Case Study

GTM alignment and handoff fix

A structured rebuild of lifecycle stages, SLAs and routing logic to eliminate GTM friction and improve conversion. Delivered as a unified operating model across marketing and sales.

Series A SaaS New GTM leadership Impact: Conversion 12-person GTM team

Starting point

Problem
Leads fell between marketing and sales due to unclear lifecycle definitions, inconsistent SLAs and weak routing logic. Conversion performance was unpredictable.
Symptoms
• MQL definitions debated monthly
• No clear SLA enforcement
• Manual routing workarounds
• Dashboards showing different numbers per team
Delivery

Work delivered

Structured into operational components that could be maintained internally post-delivery.

1) Lifecycle standardisation

Defined a single lifecycle model spanning MQL, SQL, Opportunity and Closed stages with aligned entry criteria.

Lifecycle Definitions

2) SLA and ownership model

Documented response time expectations and accountability layers across SDR and AE functions.

SLA Ownership

3) Routing automation

Implemented automated assignment logic based on territory, segment and product line.

Routing Automation

4) Executive visibility layer

Built a shared dashboard aligned to lifecycle definitions so performance discussions were grounded in consistent data.

Dashboard Exec view
Outcome

Measurable impact

+18%
MQL-to-meeting conversion
Clear
SLA accountability
Unified
Lifecycle framework
Next step

Need structured GTM alignment?

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Built for B2B SaaS GTM teams.