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The Sales-Marketing SLA Reboot — 60-Min Training

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Most B2B SaaS teams in the $25K-$500K ACV band lose 30-60% of marketing-sourced pipeline at the handoff, and almost none of it is a lead-gen problem. It is a definitional problem (marketing and sales disagree on what an MQL even is), a speed problem (reps touch leads in days, not minutes), and a feedback problem (sales never tells marketing what closed).

Brian Halligan and Dharmesh Shah coined "Smarketing" in *Inbound* (2014) for exactly this reason; Jon Miller productized it at Marketo and Engagio; SiriusDecisions (now Forrester) built the Demand Waterfall to make the leakage measurable. This hour fixes the contract, not the campaigns.


Section 1 — Open & Diagnostic Cold Read (5 min)

Goal: surface the disagreement before anyone gets defensive.

Open by writing one question on the whiteboard: *"What, exactly, is an MQL at our company?"* Hand every person a sticky note. Sixty seconds. No talking. Stick them up.

Per Forrester's 2023 B2B Buying Survey, 65% of B2B buyers regret a purchase within 12-24 months when sales and marketing handoff was poor — the cost of fuzziness is not internal politics, it is churn.


Section 2 — The MQL-to-SQL Definition Fight (15 min)

Goal: write one definition, on the wall, today.

The reason this fight never resolves is that teams confuse fit (does this account look like a customer?) with intent (are they actually shopping?). You need both, scored separately, then combined.

Use the HubSpot Smarketing two-axis model (Halligan/Shah, *Inbound*, Ch. 7):

Write it on the whiteboard verbatim:

MQL Definition (signed [DATE]): A contact at an account scoring >=60 on Fit AND >=40 on Intent in the last 30 days, OR any inbound demo request from an ICP-matched account regardless of score.

SQL Definition is what sales accepts after a discovery call: BANT-light (Budget acknowledged, Authority identified, Need articulated, Timeline within 6 months) or MEDDIC's M-E-C at minimum. Sales — not marketing — owns this gate.

flowchart TD A[Anonymous Visitor] --> B{Fit Score >= 60?} B -- No --> Z[Nurture / Disqualify] B -- Yes --> C{Intent Score >= 40?} C -- No --> D[Marketing Nurture Track] C -- Yes --> E[MQL: Routed to SDR] E --> F{SDR Discovery in 5 days?} F -- No --> G[SLA Breach: Return to Marketing] F -- Yes --> H{BANT-light Met?} H -- No --> I[Recycle: Marketing Nurture] H -- Yes --> J[SQL: Accepted by AE] J --> K[Opportunity Created]

Section 3 — Drafting the Bidirectional SLA (10 min)

Goal: both sides sign, both sides have skin.

The classic mistake is a one-way SLA: marketing promises X leads, sales promises nothing. Jon Miller's Engagio playbook (and his 2016 *ABM Done Right*) makes this bidirectional. Write the template on the wall and fill it in live:

Sign it. Print two copies. Both leaders sign. Photo to Slack. Pin it.


Section 4 — The Weekly Smarketing Meeting (10 min)

Goal: build the recurring forum so the SLA doesn't rot.

Per Sangram Vajre (*ABM Is B2B*, 2019) and HubSpot's original Smarketing playbook, the meeting must be weekly, 30 minutes, fixed agenda, both leaders present, RevOps facilitates. Schedule the recurring invite before the room leaves.

