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Processes Overall Health
Total # Process Inspection Points: 65
🟢 18 ()| 🟡 16 () | 🔴 16 ()| ⚫ 15 ()
24%
25%
29%
22%
🟢 Healthy 🟡 Careful 🔴 Warning ⚫ Unable to Report
1. Cross Functional
17
CRM Deduplication
⚫
Growth Model
⚫
CRM → ERP Integration
⚫
Activity Capture
🔴
Automated Inbound Data Enrichment
🔴
Foundational Automations and Reporting Logic
🔴
Lead Lifecycle (GTM Lifecycle)
🔴
Revenue Recognition
🔴
ARR Reporting
🟡
Executive Reporting Suite
🟡
Market Map
🟡
Marketing-to-Sales Handoff & SLA Tracking
🟡
PLG GTM Design
🟡
Data De-duplication
🟡
CRM Deduplication Ongoing Tool
🟢
GTM Lifecycle
🟢
Data Enrichment Process
🟢
2. Marketing
16
Event Operations: Lead List Intake Process
⚫
Lead Scoring Model Design & Implementation (Sales-Led)
⚫
Physical Event Process and ROI Reporting
⚫
Event Operations: Event Platform Implementation & Registration Tracking
🔴
Lead Routing
🔴
Lead Scoring Model Design & Implementation (Product-Led)
🔴
Website Lead Capture & Form Configuration
🔴
ABM / ABS Process and System
🟡
AI Automated Inbound
🟡
Email Operations: Templates & Build Process
🟡
Lead & Opportunity Attribution
🟡
Marketing Database Segmentation
🟡
Email Operations: Nurture Program Build & Management
🟢
Email Operations: Subscription & Compliance Framework
🟢
Marketing Automation Platform Implementation/Migration
🟢
Speed-to-Lead
🟢
3. Sales
13
Automated Outbound Process
⚫
CPQ Implementation
⚫
Quotas and Target Setting
⚫
Sales Lifecycle (GTM Lifecycle)
⚫
Conversation Intelligence Implementation
🔴
Forecasting Process Implementation
🔴
Sales Engagement Platform
🔴
Commission Tool Implementation
🟡
Sales Territory Design and System Implementation
🟡
CLM Implementation
🟢
E-Signature Implementation
🟢
Quote to Cash
🟢
Sales Qualification Methodology
🟢
4. Customer Success
8
Renewal Management
⚫
Customer Health Model
🔴
Customer Lifecycle (GTM Lifecycle)
🔴
NPS and Voice of Customer Launch
🔴
Support System Implementation
🔴
Customer Success Platform Implementation
🟡
Customer Segmentation
🟢
Renewal, Churn, NRR/GRR Reporting
🟢
5. Partnerships
1
Partnership Success Platform Implementation
⚫
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