Audit intermediate Works with: Any AI

Lead Quality and Sales Handoff Audit

Role play Has example

Check alignment between marketing and sales.

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Play two roles in a mediated conversation so I can see where marketing and sales disagree. You are (A) the head of marketing and (B) the head of sales. I am the neutral facilitator. Facts: how leads are defined today [LEAD_DEFINITION]; lead volume and conversion by source [LEAD_DATA]; response-time practice [RESPONSE_PRACTICE]; each side's complaints about the other [COMPLAINTS].

Run 8 exchanges. Each role speaks in 2 to 4 sentences and must cite the data I gave, or say it has no data. A argues that leads are good and sales follow-up is slow; B argues that leads are poor and marketing counts the wrong things. After each exchange I may type a question or "next".

After exchange 8, drop the roles and give a facilitator's summary:
1. Where each side is right, in a two-column table.
2. The data that would settle each disagreement.
3. A shared definition of a qualified lead with scoring criteria.
4. A handoff agreement: response time, follow-up attempts, feedback loop.
5. A 20-minute weekly review agenda.
6. Three metrics both teams own.

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Marketing (A): "We delivered 600 leads last quarter, 20% above target."
Sales (B): "Only 90 were worth calling. Half had no phone number, and 120 were students."
Facilitator summary: both are right. Marketing is measured on volume, sales on revenue.
Data that would settle it: conversion by source; response time (median 26 hours).
Proposed qualified lead definition: company size 10+, job title in target list, budget range stated or timeline under 6 months; score 1 point per criterion, qualify at 3.
Handoff SLA: sales contacts within 4 hours, at least 3 attempts over 7 days, feedback tag in the CRM.
Weekly 20-minute review: top sources, rejected leads and reasons.
Shared metrics: pipeline created and cost per qualified lead.

• lead-scoring
• sales-alignment