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    RevOps Audit

    Sales-Marketing Alignment Audit(Free Download)

    Assess alignment between sales and marketing on definitions, SLAs, handoff processes, and shared metrics.

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    A quick look at what you’ll deploy when you click “Use This Template”.

    Audit checklist

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    Data quality
    Pipeline hygiene
    SLA compliance
    Attribution health
    Forecast accuracy

    What’s included

    Assess alignment between sales and marketing on definitions, SLAs, handoff processes, and shared metrics.

    Template specs

    DifficultyAdvanced
    Setup time1–2 hours
    IndustryUniversal
    PlanFree

    Version

    Last updated: 2026-02-23

    A comprehensive audit template for evaluating sales-marketing alignment across five dimensions: shared definitions (MQL, SQL, opportunity), service-level agreements (SLAs), lead handoff processes, shared metrics and reporting, and communication cadence. Produces an alignment score and a remediation plan.

    The Problem This Solves

    Sales blames marketing for bad leads. Marketing blames sales for not following up. Without formal alignment on definitions, SLAs, and processes, both teams underperform.

    Who It's For

    RevOps leaders, VP Sales, VP Marketing, and CROs seeking to improve cross-functional alignment.

    Use Cases

    • Diagnose the root causes of sales-marketing friction
    • Establish shared definitions for lead stages and qualification criteria
    • Create formal SLAs with measurable follow-up commitments

    How to Use This Template

    1. 1Conduct separate interviews with sales and marketing leadership
    2. 2Score alignment across the five dimensions using the rubric
    3. 3Identify the top 3 misalignment issues causing the most friction
    4. 4Draft shared definitions and SLAs using the included templates
    5. 5Schedule monthly alignment reviews to track improvement

    Frequently Asked Questions

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    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.