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Processes Overall Health
Total # Process Inspection Points:
63
🟢()| 🟡 () | 🔴()| ⚫()
16
25%
21
33%
7
11%
9
14%
🟢 Healthy 🟡 Careful 🔴 Warning ⚫ Unable to Report
1. Cross Functional
16
PLG GTM Design
⚫
Revenue Recognition
⚫
CRM → ERP Integration
⚫
Lead Lifecycle (GTM Lifecycle)
🔴
Marketing-to-Sales Handoff & SLA Tracking
🔴
Automated Inbound Data Enrichment
🟡
Executive Reporting Suite
🟡
Growth Model
🟡
GTM Lifecycle
🟡
Market Map
🟡
Data Enrichment Process
🟡
Activity Capture
🟢
ARR Reporting
🟢
CRM Deduplication
🟢
CRM Deduplication Ongoing Tool
🟢
Foundational Automations and Reporting Logic
🟢
2. Marketing
16
Lead Scoring Model Design & Implementation (Product-Led)
⚫
AI Automated Inbound
🔴
Speed-to-Lead
🔴
Lead & Opportunity Attribution
🟡
Lead Scoring Model Design & Implementation (Sales-Led)
🟡
Physical Event Process and ROI Reporting
🟡
Website Lead Capture & Form Configuration
🟡
ABM / ABS Process and System
🟢
Marketing Database Segmentation
🟢
Email Operations: Nurture Program Build & Management
N/A
Email Operations: Subscription & Compliance Framework
N/A
Email Operations: Templates & Build Process
N/A
Event Operations: Event Platform Implementation & Registration Tracking
N/A
Event Operations: Lead List Intake Process
N/A
Marketing Automation Platform Implementation/Migration
N/A
Lead Routing
3. Sales
20
Commission Tool Implementation
⚫
Commission Plan & Management Process
⚫
Contract Management Process (CLM)
⚫
Territory Planning System Implementation
⚫
Pricing & Quoting Process (CPQ)
🔴
Automated Outbound Process
🟡
Conversation Intelligence Implementation
🟡
CPQ Implementation
🟡
Sales Engagement Platform
🟡
Sales Lifecycle (GTM Lifecycle)
🟡
Sales Enablement Process
🟡
Sales Engagement Process
🟡
E-Signature Implementation
🟢
Forecasting Process Implementation
🟢
Quotas and Target Setting
🟢
Sales Qualification Methodology
🟢
Revenue Intelligence Process
🟢
CLM Implementation
N/A
Quote to Cash
N/A
Sales Territory Design and System Implementation
N/A
4. Customer Success
10
Customer Success Platform Implementation
⚫
Customer Lifecycle (GTM Lifecycle)
🔴
Support AI Chatbot / Chat Platform
🔴
Customer Health Model
🟡
NPS and Voice of Customer Launch
🟡
Renewal Management
🟡
Customer Segmentation
🟢
Renewal, Churn, NRR/GRR Reporting
🟢
Support System Implementation
🟢
Customer Support Process
🟢
5. Partnerships
1
Partnership Success Platform Implementation
🟡
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