Above Process Diagram was Generated in 3 seconds by Nimbal Process Designer AI agent from https://tree.nimbal.co.nz
Most teams struggle not because marketing or sales is weak — but because they operate in silos. Leads fall through cracks, campaigns don’t convert, and feedback never loops back.
The flow below represents a simple, repeatable, and scalable Marketing–Sales engine where both teams work as one system — not two disconnected functions.
Let’s walk through it step by step.
Everything starts with clarity.
Before running a single campaign, marketing identifies who the ideal customers are.
This includes:
Industry
Company size
Roles and decision-makers
Pain points and motivations
Clear segments prevent wasted spend and generic messaging.
Next, the team studies:
Market trends
Competitor positioning
Customer behaviour
Emerging needs
This ensures campaigns are relevant, timely, and differentiated, not guesswork.
Insights are then translated into a clear strategy:
Value propositions
Key messages
Channels to focus on
Campaign goals
At this stage, marketing aligns what to say and where to say it.
Strategy becomes execution through a content calendar that defines:
Campaign timelines
Content formats (blogs, ads, videos, emails)
Publishing cadence
This keeps teams consistent and accountable.
Creative assets are built to support campaigns:
Ad creatives
Landing pages
Email templates
Social visuals
Strong design ensures the message is clear, credible, and compelling.
Campaigns go live across chosen channels.
Marketing focuses on:
Reach
Engagement
Lead capture
This is where awareness turns into interest.
Marketing tracks metrics such as:
Click-through rates
Cost per lead
Conversion rates
Poor-performing campaigns are paused, optimised, or killed early — saving money and time.
Once leads are generated, the baton passes smoothly to sales.
Qualified inquiries flow into the sales pipeline via:
Forms
Demos
Sign-ups
Contact requests
No manual chasing. No guesswork.
Sales filters leads based on:
Fit
Budget
Intent
Timeline
This ensures reps focus only on high-probability opportunities.
Qualified leads are contacted quickly.
Speed matters — faster follow-ups mean higher close rates.
Sales presents:
Solutions tailored to the customer’s problem
Clear value and outcomes
Real use cases
This is where trust is built.
Objections are handled through:
Clarification
Proof points
Pricing explanations
Risk mitigation
Strong objection handling turns hesitation into confidence.
Both parties align on:
Pricing
Scope
Timelines
Commercial terms
Transparency here avoids churn later.
Once aligned, deals are closed and customers onboarded.
Revenue is realised.
Sales doesn’t disappear after closing.
Follow-ups gather:
Feedback
Satisfaction insights
Expansion opportunities
This strengthens relationships and retention.
Sales reviews:
Win/loss reasons
Deal cycles
Objection patterns
Conversion ratios
Data reveals what’s working — and what isn’t.
Based on insights, sales refines:
Pitching approaches
Target segments
Qualification rules
This keeps performance improving over time.
This is where most teams fail — and where this flow wins.
Sales insights are fed back to marketing:
Which leads convert best?
Which messages resonate?
Where prospects drop off?
Marketing improves future campaigns using real revenue data, not assumptions.
Marketing and sales regularly align on:
Campaign focus
Target accounts
Messaging consistency
This prevents misalignment and finger-pointing.
Finally, marketing keeps scanning the market for:
New trends
Customer shifts
Competitive changes
The cycle then repeats — stronger each time.
✔ Clear ownership at every step
✔ No silos between marketing and sales
✔ Continuous feedback and improvement
✔ Data-driven decisions, not opinions
This isn’t a one-time process — it’s a living system that compounds results over time.
High-performing teams don’t ask “Is this a marketing problem or a sales problem?”
They ask “How do we improve the system?”
This flow is that system.