Cross-Functional Alignment
Sales, marketing, CS — pulling the same direction.
Workflow
Step 1Stakeholder ID
ObjectiveFind the functions.
InputOrganization
OutputStakeholders
Key activities
Identify the functions that must align
Decision points
Who is involved?
Tools: MappingRoles: Leadership
Success: Identified
Quality gate: Go: complete. Loop back: missed.
Why it matters
- The biggest GTM leak is the handoff: marketing passes leads sales won't call, CS inherits promises no one kept. Alignment is the fix.
Best practices
- Align on shared metrics, not per-function only.
- Design the handoffs explicitly — SLAs between teams.
- One cadence where cross-functional decisions happen.
- Make the annual/quarterly priorities visible to everyone.
Common mistakes
- Alignment by meeting, not by mechanism.
- Each function optimizing its own dashboard.
- Blame-loop instead of system-fix.
Key questions
- Where does value leak between functions?
- Who owns the handoff?
Agents that drive this
Planning Cycle
Tools we use · alternates in [ ]
Notion[ Confluence, Obsidian ]Slack[ Teams, Discord ]