The fixed agenda — write it on a card, laminate it:

  1. (5 min) Scoreboard read: MQLs delivered, SQLs accepted, conversion %, speed-to-lead median. RevOps owns the dashboard.
  2. (5 min) SLA breaches: Any lead untouched past SLA? Any week where MQL volume or quality missed? Name the breach, owner answers in one sentence.
  3. (10 min) Lead-quality jam: SDR brings 3 "bad MQLs" with screenshots. Marketing brings 3 "great MQLs" sales rejected. Disagreement is the point.
  4. (5 min) Pipeline themes: What is closing? What objection is killing deals? Marketing turns this into next sprint's content.
  5. (5 min) Commits for the week: One thing marketing will ship, one thing sales will ship, written in the doc.
flowchart TD A[Weekly Smarketing Meeting] --> B[5 min: Scoreboard Read] B --> C[5 min: SLA Breaches] C --> D[10 min: Bad MQL / Rejected MQL Jam] D --> E[5 min: Pipeline Themes] E --> F[5 min: Written Commits] F --> G[Doc Updated in Notion] G --> H[RevOps Sends Recap by EOD] H --> A

Section 5 — Leakage Diagnosis Workshop (15 min)

Goal: map where leads are actually dying — today, in our CRM.

Pull up the live CRM. Walk the Forrester/SiriusDecisions Demand Waterfall stages on the screen for the last 90 days:

Run the live diagnosis:

For a 50-rep $50K-ACV org, a 10-point speed-to-lead improvement is typically $2-4M in incremental ARR within two quarters (HubSpot State of Sales 2024).


Section 6 — Close, Sign, & Calendar (5 min)

Goal: leave with artifacts, not vibes.


FAQ

Q: What if sales refuses to commit to 5-minute speed-to-lead? A: Compromise on demo-request only (the highest-intent slice, usually 10-15% of MQLs). Get the win on that segment, prove the ARR lift, then expand. Don't die on the whole-volume hill in the first meeting.

Q: Our MQL volume will crash if we use AND instead of OR. Won't marketing get fired? A: Volume goes down, conversion goes up, pipeline dollars go up. Reframe marketing's KPI from MQL count to MQL-sourced pipeline $ before the meeting. Forrester data shows this shift is the single biggest predictor of alignment survival.

Q: Do we need a fancy attribution tool? A: No. A shared dashboard in HubSpot, Salesforce, or even a Google Sheet pulled by RevOps weekly is enough for the first quarter. Tooling follows agreement, not the reverse.

Q: What about PLG / self-serve signups — do they bypass this? A: PLG signals (activation, second-session, team invite) become your Intent score inputs. The SLA still applies — the threshold and SDR routing logic just change. Sangram Vajre's "PQL" framing covers this.

Q: How do we handle ABM accounts vs. Inbound MQLs? A: Two lanes, one SLA document. Inbound MQLs follow the scoring gate; ABM target accounts are pre-qualified by definition and routed direct to AE, with marketing committing air cover (ads, content, events) instead of lead volume.

Q: Who owns the SLA when it breaks? A: RevOps. Not sales, not marketing. RevOps is the neutral referee, owns the scoreboard, and escalates to the CRO/CMO together when a breach persists past two weeks.


Sources

  1. Halligan, Brian and Shah, Dharmesh. *Inbound Marketing: Attract, Engage, and Delight Customers Online*. Wiley, 2014 (Ch. 7 on Smarketing and SLA).
  2. Miller, Jon. *ABM Is B2B* (with Sangram Vajre), Ideapress, 2019; and Engagio "Clear & Complete Guide to Account Based Marketing," 2016.
  3. Forrester (formerly SiriusDecisions). "Demand Waterfall, Rearchitected," 2017; Forrester B2B Buying Study, 2023.
  4. Oldroyd, James. "The Short Life of Online Sales Leads," MIT/InsideSales.com, 2007 (still the speed-to-lead benchmark).
  5. Vajre, Sangram. *Account-Based Marketing for Dummies*, Wiley, 2016.
  6. HubSpot. "State of Sales Report 2024" and "Service Level Agreement Template" (free, hubspot.com/service-level-agreement-template).
  7. Rain Group. "Top Performance in Sales Prospecting" benchmark study, 2023 (6-touch / 12-day cadence).
  8. Dixon, Matthew and Adamson, Brent. *The Challenger Sale*, Portfolio, 2011 (for the SDR-to-AE qualification handoff).
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