intermediate · 60–60 min
How to Fix Your Broken Lead Handover
Eliminate friction between marketing and sales at the most critical point in the funnel.
About this session
Marketing often delivers leads that Sales never touches, while Sales complains about lead quality without clear criteria. This session forces both teams to stop guessing and define the exact moment a prospect changes hands. You will move from finger-pointing to a documented, shared standard for lead qualification and follow-up.
Why it works
The structure forces both teams to visualize the funnel as a single continuous path rather than two separate silos. By co-creating the definitions and timing of the handover, the session builds the mutual accountability needed to prevent leads from stalling or being ignored.
What you’ll walk away with
- Clear actionable outcomes from a 3-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 3 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “How to Fix Your Broken Lead Handover” — ready to run in minutes, for any workshop, meeting, or team session.