intermediate · 45–45 min

The Revenue Roadmap Planning Workshop

Create a realistic

About this session

Revenue targets often feel like arbitrary numbers handed down from leadership without a clear path to reach them. This workshop brings sales and marketing teams together to translate high-level goals into a specific sequence of achievable actions that everyone actually believes in.

Why it works

The structure forces a direct confrontation between ambitious growth targets and the reality of team capacity. By linking marketing's lead generation directly to the sales closing process in a two-step flow, it eliminates silos and ensures the final roadmap is built on mutual commitment rather than assumptions.

What you’ll walk away with

  • Clear actionable outcomes from a 2-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 2 activities are designed to flow together smoothly.

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