Lead to Customer Flow:
- Marketing Operations generates leads
- Lead Automation Framework captures and scores them
- Revenue Operations Center manages the sales process
- Customer Success Dashboard tracks new customer onboarding
- Customer Lifecycle Management guides long-term relationship
- Growth Metrics & KPIs measure overall performance
Data Flow Connections:
- Leads from Marketing → Revenue Pipeline
- Closed Deals → Customer Success Dashboard
- Customer Health → Lifecycle Management
- All Activities → Growth Metrics tracking
- Performance Data → Marketing Operations optimization
Weekly Review Process:
Monday: Review weekend lead generation and follow up
Tuesday: Customer success check-ins and health scores
Wednesday: Pipeline review and sales forecasting
Thursday: Marketing performance and campaign optimization
Friday: Weekly metrics review and next week planning
Quick Start Implementation Order:
- Lead Automation Framework - Capture leads systematically
- Customer Success Dashboard - Track existing customers