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Revenue and Marketing Alignment: Pillar Meeting Template

A weekly alignment meeting between Revenue and Marketing leadership teams.

Created by Nathan Sparks

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Revenue and Marketing Alignment: Pillar Meeting Template

Walkthrough

Pillar Meeting Walk-through

This alignment meeting should be held after the front-line leadership teams have held their 1:1 meetings and information has flowed up to leadership.


Metrics that matter

Review shared Revenue and Marketing Dashboard (recommendation: include the link in your agenda). This is an opportunity to align on how the team is tracking against targets and discuss the most significant go-to-market metrics.

The expectation is that everyone comes prepared to speak to each data point.


Obstacles to Target

Review any blockers or obstacles to meeting any of the core shared metrics. This should follow up on anything identified in the metrics that matter.


Cross-functional issues and decisions needed

Each functional leader is expected to contribute to this section. There are two main questions each team leader should come prepared to answer in this section:

  1. What is the issue and/or decision needed?
  2. What is your proposed solution and/or recommended next steps to address the issue?


Weekly theme

Each week the team will rotate a different theme based on the time within the month. These areas of focus align with the operating cadence of the organization.

Itโ€™s important to note โ€” these themes shouldnโ€™t exclusively be discussed in their respective weeks. Things like pacing and commitment should be touched on each week. But, when itโ€™s the theme for that week, you have the opportunity to dive deeper into the topic.

  1. Retrospective: Review last month's results.
  2. Leadership prioritized: Based on current activities, leaders choose 1 topic to dive deeper into.
  3. Pacing: Are metrics on pace to meet target?
  4. Forecast Commit: Evaluate what the team is willing to commit to the executive team.

About this template

This time with the Revenue and Marketing leadership teams is focused on identifying what needs to be done to achieve shared results. Every meeting starts with the metrics that drive the business forward and the bulk of the time is spent collaborating on how to continuously improve them.

Updated Sep 22, 2022

Revenue and Marketing Alignment: Pillar Meeting FAQs

How long should a revenue and marketing alignment: pillar meeting be?

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You should initially set your revenue and marketing alignment: pillar meetings for 90 minutes with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have revenue and marketing alignment: pillar meetings?

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Most revenue and marketing alignment: pillar meetings tend to occur weekly. As you go through a few iterations of them you may need to increase or decrease the frequency.

How do you structure a revenue and marketing alignment: pillar meeting?

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You should think about deviding the meeting into 2 sections: Weekly theme, Standing agenda. Then adding the following revenue and marketing alignment: pillar meeting topics, where appropriate:

  • Metrics that matter
  • Obstacles to target
  • Cross-functional issues and decisions needed
  • Week 1: Retrospective
  • Week 2: Rotating based on identified priorities
  • Week 3: Pacing to target
  • Week 4: Forecast commit

What should you discuss during a revenue and marketing alignment: pillar meeting?

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7 great things to discuss in your Revenue and Marketing Alignment: Pillar Meeting:

  • Metrics that matter
  • Obstacles to target
  • Cross-functional issues and decisions needed
  • Week 1: Retrospective
  • Week 2: Rotating based on identified priorities
  • Week 3: Pacing to target
  • Week 4: Forecast commit

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About the Author

Nathan Sparks

After a successful run working for a premier, global Executive Search firm based on the West Coast, Nathan entered the world of software sales. He quickly went from being a top salesperson to building and leading large sales organizations, keeping his passion for serving the Sales Professionals under his direction top of mind. Most recently, Nathan's focus has been helping early-stage founders craft their "sales story," GTM strategy, and building scalable and repeatable processes with the goal in mind of accelerating revenue and helping them to realize their dreams.