SMarketing Playbook Template

Take advantage of this powerpoint slide to help you build your own ‘sales & marketing process and automation playbook’. 

Template Slide-05

In episode 4 Shoham interviews Mark Fisher from Penguin Strategies who’s an expert on sales & marketing alignment and automation. In the episode Mark explains why this is critical for success, and how to build such a playbook. 

Why you need a playbook?

  1. Creates a unified and visible ‘lead to cash’ process
  2. Streamline communication and handoffs between all team members: sales, marketing, management
  3. Simplify day to day lead and opportunity management
  4. Improve conversion and velocity
Download S&M Playbook Template