot
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The Sales Funnel (45 minutes)

  • The different stages of the sales funnel
  • The role of marketing and sales in each stage of the funnel
  • Developing strategies to move prospects through the funnel
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Marketing Strategies for Sales (45 minutes)

  • Aligning marketing and sales messages
  • Developing effective lead generation campaigns
  • Examples and case studies
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Marketing-Sales Handoff (30 minutes)

  • Definition and importance of the marketing-sales handoff
  • Developing a clear process for lead handoff
  • Aligning lead handoff with the sales process
  • Examples and case studies
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Action Planning and Wrap-up (30 minutes)

  • Review of key takeaways from the workshop
  • Encouraging communication and ownership
  • Developing action plans to implement sales-marketing alignment
  • Final thoughts and next steps
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Meet Your Instructor

Omi is a HubSpot Certified Trainer, Sales Skills Bootcamp instructor as well as experienced HubSpot Solutions Partner since 2016.
SSB_Instruuctors_Omi

Omi Diaz-Cooper

Over the last 25 years, Omi has consulted for B2B firms in high-touch, high-ticket industries like aviation, transportation/logistics, technology, and travel/tourism, including Silver Airways, AmeriJet, Sony Latin America, Unical Aviation, Willis Lease Finance Corporation, and TransUnion. In 2000, Omi co-founded Diaz & Cooper with her husband, Todd Cooper. The agency is an eight-time Top 20 South Florida Advertising Agency and a Platinum HubSpot Solutions Partner. Omi makes the most of her degree in anthropology by bringing a thought-provoking perspective to every training session. Her mission is to put the human at the center of all sales and marketing initiatives to drive outstanding results.

 

Are you ready for your sales and marketing teams playing on the same field to improve your pipeline performance?

Apply for the Workshop today! Simply fill out the form below and we’ll get back to you with details and payment information.

Questions? Email us at training@diazcooper.com

Apply Today!