intermediate · 90–90 min

The Lead Quality Alignment Workshop

Solve the 'marketing leads are bad' vs 'sales doesn't follow up' conflict once and for all.

About this session

Marketing teams often feel their lead generation efforts are ignored, while Sales teams complain that the leads provided are a waste of time. This workshop replaces these frustrations with a shared, documented definition of lead quality and a clear handoff protocol. Running this session gives both teams a unified roadmap for pipeline management, ensuring no lead is dismissed without cause.

Why it works

The structure works by removing subjective interpretation and forcing both departments to agree on objective criteria for every stage of the funnel. By co-creating a service-level agreement in real-time, the session eliminates the knowledge gap that usually fuels cross-departmental blame.

What you’ll walk away with

  • Clear actionable outcomes from a 4-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 4 activities are designed to flow together smoothly.

Run this session with METODIC

Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Lead Quality Alignment Workshop” — ready to run in minutes, for any workshop, meeting, or team session.

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