If you’re coming off a slow quarter—or just feeling like your sales and marketing aren’t working together—this checklist can help you get back on track.

It’s based on the Rebooting Revenue webinar we recently hosted. Use it to uncover opportunities that don’t require a full strategy overhaul, just a more focused approach.

Understand Your Revenue Picture

• Have you mapped out your full sales cycle?
• Do you know when your customers start researching vs. when they actually buy?
• Can you name your most profitable products or services?
• Who are your highest-value customers, and what makes them a good fit?

Tap into Easier Sales Opportunities

• Are you consistently upselling or cross-selling to your current clients?
• When was the last time you reconnected with lapsed customers?
• Do you follow up on past leads that didn’t convert?

Align Marketing With How Buyers Actually Buy

• Do you have content that speaks to common problems in your industry?
• Are you using real keywords your audience types into Google?
• Does your email marketing deliver value, not just updates?
• Are you showing up in the places where your customers look for business solutions?

Make Follow-Up a Priority

• Is there a process for what happens after someone clicks, downloads, or shows interest?
• Do you tailor outreach depending on who’s involved in the buying decision?
• Are you using case studies, ROI tools, or testimonials to help close the sale?

Prioritize and Focus

• Have you defined which opportunities to tackle now, and which can wait?
• Is it clear what you’re promoting, to whom, and why?

Build Marketing into the Business

• Is someone actually responsible for making sure marketing gets done?
• Does your CRM reflect your full sales picture, not just a few reps?
• Are you reaching out with the right message at the right time?