Sales-Marketing Alignment Audit(Free Download)
Execution-focused 40-criteria audit to align Sales and Marketing on definitions, SLAs, handoffs, collaboration, and shared revenue metrics.
Template preview
Sales-marketing alignment audit
What's included
Overview, scoring guide, 40-criteria alignment table, category + overall score dashboard, gap analysis, auto recommendations, and action plan with CSV export.
Automation rules
- Highlights low-scoring alignment pillars with targeted recommendations
- Supports recurring governance cadence via exported audit snapshots
Dashboards & views
- Executive summary
- Pillar scorecards
- Gap analysis
- Recommendations & action plan
Template specs
Updated 2026-04-09
No credit card · Free forever
Interactive RevOps framework for assessing Sales-Marketing alignment across four pillars (10 criteria each): Definitions & Qualification, SLAs & Handoff Processes, Communication & Collaboration, and Shared Metrics & Accountability. Uses a 0-5 rubric with normalized category scores (0-100), overall alignment score (0-100), equal-weight average, executive classification, gap analysis, and auto recommendations. Includes practical prompts for MQL/SQL/SAL consistency, ICP and qualification framework alignment, SLA adherence and feedback loops, meeting cadence, shared pipeline transparency, and joint KPI ownership. Export CSV for Excel/Sheets/Notion/PDF use.
The Problem This Solves
When Sales and Marketing operate with different definitions, handoff expectations, and KPIs, pipeline quality drops, follow-up slows, and revenue planning becomes unreliable.
Who It's For
RevOps leaders, Sales leaders, Marketing leaders, and GTM operators responsible for shared pipeline and revenue outcomes.
Use Cases
- Diagnose misalignment in definitions, SLA adherence, and KPI ownership
- Standardize MQL/SQL/SAL criteria and qualification frameworks
- Improve handoff speed and acceptance quality with structured SLA workflows
- Establish a regular cross-functional alignment operating cadence
How to Use This Template
- 1
Score all 40 criteria and add evidence notes for context
- 2
Review category scorecards and overall alignment classification
- 3
Capture major friction points in the gap analysis section
- 4
Use recommendations to define owners, milestones, and governance cadence
- 5
Export CSV for leadership review and recurring GTM alignment meetings
Inside the template: sample data
The exact rows that ship with the Sales-Marketing Alignment Audit download — replace them with your own records after import.
| Pillar | Example focus | Sample score |
|---|---|---|
| Definitions & Qualification | MQL/SQL consistency | 3 |
| SLAs & Handoff Processes | Lead response SLA adherence | 2 |
| Communication & Collaboration | Weekly alignment cadence | 4 |
| Shared Metrics & Accountability | Joint pipeline KPIs | 3 |
Frequently Asked Questions
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