Just do it! Marketing, Sales and Services (Delivery) or Customer Success … 1 Revenue team! Make sure that customers receive the attention they deserve also and especially at these hand-over moments during the customer journey. Document these hand-overs and agree on the SLAs, e.g. What is an MQL? (from Marketing to Sales), What is the scope of work? (from Sales to Services Delivery), What x- & upsell leads and opportunities do we have? (from Customer Success to Marketing/Sales)
We win or lose TOGETHER!
The key is fixing the handover moments between teams — that’s where revenue leaks.
Three things to address:
That last point is your biggest lever. Your CS and delivery people have client trust. Turn them into ambassadors — a customer whose problem gets solved will buy more.