Action Items • Conduct a Systems Consolidation Audit The more time growth-oriented departments spend using the same toolsets, the easier it is to develop a shared vocabulary for success. Audit your marketing stack for feature redundancies and aim to consolidate tools wherever possible. Connect candidly with your vendors to see how they can help and you’ll likely be able to cut some overhead costs in the process. • Host a Record/Dashboard Design Workshop Gather stakeholders of all seniority levels from marketing, sales, and customer success and col- laborate on the development of shared customer and account activity records and dashboards. This will ensure that every team gets what they need to succeed and gives executors a glimpse into what their peers value most, allowing them to cooperate more effectively. • Schedule Regular Interdepartmental Lifecycle & Revenue Reviews Monthly check-ins with stakeholders from sales, marketing, and customer success are an effective way to ensure insights from one department are leveraged across the entire journey. Schedule a regular lifecycle and revenue review with all customer-facing departments to confirm everyone’s staying aligned. 6