Scaling and Automating for Success
Scaling and Automating for Success

Key Themes
1. How to ensure alignment between marketing & sales, and sales & post sales.
2. What the handoff process should look like
3. Hitting your growth goals

Key Takeaways
1. Ask yourself WHY there is misalignment in the first place. Then consider your system of collaboration. What are the tools that will enable collaboration between teams?
2. When tracking metrics, understand what success and goals look like for each department.
3. Understand your problem, start with a strategy, and make an established process before adopting new tools.